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Tax Paraprofessional in Clearwater, FL at CBIZ

Date Posted: 12/3/2018

Job Snapshot

Job Description

With over 100 offices and nearly 5,000 associates in major metropolitan areas and suburban cities throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level. CBIZ has been honored to be the recipient of several national recognitions: 2018 America's Best Mid-Size Employers by Forbes, 2018 Best Workplaces in Consulting & Professional Services by Great Place to Work® and FORTUNE, 2018 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence, and one of the Top 101 highest scoring companies in the country for Best and Brightest Companies to Work For in the Nation by the National Association for Business Resources.

Together, CBIZ and Mayer Hoffman McCann P.C. is the 4th largest tax, accounting, and consulting provider in Tampa Bay and 10th largest in the country. We provide our clients with high quality, industry leading expertise combined with a personalized level of service delivered at the local level. From advisory, audit and tax, to valuation services and business consulting, we are known for being attentive to clients' needs and committed to maximizing all aspects of our clients' financial interests. 

Essential Functions and Primary Duties

ES Payments & Extensions

  • Preparing roll forms
  • Preparing ES vouchers
  • Preparing extension vouchers
  • Preparing $0 extensions
  • Overriding voucher amounts and manually adjusting filing instructions with ‘TBD’, ‘Paid’, etc. and getting them to print correctly out of Axcess

Tax Preparation

  • Preparing certain tasks, which are easy but time consuming, that are part of the tax preparation of a return such preparing check spreads for monthly statement
  • Pulling PBC documents into the binders (Seniors/Managers send the PBCs directly to this person to drop into the binders). If possible, also checking if all the documents from prior years that are included in prep every year are received, which could reduce the time spent my tax staff putting down work for open items
  • Rolling Caseware binders including other related tasks such as:
    • Rolling the amounts from EOY to BOY in standard workpapers
    • Updating WP
    • Importing a Trial Balance
    • Workbooks, ES summaries, etc.
  • Cash Reconciliations – reconciling cash balances and recording yearly activity for smaller entities
  • PBC lists – rolling dates, etc. from previous versions
    • Chase PBC lists and similar tasks.
  • Export return versions to BNA/ensure taxable income agrees to return version – reconciling BNA to the return can be time consuming (other taxes/itemized deductions often do not export correctly)


  • Assigning FF’s based on WIPs – assign individual FF projects (and confirm correct staff/senior/manager are on the future workflow) by copying admin person on emails assigning the work to staff/senior (staff/seniors to update their own WIP)
  • Preparation of budgets for large jobs
  • Updating Firm Flow with budgets, actual hours and routing Firm Flows to staff based on email assigning work from manager/senior. Compares Firm Flow to WIPs
  • Prepare long-range schedule based on input from team
  • Running prior year time reports, emailing staff items to add to WIP, routing firm flow


  • Preparing YEP agendas
    • rolling dates, etc. from previous versions
  • Following up on request lists sent to client- I believe it would be helpful to have someone call clients on outstanding open items once a staff/ senior has identified those items

Minimum Qualifications Required

  • High School Diploma or GED required along with 2 years of accounting experience. Associate’s degree preferred
  • Exceptional customer relations skills
  • Ability to manage time effectively
  • Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
  • Proficient use of applicable technology

If you are a qualified individual with a disability you may request reasonable accommodation if you are unable or limited in your ability to use or access this site as a result of your disability. You can request a reasonable accommodation by calling 844-558-1414 (toll free) or send an email to

CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit these following pages EEO is the Law and EEO is the Law Supplement.

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