Tax Processing Assistant in Plymouth Meeting, PA at CBIZ

Date Posted: 10/3/2018

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 recognized as one of the Best & Brightest Companies to Work for in the Nation for 2016. The Best and Brightest Companies to Work For® competition identifies and honors organizations that display a commitment to excellence in their human resource practices and employee enrichment based on categories such as communication, work-life balance, employee education, diversity, recognition, retention and more. 

CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting services in the United States.  With more than 35 offices and more than 3,000 professionals in our Financial Services division, we serve the country’s growing mid-market public and private businesses.  MHM provides high quality audit and attest services, while closely associated CBIZ provides all other accounting, tax and consulting services.

Our CBIZ Plymouth Meeting office is comprised of several business entities that provide accounting, insurance, life insurance, employee benefits and payroll services - all working together to help your company grow and succeed.

We are looking for an experienced administrative support person to assist our administrative team. This position requires a strong knowledge of Word and the ability to learn specific accounting programs for CPA firms.  The position will be full-time and will require over-time during our busy seasons.

Essential Functions and Primary Duties

  • Processing tax returns (experience preferred, but not required)
  • Assist in any administrative or clerical duties that contribute to the function of the Tax Department such as scanning and storing client information, typing general correspondence and engagement letters, perform data entry, printing, faxing and mailing, etc.
  • Execute additional administrative duties as assigned
  • Effectively operate all department equipment and software applications
  • Work with other administrators to ensure the tax group is organized in a high paced environment

Preferred Qualifications

  • Administrative experience preferred
  • Strong organizational and communication skills
  • Able to work and complete tasks without being micromanaged
  • Detail oriented and resourceful
  • Experience with office equipment such as fax machines, copiers, and scanners
  • Candidates must be proficient in Microsoft Outlook, Word, Excel and Adobe Acrobat. 
    •*Knowledge of CCH products (Global fx (or) Axcess Tax) is a plus!**
  • Able to multitask and follow priorities to ensure all project deadlines are met

Qualifications Required

  • High School diploma or GED required; Bachelor’s degree preferred
  • Demonstrated ability to communicate verbally and in writing throughout all levels of an organization, both internally and externally
  • Proficient use of applicable technology
  • Ability to work in a team environment as well as independently

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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