Client Services Professional II
CBIZ

Job Info

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Job Description
With over 100 offices and nearly 5,000 associates 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:

• 2020 Best Workplaces in Consulting & Professional Services by Great Place to Work®
• 2019 America's Best Mid-Size Employers by Forbes
• 2019 Workplace Excellence Seal of Approval by the Alliance for Workplace Excellence
• 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. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides, business consulting, tax and financial services.

The Financial Services Paraprofessional acts as liaison among our management team to ensure the business needs are met by attending to client service and administrative requirements.

Essential Functions and Primary Duties

Provide support and administrative assistance to assigned Managing Directors, Directors, Senior Managers and Managers including:

• Maintaining client database including additions, deletions and changes as needed
• Scheduling annual work to meet client needs and achieve efficient resource management
• Following up with client on scope sign off and payment of any agreed upfront amount
• Returning client records
• Typing of letters and simple reports to clients
• Filing of paper or electronic documents
• Dealing with client office correspondence, including forwarding as required
• Making and changing appointments (meetings and calls) with clients, prospects and others
• Drafting Engagement Letters
• Preparing checklist of information
• Reviewing and checking client documents
• Contacting clients for any missing information
• Logging of each job in the appropriate workflow systems
• Collating and preparing work papers
• Monitoring of WIP and accounts receivable
• Lodgments
• Monitoring workflow
• Advising clients of tax registration requirements
• Advising on income tax assessments
• Completing family trust minutes
• Printing and binding of finalized documents
• Preparing final invoices when work completed
• Incorporating of companies
• Attending all corporate secretarial matters including forms
• Monitoring tax due dates

Preferred Qualifications

• Experience in a professional services environment
• Demonstrated interest in pursuit of following an administration career with a genuine interest in business activities
• Displays each of the following attributes - excellent work ethic / dedication / punctual / initiative / personality / pro-active / attention to detail / organized / self motivated
• Confident enough to develop client relationships and build rapport with staff, business partners and clients
• Experience using QuickBooks, Creative Solutions, Time and Billing Systems

Minimum Qualifications Required

• High School Diploma or GED required
• At least 3 years of accounting experience.
• Ability to work in a team environment as well as independently.
• Must maintain current required licenses and certifications relevant to field of expertise.
• Proficient use of applicable technology.
• Demonstrated ability to communicate verbally and in writing throughout all levels of the organization, both internally and externally.

This job has expired.