CBIZ, Inc. (NYSE: CBZ) is a leading professional services advisor to middle-market businesses nationwide. With industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers actionable insights to help clients anticipate what is next and discover new ways to accelerate growth. CBIZ has more than 9,500 team members across 23 major markets coast to coast.
CBIZ strives to be our team members' employer of choice by creating an environment where team members are appreciated, recognized for their contributions, and provided with opportunities to grow, both personally and professionally, throughout their careers.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
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Minimum Qualifications
High School Diploma or GED required; Bachelor's degree preferred
3 years experience in industry or related field
Acute detail and accuracy skills
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
Excellent customer relation skills
Proficient use of applicable technology
Ability to work in a team environment as well as independently
Ability to prioritize multiple responsibilities and pay close attention to detail on many, varied tasks
Travel based on client and business needs
As stated above
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Essential Functions and Primary Duties
Under direct supervision, support clients during their on-boarding experience
Work with internal business partners to understand and address client requirements
Evaluating and configuring requirements for new client set-up
Document and provide solutions for client requirements with guidance from leadership
Manage and execute the process of migrating client data from legacy system
Ensure all internal controls and procedures are followed for accuracy
Ensure clients are trained and fully conversant with software and services
Pro-actively monitor clients to identify problematic issues with assistance from senior team members
Be alert to customer trends and potential problems
Manage and organize multiple overlapping project deadlines
Additional responsibilities as assigned
