Top 3 Financial advisor assistant Jobs in Bedford Nh

Tax Administrative Assistant
CBIZ —Merrimack, NH
- Extended hours
- Microsoft Outlook
- Mid-level
- Office
Corporate Controller
Analogic Corporation —Salem, NH
- CPA
- Office
- Finance
Quick Apply
7d
Budget Director or Senior Budget Director
University of Massachusetts Lowell —Lowell, MA
- $131,275 - $163,159 a year
- Full-time
- Hybrid work
- Oracle
- CPA
- Research

More jobs to discover

Find similar jobs that you might be interested in.

Corporate Controller
Analogic Corporation —Salem, NH
Lead, coach, and develop a global accounting team, building capability, accountability, and succession depth. Oversee accounting policies, technical accounting…
Quick Apply
7d
Controller
Confidential —Bedford, NH
We are looking for a strategic, hands-on financial executive who possesses deep expertise in financial analysis, US GAAP compliance, job cost accounting,…
Quick Apply
11d

Show more similar jobs

Explore jobs in cities nearby

Check out jobs in cities near your current location, Columbus

Assistant Finance Director
City of Groveport —Groveport, OH
Must possess and maintain a valid Ohio driver’s license and must maintain insurability under the City’s vehicle insurance policy.
$74,239.24 - $96,003.96 a year
Quick Apply
13d
Financial Consultant
Heartland Bank —Whitehall, OH
FINRA registrations (Series 7 and 63/65, or 66 securities licenses, life and health insurance license). You will also collaborate across business lines with the…

Show more jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in bedford nh

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Explore jobs in more locations

financial advisor assistant jobs near bedford nh

Tax Administrative Assistant

CBIZ -
Merrimack, NH

Apply Now

Job Details

Qualifications

Customer relationship building
Microsoft Outlook
Spreadsheets
Client rapport building
Employee relationship building
Administrative experience
High school diploma or GED
Managing projects
Grammar Experience
Technical Proficiency
Office experience

Full Job Description

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.

Minimum Qualifications

High School Diploma or GED
3 years relevant work experience in an office environment and preferably performing as an administrative assistant
Proficient use of applicable technology
Advanced computer skills in Word, Excel, PowerPoint, and Outlook
Ability to manage multiple projects and deliverables simultaneously
Excellent written/verbal communication skills and use of grammar
Excellent organizational skills and attention to detail
Ability to adapt to a changing environment
Ability to follow standard procedures
Ability to work cooperatively with others
Ability to build relationships and trust with internal and external clients and other key stakeholders

Essential Functions and Primary Duties

Assist Managing Directors/Directors and professionals in the Merrimack office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying.
Assist in the national tax processing pool as scheduled.
Composes, proofreads, and reviews routine correspondence including tax returns, engagement letters, IRS correspondence and other documents as requested. Responsible for accuracy and clarity of final copy.
Prepare, type and edit correspondence, client invoices, engagement letters and statistical information (including Excel spreadsheets and Power Point presentations).
Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks. Running of weekly office reports and coordinating regional tracker efforts.
Assists with processing returns for filing in all federal and state tax jurisdictions.
Arranges for courier and overnight services.
Coordinate process for year-end delivery of organizers and engagement letters to clients.
Continually develops and maintains the client information tracking system.
Will assist in replenishing and maintaining inventory of office stationery and general office supplies including office coffee service. Help with the setup/clean-up of office lunches as needed.
Assist with answering phones for receptionist (on “as-needed” basis)

Preferred Qualifications

3 years of administrative assistant experience in a professional services firm; experience supporting a CPA is preferred.
Strong knowledge of Microsoft Office package including Word, Excel, and PowerPoint.
Experience with GoFileRoom and Prosystem Axcess is a plus.
Strong verbal and written communication skills.
Desire and ability to work in a very fast-paced environment with ability to work extended hours as required.
Must be able to work directly in the office on a regular basis.

Apply Now

Refine Your Search

financial advisor assistant jobs in bedford nh

Tax Administrative Assistant

Corporate Controller

Budget Director or Senior Budget Director

More jobs to discover

Explore jobs in cities nearby

I want to receive the latest job alert for financial advisor assistant in bedford nh

Explore jobs in more locations

Job Seeker Tools

Employer Tools

Browse

Stay Connected