CBIZ · 1 day ago
Client Services Professional | Family Office Services
Palm Beach Gardens, FL
Full-time
Hybrid
Entry Level
2+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. They are seeking a Client Services Professional to assist with corporate tax returns, bookkeeping, and client correspondence, while operating accounting software to manage data.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Hiring Manager
Christine Levine
Responsibilities
May prepare corporate tax returns, client billing, engagement letters and contracts
May complete bookkeeping and accounting duties for clients. This includes organizing and preparing work papers, preparing bank deposits and reconciliations; administering general ledger coding, postings and documents for correct entry
Collect and enter/download data from clients and review for accuracy
File and retrieve documents, records, and reports
Prepare engagement letters and other correspondence with clients
Back-end processing such as printing, coping, filing, basic quality assurance and delivery of tax returns
Operates accounting and/or tax software to record, store and analyze data
Additional responsibilities as assigned
Qualification
Required
High School Diploma or GED
At least 2 years of accounting work 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
Preferred
Associates Degree
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
Funding
Current Stage
Public CompanyTotal Funding
unknown2003-06-04Acquired
1995-05-05IPO
Leadership Team
Brad Lakhia
Senior Vice President & Chief Financial Officer
W
Ware H. Grove
SVP & CFO
Recent News
2026-01-22
2025-12-18
Company data provided by crunchbase