CBIZ · 13 hours ago
Tax Administrative Assistant
Greenwich, CT
Full-time
Onsite
Entry Level
3+ years expCBIZ Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. The Tax Administrative Assistant will support Partners and Directors with their business and administrative needs related to tax and advisory document processing.
Bookkeeping and PayrollManagement ConsultingProfessional ServicesSmall and Medium Businesses
Responsibilities
Assist Partners/Directors and professionals in the Greenwich office with their business and administrative needs as it relates to tax and advisory document filing, scanning and copying
Assists 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 stationary and general office supplies including office coffee service
Assist with answering phones for receptionist (on “as-needed” basis)
Provide back-up support for bank deposits
Qualification
Required
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
Preferred
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
Company
CBIZ
CBIZ through its subsidiaries, provides professional business services primarily to small and medium-sized businesses, individuals,
10001+ employees
H1B Sponsorship
CBIZ has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
2023 (1)
2022 (1)
2020 (2)
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