Executive Secretary
3 weeks ago
Company Overview
CBIZ is a well-established national firm providing professional services with a growing presence in Nashville. The company seeks an Administrative Assistant to join its team.
Salary Range
The estimated annual salary for this position is between $40,000 and $50,000, depending on experience and qualifications.
Job Description
This role involves providing full administrative support to tax professionals in the Nashville office. Key responsibilities include:
- Assisting partners/directors with business and administrative needs related to tax document filing, scanning, and copying.
- Composing, proofreading, and reviewing routine correspondence, including tax returns, engagement letters, and IRS correspondence.
- Preparing, typing, and editing correspondence, client invoices, engagement letters, and statistical information.
- Managing GoFileRoom workflow, including tasks related to engagement letters, extensions, returns, and other office reports.
- Processing returns for filing in federal and state tax jurisdictions.
- Arranging courier and overnight services.
- Coordinating year-end delivery of organizers and engagement letters to clients.
- Developing and maintaining the client information tracking system.
- Replenishing and maintaining inventory of office stationery and general office supplies.
- Providing support for bank deposits.
Required Skills and Qualifications
To be successful in this role, candidates should possess:
- A minimum of 2 years' experience as an administrative assistant in a professional services firm.
- Strong knowledge of Microsoft Office, including Word, Excel, and PowerPoint.
- Experience with GoFileRoom and Prosystem Axcess is preferred.
- Excellent verbal and written communication skills.
- A positive and professional attitude.
- The ability to work in a fast-paced environment and adapt to changing priorities.
Benefits and Other Perks
CBIZ offers a competitive compensation package, including health insurance, retirement plans, and opportunities for career growth and development. As an equal opportunity employer, CBIZ welcomes applications from diverse candidates and is committed to creating an inclusive workplace culture.
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