Support Specialist

2 days ago


Nashville, Tennessee, United States CBIZ Full time
Job Overview

CBIZ, a well-established national firm, is seeking an experienced Support Specialist to join our growing team in Nashville. This role will provide critical administrative support to tax professionals, ensuring seamless operations and exceptional client service.

Estimated Salary: $45,000 - $55,000 per annum

Key Responsibilities
  • Provide administrative assistance to Partners/Directors and professionals, focusing on tax document filing, scanning, and copying.
  • Compose, proofread, and review routine correspondence, including tax returns, engagement letters, and IRS correspondence, ensuring accuracy and clarity.
  • Prepare, type, and edit correspondence, client invoices, engagement letters, and statistical information, utilizing Microsoft Office packages.
  • Assist with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns, and other tasks.
  • Process returns for filing in all federal and state tax jurisdictions, utilizing Prosystem Axcess.
  • Coordinate courier and overnight services, as needed.
  • Develop and maintain the client information tracking system, ensuring up-to-date records.
  • Replenish and maintain office stationery and general office supplies, including coffee service.
  • Provide exceptional customer service by answering phones and greeting clients.
Requirements
  • 2+ years of experience as an administrative assistant in a professional services firm; experience supporting a CPA a plus.
  • Strong knowledge of Microsoft Office package, including Word, Excel, and PowerPoint.
  • Experience with GoFileRoom and Prosystem Axcess a plus.
  • Excellent verbal and written communication skills.
  • Positive and professional attitude, with the ability to work in a fast-paced environment.


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