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Executive Assistant-Tax

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POST DATE 9/19/2017
END DATE 1/3/2018

Cbiz Boston, MA

Boston, MA
AJE Ref #
Job Classification
Full Time
Job Type
Company Ref #
Mid-Career (2 - 15 years)
High School Diploma or GED


CBIZ and Mayer Hoffman McCann P.C. (MHM) are together ranked as one of the top providers of accounting in the United States. With more than 100 offices and more than 4,000 professionals, we serve the country s growing mid-market public and private businesses. MHM provides high quality audit and attest services while closely associated CBIZ provides all other accounting, tax and consulting services.

CBIZ Tofias is the New England Division of CBIZ, the 10th largest accounting*, tax, and consulting provider in the nation. Our two New England offices are located in Boston and Providence and have a combined 200 people, including 35 Managing Directors. We uniquely combine national resources with local decision-making by experienced, New England-based professionals who are dedicated to strengthening our clients' financial positions.

We serve private and public companies in more than a dozen industries; not-for-profit organizations; and high net-worth individuals and family groups. When you choose CBIZ Tofias, you get proactive, accessible professionals who communicate in understandable terms, and deliver practical solutions on time, with no surprises, to help your organization thrive.

Job Purpose / Objective

* Provide high-level administrative and analytical support to executive leader/s or executive team

* Position interfaces with high level internal and external constituents and must represent CBIZ and the respective executive leader and / or team in the highest professional manner

* Self-starter, problem solver, with an engaging personality, drive for success and eager to take on new things


Billing, as well as possible roles within tax processing function * Respond to requests, manage correspondence, receive visitors, arrange conference calls, and schedule meetings efficiently and thoughtfully

Essential Functions and Primary Duties

* Handle high level administrative tasks including summary and management of information to aid leaders in making business decisions, ability to work with internal leaders as well as external contractors on implementation of business change as well as process improvements.

* Highly skilled at handling large amounts of information and the presentation thereof in a concise manner.

* Highly skilled at handling multiple priorities through to completion.


Prioritize and compose executive materials to include correspondence, memos, spreadsheets, agendas and presentation materials

Prudently manage confidential and critical information

Read, prioritize and distribute all forms of incoming correspondence

Plan and oversee preparation for on and off-site meetings, attend meetings to record minutes, as needed

Schedule and maintain executive s calendar to include arranging travel

File and retrieve business documents, records, and reports

Prepare copies of material as needed

Greet callers and visitors, assess needs and provide solutions, as needed

Prepare billing in accounting system for invoicing clients * Organize, file and prepare tax documentsfor processing/filing/mailing

Qualifications Required


High school diploma or GED required; Bachelor s degree preferred

5 years of executive administrative experience in an office environment, preferably in a professional services firm

Demonstrate ability to handle multiple tasks simultaneously

Exceptional organizational skills required

Experience with MicroSoft Office Suite of Products

Preferred Qualifications:


High attention to detail and technology skills

Self-starter, with confidence, and able to work in a high function team environment * Financial billing experience in a service environment e.g. Accounting/Law/Architectural firm

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CBIZ is an equal opportunity employer and reviews applications for employment without regard to the applicant s race, color, religion, national origin, ancestry, age, gender, marital status, military status, veteran status, sexual orientation, disability, or medical condition or any other reason prohibited by law. If you would like more information about your EEO rights as an applicant under the law, please visit