What are the responsibilities and job description for the Bookkeeper position at CBIZ, Inc.?
With over 120 offices and nearly 7,000 associates throughout the U.S. CBIZ (NYSE: CBZ) delivers top-level financial and employee business services to organizations of all sizes, as well as individual clients, by providing national-caliber expertise combined with highly personalized service delivered at the local level.
CBIZ has been honored to be the recipient of several national recognitions:
- 2022 Best and Brightest Companies to Work for in the Nation
- 2023 Top Workplaces USA
- 2022 America's Best Mid-Size Employers
- 2022 Best and Brightest Companies in Wellness
- 2022 Great Place to Work Certification
Together, CBIZ and Mayer Hoffman McCann P.C. (MHM) are ranked as one of the top providers of accounting services in the United States. MHM is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services.
Essential Functions and Primary Duties
- 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
Preferred Qualifications
- Associates Degree
- Payroll, Accounting, and QuickBooks software experience preferred
Minimum Qualifications Required
- High School Diploma or GED required
- 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.
