Client Services Professional II

🔥 0 minutes ago

⚓ Rhode Island – Remote

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💵 $20 - $45 / hour

⏰ Full Time

🟡 Mid-level

🟠 Senior

📁 Client Services

🦅 H1B Visa Sponsor

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👻 Ghost score 1%

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Logo of CBIZ

CBIZ

10,000+ employees

Founded 1996

🛡️ Insurance

🏥 Healthcare

🏭 Manufacturing

Insurance • Healthcare • Manufacturing

CBIZ is a national professional services firm built for the middle market that provides accounting, tax, advisory, benefits, insurance, and technology solutions to businesses and organizations. The company combines local relationships with national resources to deliver services including audit and attest (through its licensed CPA entity), tax planning and compliance, risk and advisory, HR and benefits administration, insurance solutions, investment and transaction advisory, and technology and cybersecurity services. CBIZ focuses on industry-specific guidance and data-driven insights to help clients grow, manage risk, and improve operations.

📋 Description

• May prepare corporate tax returns, client billing, engagement letters and contracts • May complete bookkeeping and accounting duties for clients, including 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 • Perform back-end processing such as printing, copying, filing, basic quality assurance and delivery of tax returns • Operate accounting and/or tax software to record, store and analyze data • Perform additional responsibilities as assigned

🎯 Requirements

• High School Diploma or GED required • At least 3 years of accounting 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

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