Status Category:
Full-Time
Exempt/Non-Exempt:
Non-Exempt
Scheduled Hours Per Week:
40
Job Code:
AD133
Marcum LLP is thrilled to announce that we are now part of CBIZ and CBIZ CPAs, a partnership that unites us with one of the nation's top accounting and advisory providers. As part of this new chapter, we are pleased to confirm that you'll still be working with the same dedicated team and receiving the same high-quality service you've come to rely on.
CBIZ, Inc. is a leading professional services advisor to middle market businesses and organizations nationwide. With unmatched industry knowledge and expertise in accounting, tax, advisory, benefits, insurance, and technology, CBIZ delivers forward-thinking insights and actionable solutions to help clients anticipatewhat's next and discover new ways to accelerate growth. CBIZ has more than 10,000 team members across more than 160 locations in 21 major markets coast to coast.
Together, CBIZ and CBIZ CPAs are ranked as one of the top providers of accounting services in the United States. CBIZ CPAs is an independent CPA firm that provides audit, review and attest services, while CBIZ provides business consulting, tax and financial services. In certain jurisdictions, CBIZ CPAs operates under its previous name, Mayer Hoffman McCann P.C.
Essential Functions and Primary Duties
Prepare benefit planning illustrations and present them to clients.
Conduct year-end testing and compliance work to ensure adherence to applicable regulations.
Foster strong relationships with vendors and referral partners, acting as a liaison to maintain service quality.
Maintain a professional demeanor while providing excellent customer service to clients.
Ability to multi-task and prioritize workload in order to meet all deadlines promptly.
Ensure accuracy and attention to detail in all aspects of plan administration.
Communicate effectively, both verbally and in writing, with clients and team members.
Preferred Qualifications
Previous experience in pension administration or a related financial services role is highly desirable.
Bachelor's degree in Accounting, Finance, Business, or a related field is a plus.
TPA credentials such as QKA (Qualified 401(k) Administrator) or QKC (Qualified 401(k) Consultant) are preferred.
Strong proficiency with MS Office Suite, particularly Excel, Word, and Outlook.
Exceptional organizational and analytical skills.
Ability to work independently and handle complex tasks with minimal supervision.
Strong ability to prioritize tasks to meet all deadlines.
Ability to develop a personal network within the business community and other firm service lines for the purpose of business development.
Qualifications Required
High school diploma or GED
2 years experience in office environment and preferably performing as an administrative assistant
Must have knowledge of administrative procedures
Proficient use of applicable technology
Demonstrated ability to communicate verbally and in writing throughout all levels of organization, both internally and externally
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CBIZ.Jobs Category: Tax
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CBIZ is an affirmative action-equal opportunity employer and reviews applications for employment without regard to the applicant's race, color, religion, national origin, ancestry, age, gender, gender identity, 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 these following pages EEO is the Law and EEO is the Law Supplement.
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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, gender identity, disability, or medical condition or any other reason prohibited by law.
