Jody Eisner

Administrative Assistant @ CBIZ | Certified Administrative Professional (American Society of Administrative Professionals)

Role
Administrative Assistant at CBIZ
Location
Providence, RI, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Jody Eisner

With over 14 years of experience in tax administration, I am an administrative…

Experience

  1. Administrative Assistant

    CBIZ

    Nov 2024 — Present · Providence, RI, US

    Forward-thinking, self-managed, certified administrative professional with a demonstrated history of working in the accounting industry. Skilled in CCH Axcess, GoFileRoom, Maconomy, Salesforce, Safesend, DocuSign, Microsoft Suite applications, Power BI, Intapp and Adobe.• Create deadline reports on GFR workflows• Release extensions and tax returns • Manage efile rejections, acceptances, and tax deadlines• Provide high level of support to multiple partners/managers within the department• Prepare expense reports• Assistance in coordination of internal meetings, events• Calendar Management• New client and/or engagement entry in Salesforce• Handle correspondence and documents with efficiency and accuracy• Coordinate with the property management company to ensure all property-related concerns are handled efficiently.• Back-up assistance for the Receptionist• Assist with the production/assembly of tax returns• Tax engagement letter preparation and tracking• Ad hoc administrative support as needed

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Jody Eisner — Administrative Assistant at CBIZ in Providence, RI, US | Unifers