Administrative Assistant

DSWD Advisory is seeking a dependable, detail-oriented Administrative Assistant in our Frankfort office. This role supports partners and staff with day-to-day administration, with occasional help on basic IT and HR tasks. It suits a proactive professional who enjoys variety, handles confidential information with discretion, and thrives in a deadline-driven professional services environment.

Key responsibilities

Administrative support

• Scan and file documents
• Process and assemble tax documents
• Monthly billing and receivables management
• Realization and utilization reporting
• Handle inquiries and requests from internal and external sources
• Assist other admin team members in maintenance of workflow management systems
• Perform miscellaneous job duties as assigned
• Prepare, format, and proofread correspondence, engagement letters, and client deliverables.
• Maintain paper and electronic filing systems, including document retention and client file organization.
• Process incoming and outgoing mail, courier packages, and scanning of client source documents.
• Order office supplies, coordinate vendors, and oversee general office upkeep.
• Support tax-season and other peak periods with intake, assembly, e-signature routing, and delivery of returns and reports.

Occasional IT and HR support

• Help staff with simple tech issues (printers, passwords, equipment setup) and log tickets with the firm's IT provider.
• Assist with new-hire paperwork, onboarding logistics, and scheduling interviews.
• Keep basic records such as equipment inventory, PTO tracking, and CPE hours.

Required qualifications

• 3 years of administrative assistant or office support experience in a professional office setting.
• Some exposure to basic IT troubleshooting or HR administration is helpful.
• High school diploma or equivalent required; associate degree or some college preferred.
• Advanced proficiency in Microsoft 365 (Outlook, Word, Excel, Teams) and Adobe Acrobat.
• Comfortable learning new software and systems quickly.
• Excellent written and verbal communication with a professional, client-facing demeanor.
• Strong organization and ability to juggle competing priorities and deadlines.
• Proven discretion with confidential client, financial, and personnel information.
• Ability to work onsite in Frankfort, IL

Preferred qualifications

• Public accounting or CPA firm experience, including familiarity with tax-season workflows.
• Exposure to accounting firm software such as CCH Axcess, UltraTax, SmartVault, or a client portal.
• Experience with e-signature tools (DocuSign, Adobe Sign) and document management systems.
• Familiarity with payroll platforms (e.g., ADP, Paychex) or Microsoft 365 user setup.

DSWD Advisory is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected characteristic.