Administrative Assistant - Northbrook

• You’ll be responsible for…: Answer and direct phone calls in a friendly manner.
• Sort and distribute incoming mail.
• Schedule meetings accordingly using Outlook/Teams.
• Send/distribute incoming faxes.
• Prepare US mailings, UPS, FedEx, and messenger packages.
• Finalize letters/notices and draft engagement letters.
• Scan client documents and monthly statements.
• Assign returns to interns and manage 1040 queue.
• Create client codes, create locators, and update account in practice management program.
• Prepare, print, and collate tax organizers.
• Organize and process incoming client data.
• Downloading/uploading client data from portals/websites.
• Create SurePrep binders and import into GoSystem.
• Assemble tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.
• Coordinate and prepare batch filing.
• Record chargeable client expenses.
• Draft, review & post client invoices.
• Prepare various reports as requested.
• Prepare 1099s annually and as requested.
• Coordinate services to maintain the office as directed by Firm Administrator.

• You need…: Bachelor’s degree preferred.
• Experience in the accounting industry preferred.
• Minimum of 5 years of administrative experience supporting multiple individuals in a fast-paced, confidential, professional services environment.
• Possess an intermediate skill level (at minimum) in the following: Microsoft programs – Excel, Outlook, PowerPoint, Teams, Word.
• Knowledge with programs a plus - e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
• Demonstrate skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving.
• Ability to incorporate creative approaches to various projects by taking initiative and working independently.
• Keen sense of accuracy, attention to detail.
• Basic accounting knowledge a plus.

What’s in it for you?: You’ll be part of an environment where you can develop and succeed personally and professionally, guided by our six core values of integrity, excellence, empowerment, teamwork, flexibility, and accountability.

We care about our employees as individuals and helping them grow their careers in the areas they’re interested in while balancing workloads. We have a mentoring program, but everyone is willing to help their co-workers, whether it be a question on a return or your career goals. We all work hard/play hard and have maintained team relationships even in a remote environment.

• You’ll get…: Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO
• Perk offerings in a family friendly environment
• Generous paid time off
• Summer Fridays
• Office closed between Christmas - New Year