Administrative Assistant - Northbrook, IL

Essential Functions: 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, Fed Ex, 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 Sure Prep 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. Experience 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, Power Point, Teams, Word. Knowledge with programs a plus - e-Form RS, GFR, GoSystem, Practice Pro 365, Safe Send, Sure Prep. Reliable transportation is required for tasks such as food pick-ups, taking packages to USPS, UPS and Fed Ex locations. 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.

Benefits: Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTOPerk offerings in a family friendly environment Generous paid time off Summer Fridays Office closed between Christmas - New Years If you are seeking an employee-centric firm who cares about its employees as individuals and provides career growth opportunities for its team members, we encourage you to apply.