Administrative Assistant

Monotelo Advisors Inc; West Brooklyn (IL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k)

401(k) matching

Competitive Compensation

Career Growth Opportunities

Job summary

Monotelo Advisors Inc is seeking an Administrative Assistant to support office staff, answer phones, schedule meetings, and draft correspondence. The role involves tax preparation tasks (1099 and 1040), payroll support, and client accounting using QuickBooks. Strong organization and communication are essential.

The ideal candidate will have experience with tax processes and be comfortable learning Canopy and Drake Tax, with opportunities for training and career growth.

Qualifications

• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail.
• Experience with tax preparation including 1099 and 1040 is a plus.
• Payroll and corporate/tax software experience is desirable.

Responsibilities

• Answer phones and greet clients.
• Tax preparation including 1099 and 1040; tax planning.
• Prepare invoices and manage client billing.
• Maintain logbook of tax work in progress; monitor completion of tax returns.
• Prepare financial statements in Excel and handle payroll for client schedules.
• Experience with QuickBooks, Drake Tax, Canopy, and Microsoft 365 is a plus.

Skills

Attention to detail

Communication skills

Organized

Willingness to learn

Education

CPA/EA certification preferred

Tools

QuickBooks

Microsoft 365

Drake Tax

Canopy

Job description

Benefits

• Paid time off
• Training & development
• 401(k)
• 401(k) matching

Benefits/Perks

• Competitive Compensation
• Paid Time Off
• Career Growth Opportunities

Job Summary

We are seeking a motivated and outgoing Administrative Assistant to join our team. In this role, you will provide support to our office employees, ensuring they have all the information and resources they need to perform their best. Your responsibilities will include answering phone calls, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

Job Description / Duties

• Answer phones and greet clients that come into the office
• Tax preparation including 1099 and 1040
• Tax planning
• Corporate, Estate and Trust tax preparation experience a plus
• Organize and scan tax documents
• Print and assemble tax returns
• Client wrap-up meetings
• Prepare invoices
• Maintain accurate logbook of tax work in progress
• Follow flow of tax returns to monitor completeness
• Client accounting using multiple versions of QuickBooks
• Prepare financial statements in Excel
• Prepare payroll for clients on their normal schedule
• Track and calculate adjustments to payroll additions and deductions
• Assist with preparing payroll tax returns and W-2’s
• Assist with preparing sales tax returns
• Monitor office supplies and place re-order as needed
• QuickBooks, Microsoft 365, and Drake Tax experience a plus
• QuickBooks certification a plus
• Canopy client management software experience a plus
• Enrolled Agent or CPA a plus
• Strong attention to detail and willingness to learn
• Strong communication skills