Administrative Assistant: Client & Office Support

Monotelo Advisors; Illinois; Presencial; USD 40.000 - 50.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Competitive Compensation

Paid Time Off

Career Growth Opportunities

Descripción de la vacante

Monotelo Advisors is seeking an Administrative Assistant to support our office employees, answering phones, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

The role involves handling tax documents, organizing files, printing and assembling tax returns, and assisting with payroll and client accounting tasks using QuickBooks and Drake Tax.

Formación

• Experience with QuickBooks, Drake Tax and Canopy is a plus.
• Strong written and verbal communication skills are essential.
• Highly organized with attention to detail and a customer‑facing orientation.

Responsabilidades

• Answer phones and greet clients that come into the office
• 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

Conocimientos

Excellent written and verbal English

Highly organized

Strong attention to detail

Willingness to learn

Friendly demeanor

Customer service oriented

Herramientas

QuickBooks

Drake Tax

Canopy

Microsoft 365

Excel

Descripción del empleo

Monotelo Advisors is seeking an Administrative Assistant to support our office employees, answering phones, scheduling appointments, planning meetings, and writing correspondence. The ideal candidate is highly organized with excellent written and verbal communication skills and a friendly demeanor.

The role involves handling tax documents, organizing files, printing and assembling tax returns, and assisting with payroll and client accounting tasks using QuickBooks and Drake Tax.