Administrative Assistant — CPA Firm Support

Porte Brown LLC; McHenry (IL); On-site; USD 42,000 - 56,000; Full time

Job summary

Porte Brown LLC is seeking an Administrative Assistant in McHenry to support partners, managers, and accounting staff. You will prepare, edit, and format client documents, manage calendars, and handle calls with professionalism.

The role requires strong organizational skills, accuracy, and discretion in handling confidential information, along with reliable collaboration across the firm’s teams.

Qualifications

• 3–5 years of administrative experience in a professional services environment.
• Excellent written and verbal communication skills.
• Strong organizational and time management abilities.
• High level of accuracy and attention to detail.
• Ability to maintain confidentiality and exercise sound judgment.
• Ability to prioritize multiple deadlines in a fast-paced environment.

Responsibilities

• Provide administrative support to partners, managers, and accounting staff.
• Prepare, edit, proofread, and format client documents.
• Schedule meetings, manage calendars, and coordinate appointments.
• Answer and direct incoming calls and greet clients professionally.
• Coordinate client communications and maintain positive client relationships.
• Maintain electronic and physical filing systems per firm policies.
• Assist with engagement setup, document organization, and workflow tracking.
• Process incoming and outgoing mail, courier deliveries, and electronic transmissions.
• Assist with tax return assembly, financial statement preparation, and client deliverables.
• Handle confidential client and firm information with confidentiality.
• Monitor office supplies and coordinate vendor orders.
• Maintain confidential client records and comply with firm security procedures.
• Provide backup administrative support for other team members as needed.
• Perform other administrative duties assigned by management.

Skills

Administrative experience

Communication skills

Organization

Time management

Tools

Microsoft Office

Adobe Acrobat

Document management software

Electronic filing systems

Microsoft Teams

Job description

Porte Brown LLC is seeking an Administrative Assistant in McHenry to support partners, managers, and accounting staff. You will prepare, edit, and format client documents, manage calendars, and handle calls with professionalism.

The role requires strong organizational skills, accuracy, and discretion in handling confidential information, along with reliable collaboration across the firm’s teams.