Administrative Assistant - Frankfort, IL

Friedman + Huey Associates LLP; Frankfort (IL); On-site; USD 42,000 - 56,000; Full time

Benefits offered by this job

Medical benefits

Dental benefits

Vision benefits

401k

Profit sharing

Paid time off

Job summary

A professional consulting firm in Frankfort, Illinois is seeking an experienced Administrative Assistant to provide comprehensive support to the team. The ideal candidate will possess strong communication and time management skills, with a minimum of 5 years of administrative experience in a fast-paced environment. Responsibilities include managing calls, organizing client data, and assembling tax returns. The firm offers a competitive compensation package and values employee growth in a family-friendly setting.

Qualifications

• Minimum of 5 years of administrative experience in a professional services environment.
• Intermediate skill level in Microsoft Office programs.
• Experience in the accounting industry preferred.
• Knowledge with programs a plus: e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
• Demonstrate time management, communication, interpersonal skills, emotional intelligence, relationship building, collaboration, and problem solving.
• Ability to take initiative and work independently, with keen attention to accuracy and detail.
• Basic accounting knowledge a plus.

Responsibilities

• Answer and direct phone calls.
• Sort and distribute incoming mail.
• Prepare various reports as requested.
• Assemble tax returns, both paper and electronic.
• Coordinate and maintain the office as directed.
• Finalize letters/notices and draft engagement letters.
• Scan client documents and monthly statements.
• Assign returns to interns and manage 1040 queue.
• Create client codes, locators, and update accounts in practice management.
• Prepare, print, and collate tax organizers.
• Organize and process incoming client data.
• Download/upload 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.
• Prepare various reports as requested.
• Prepare 1099s annually and as requested.
• Coordinate services to maintain the office as directed by Firm Administrator.

Skills

Time management

Communication

Interpersonal skills

Problem solving

Attention to detail

Detail-oriented

Independent work

Tools

Microsoft Excel

Microsoft Outlook

Microsoft Word

Microsoft PowerPoint

Microsoft Teams

GoSystem

SurePrep

GoSystem

PracticePro 365

SafeSend

SurePrep

Job description

For nearly four decades, Friedman + Huey Associates LLP has been providing high-level tax and business consulting services across the United States and in nearly 30 countries around the world. With a tremendous team of professionals, we place a keen focus on providing exceptional service to our clients. Our associates enjoy great camaraderie and an excellent work culture. We work hard/play hard and continue to maintain team relationships even while working remotely/hybrid.

We are looking for an onsite Administrative Assistant to join our team in our Frankfort office. This position will provide administrative support to all levels of the firm. The Administrative Assistant will regularly interact with Partners, all levels of staff and clients. This role requires supreme integrity, trust, and commitment to confidentiality and diplomacy. The ideal candidate should be self-driven, resourceful and think outside of the box.

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, 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.
• Prepare various reports as requested.
• Prepare 1099s annually and as requested.
• Coordinate services to maintain the office as directed by Firm Administrator.

Experience

• 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.

We offer a highly competitive compensation and benefits package, including Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO, and perk offerings in a family-friendly environment.

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.