Administrative Assistant - Northbrook

Fhassoc; Northbrook (IL); Hybrid; USD 38,000 - 48,000; Full time

Job summary

Friedman+Huey Associates LLP is seeking an onsite Administrative Assistant for our Northbrook office. You will provide administrative support to Partners and staff, manage calendars, route communications, and assist with tax document preparation and client data organization.

The role requires integrity, confidentiality, and proactive problem-solving in a hybrid-friendly firm culture. The ideal candidate will be self-driven, resourceful, and able to handle multiple tasks such as filing, scanning,

Qualifications

• Experience providing admin support to senior staff or partners.
• Ability to handle confidential information with discretion.
• Strong organization and multi-tasking skills.
• Proficiency with Microsoft Outlook, Teams and calendar management.

Responsibilities

• Answer and direct phone calls in a friendly manner.
• Sort and distribute incoming mail and packages.
• Schedule meetings using Outlook/Teams.
• Prepare mailings and engage with courier services.
• Assist with tax document preparation and client data organization.
• Coordinate and prepare batch filing and 1099s as needed.
• Support office operations and maintain practice management data.

Skills

Outlook

Phone etiquette

Document handling

Data entry

Attention to detail

Confidentiality

Tools

GoSystem

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 onsiteAdministrative Assistantto join our team in our Northbrook 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. Functions will include some but not all of those listed below.

If we sound like the place where your skills can support our mission – and you’re ready to break the mold of what clients expect when working with their accountant – you could be the perfect fit as our next Administrative Assistant.

You’ll be responsible for…

• 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.

What’s in it for you?

You’ll get…

We’re always looking for innovative, driven professionals with a passion and understanding of accounting to bring their skill set to our team and clients. If this sounds like you, but this position doesn’t seem like the right fit, check out our other opportunities.