Administrative Assistant - Tax

Plante & Moran, PLLC; Chicago (IL); On-site; USD 32,000 - 53,000; Full time

Benefits offered by this job

Health insurance

Dental insurance

Vision insurance

Disability insurance

Life insurance

401(k) plan

Flexible time off

Travel reimbursement

Discretionary bonus

Pension plan

Job summary

Plante Moran is seeking an experienced administrative professional to support partners and teams in day-to-day operations. You will manage calendars, prepare client deliverables, and coordinate travel and meetings with a focus on confidentiality and client service.

The role offers opportunities to handle diverse tasks, assist with CRM reporting, and support multiple office functions in a dynamic professional services environment.

Qualifications

• HS Diploma or GED required; higher education preferred.
• 3+ years in an administrative or executive administrative role.
• Strong client service and confidentiality with excellent communication.

Responsibilities

• Assist partners and team with scheduling, calendars, and admin duties.
• Prepare and distribute complex client or firm deliverables (proposals, reports, spreadsheets).
• Schedule meetings, reserve conference rooms, arrange travel and conferencing needs.
• Distribute agendas, project lists, minutes, and reports as required.
• Manage CRM system and generate team reports.
• Prepare forms and workflows (new client, job codes, check requests).
• Monitor training schedules and CPE reporting.
• Provide backup to other administrative staff when needed.
• Perform other office duties as required.
• Travel locally or overnight to clients as needed.

Skills

Administrative support

Calendar management

Client service

MS Office proficiency

Verbal and written communication

Education

HS Diploma or GED

Higher education preferred

Tools

MS Office

Job description

Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us.

Role

• Assist partner(s) and other team members with various day-to-day administrative duties including scheduling and maintaining calendars, expense reports, organizing/processing billing, travel arrangements various other reservations.
• Administer and assist with production, editing, and distribution of complex client or Firm deliverables, such as proposals, presentations, reports, spreadsheets, work plans and reports.
• Schedule and organize various meetings, including reserving of conference rooms (coffee, water, meals, etc.), needed equipment and/or setting up conference calls.
• Distribute agendas, project lists, minutes and reports in preparation of meetings, when required.
• Manage Client Relationship Management (CRM) system for respective team members, including various reporting.
• Prepare various forms and workflows (new client, job codes, check requests, etc.).
• Monitor partner(s) team training schedules and CPE reporting.
• Assist other administrative assistants, when necessary; provide backup when needed.
• Any other office duties as required.

Opportunity to travel locally or overnight to clients.

Qualifications

• HS Diploma or GED equivalent required.
• Higher level of education/college coursework preferred.
• 3 or more years of experience working in an administrative or executive administrative role, preferably in professional services.
• Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality.
• Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook).

Location & Compensation

• Compensation range for this role in CO, IL, OH, and MA is: $23.50 - $38.74 #LI-KK2
• The compensation range reflects the base salary we reasonably expect to pay for this position across our offices in the following regions: CO, IL, OH, and MA. Please review the position description for the applicable geographic location.

Benefits and Perks

• Health, dental, vision, disability, and life insurance.
• Flexible Time Off and various pre-determined holidays.
• 401(k) plan.
• Flexible benefits plans.
• Business-related travel expense, lodging, and meal reimbursement for business-related use.
• A pension plan is also available for eligible administrative and paraprofessional staff.
• A discretionary bonus plan.
• Eligible staff can elect health insurance in addition to limited paid sick time.

Diversity & Inclusion

At Plante Moran, diversity, equity and inclusion means that all staff members have equitable and fair opportunities to succeed, in an inclusive environment, with their individual, unique identities.

Plante Moran is an Equal Opportunity Employer. Plante Moran maintains a drug-free workplace.

Workplace Model

Plante Moran enjoys a “Workplace for Your Day” model which, simply put, means we strive for flexibility and balance while staying true to our principally in-person model. We believe that face-to-face interactions are paramount for individual and collective development, but also encourage individuals to work with their supervisor and team to determine their optimal working environment each day.

Eligibility & Policies

Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Unsolicited resumes from search firms or employment agencies, or similar, will not be paid a fee and become the property of Plante Moran.

The specific statements above are not intended to be all-inclusive.