Administrative Assistant - Tax

Plant Moran; Chicago (IL); Hybrid; USD 33,000 - 54,000; Full time

Benefits offered by this job

Health insurance

401(k) plan

Discretionary bonus

Flexible Time Off

Pension plan

Job summary

Plante Moran, a leading professional services firm, seeks an experienced administrative professional to support partners and teams across busy schedules and complex client deliverables.

You will coordinate calendars, travel, and meetings, produce and distribute proposals and reports, manage CRM reporting, and assist with billing and expense processes while maintaining high confidentiality and client service orientation.

Qualifications

• HS Diploma or GED equivalent required.
• 3+ years of experience in administrative/executive role, preferably in professional services.
• Superior verbal and written communication with client service focus and confidentiality.
• Solid proficiency with MS Office (Word, Excel, PowerPoint, Outlook).
• Travel locally or overnight to clients.

Responsibilities

• Assist partners and team with day-to-day administrative duties including scheduling calendars, expense reports, billing, travel arrangements, and other reservations.
• Administer and assist with production and distribution of client or firm deliverables such as proposals, presentations, reports and spreadsheets.
• Schedule and organize meetings, reserve conference rooms, equipment, and setup conference calls.
• Distribute agendas, project lists, minutes and reports for meetings as required.
• Manage CRM system for team members, including reporting.
• Prepare forms and workflows (new client, job codes, check requests, etc.).
• Monitor training schedules and CPE reporting for partners’ teams.
• Assist other admins as needed; provide backup when required.
• Other office duties as required.

Skills

Verbal & written communication

Travel flexibility

Independent judgment

Education

HS Diploma or GED

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.

Your role.

Your work will include, but not be limited to:

• 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.

The 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).
• Opportunity to travel locally or overnight to clients.

What makes us different?

On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.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 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.

Plante Moran is committed to a diverse workplace.We strive to create a culture where each person feels accepted and valued. We believe that each person’s ultimate potential begins with first acknowledging their inherent dignity. When we can recognize — and celebrate — our many human differences, we’re able to create a workplace where all staff feel a sense of belonging and an opportunity to succeed. This allows us to attract and retain the best talent, serve clients through diverse thinking, and better represent and support the various communities in which we live and work.Plante Moran is an Equal Opportunity Employer.

Plante Moran maintains a drug-free workplace.

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.

We are pleased to offer eligible staff a robust benefits package. Eligibility and contribution requirements for some of these benefits vary based on the number of hours staff work per week. Highlights include health, dental, vision, disability, and life insurance. In addition to this, eligible staff are able to take advantage of our Flexible Time Off and various pre-determined holidays, as well as a 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 is available for eligible staff. Plante Moran also offers some contingent staff positions the option to elect health insurance in addition to limited paid sick time.

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. Generally, experienced hires are not hired at or near the maximum salary range, as compensation decisions take into account a wide variety of factors, including but not limited to: responsibilities, education, experience, knowledge, skills, and geography. For early career roles, including campus hires, we offer standardized, market-based starting salaries among individuals within the same hiring group. This approach ensures fairness and reflects current industry benchmarks for entry-level talent.

Under Colorado’s Job Application Fairness Act, you have the right to redact, from any documents that you submit in connection with your application, information that identifies your age, date of birth, or dates of attendance at or graduation from an educational institution. Should you wish to exercise your right to redact such information, please redact it prior to submitting documentation.

The compensation range for this role in CO, IL, OH, and MA is: $23.50 - $38.74

This application window is a good-faith estimate of the time that this posting will remain open. This deadline will be promptly updated if the deadline is extended.