Administrative Assistant – Tax & Office Support

Monotelo Advisors Inc; West Brooklyn (IL); On-site; USD 38,000 - 52,000; Full time

Benefits offered by this job

Paid time off

Training & development

401(k)

401(k) matching

Competitive Compensation

Career Growth Opportunities

Job summary

Monotelo Advisors Inc is seeking an Administrative Assistant to support office staff, answer phones, schedule meetings, and draft correspondence. The role involves tax preparation tasks (1099 and 1040), payroll support, and client accounting using QuickBooks. Strong organization and communication are essential.

The ideal candidate will have experience with tax processes and be comfortable learning Canopy and Drake Tax, with opportunities for training and career growth.

Qualifications

• Excellent written and verbal communication skills.
• Highly organized with strong attention to detail.
• Experience with tax preparation including 1099 and 1040 is a plus.
• Payroll and corporate/tax software experience is desirable.

Responsibilities

• Answer phones and greet clients.
• Tax preparation including 1099 and 1040; tax planning.
• Prepare invoices and manage client billing.
• Maintain logbook of tax work in progress; monitor completion of tax returns.
• Prepare financial statements in Excel and handle payroll for client schedules.
• Experience with QuickBooks, Drake Tax, Canopy, and Microsoft 365 is a plus.

Skills

Attention to detail

Communication skills

Organized

Willingness to learn

Education

CPA/EA certification preferred

Tools

QuickBooks

Microsoft 365

Drake Tax

Canopy

Job description

Monotelo Advisors Inc is seeking an Administrative Assistant to support office staff, answer phones, schedule meetings, and draft correspondence. The role involves tax preparation tasks (1099 and 1040), payroll support, and client accounting using QuickBooks. Strong organization and communication are essential.

The ideal candidate will have experience with tax processes and be comfortable learning Canopy and Drake Tax, with opportunities for training and career growth.