Administrative & Tax Support Assistant

Brown CPA Group; Northbrook (IL); Hybride; USD 50 000 - 60 000; Plein temps

Avantages offerts par ce poste

401(k) plan

Health insurance

Phone data allowance

Wellness reimbursement program

Client acquisition incentives

Résumé du poste

Brown CPA Group in Northbrook, IL is seeking an experienced Administrative & Tax Support Assistant to join our team. This role supports daily operations, client service, and tax preparation, with in-office duties during tax season and a hybrid schedule after.

You will help streamline workflows and deliver top-quality service to our clients. Responsibilities include drafting tax returns for client review, managing client databases, coordinating appointments, assisting with billing, and

Qualifications

• 2+ years of administrative experience, preferably in a CPA or professional services setting.
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills with a client-service mindset.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.

Responsabilités

• Coordinate draft tax returns to clients and obtain e-file signatures as needed.
• Support e-filing processes and monitor acknowledgments from IRS/state agencies.
• Manage client databases, track filing deadlines, and maintain secure records
• Draft and proofread correspondence, reports, and engagement letters
• Provide administrative support to partners, managers, and staff
• Schedule and coordinate client appointments, meetings, and firm events
• Handle client communications by phone, email, and in person professionally
• Assist with billing, invoicing, and time entry processes
• Maintain physical and electronic filing systems in compliance with firm policies
• Assist with other projects as needed

Connaissances

Administrative experience

Organizational skills

Client communication

Time management

Problem solving

Description du poste

Brown CPA Group, a well-established firm in Northbrook, IL, is seeking an experienced Administrative & Tax Support Assistant to join our team. We offer a unique opportunity for career growth and are committed to mentoring and rewarding high-performing employees.

About the Role

We are seeking a detail-oriented and motivated Administrative & Tax Support Specialist to join our team. In this role, you will support the firm’s daily operations, client service, and tax preparation processes. This role requires strong organizational skills, attention to detail, and the ability to manage multiple priorities while maintaining professionalism with clients and colleagues. The ideal candidate has experience in both administrative support and tax support compliance, with a proven ability to streamline workflows and deliver top-quality service. We require in office during tax season and hybrid post tax season.

Responsibilities

• Coordinate providing draft tax returns to clients and obtaining e-file signatures as needed
• Support e-filing processes and monitor acknowledgments from IRS and state agencies
• Manage client databases, track filing deadlines, and maintain secure records
• Draft and proofread correspondence, reports, and engagement letters
• Provide administrative support to partners, managers, and professional staff
• Schedule and coordinate client appointments, meetings, and firm events
• Handle client communications by phone, email, and in person in a professional and timely manner
• Assist with billing, invoicing, and time entry processes
• Maintain physical and electronic filing systems in compliance with firm policies
• Assist with other projects as needed.

Qualifications

• 2+ years of administrative experience; experience in a CPA firm or professional services environment preferred.
• Excellent organizational skills and attention to detail.
• Strong communication and interpersonal skills with a client-service mindset
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Strong problem-solving abilities and a proactive approach to tasks.

Pay range and compensation package:

Competitive Salary: $50,000 – $60,000+, adjusted for skill, experience, and performance.

Performance Incentive: Tax season bonus.

Robust Retirement Plan: Features a 401(k) and significant company contributions (3%-10% of gross salary) to your retirement fund.

Health Support: Health insurance plan reimbursements, including dental and vision and term-life.

Other Benefits Package: Phone data allowance, wellness reimbursement program and additional incentives for acquisition of new clients.

Equal Opportunity Statement

A strong commitment to diversity and inclusion.

BCPA is a firm where you can truly build a career. There are real opportunities to grow, take on new challenges, and expand your leadership skills. At the same time, the culture is supportive and team-driven, with a strong commitment to work-life balance.

Mary Serbekian Business Manager

As a recent graduate, my experience at Brown CPA Group has been defined by a supportive and collaborative work environment where interns are treated as valued members of the team. I gained exposure to all areas of the firm and was trusted with real responsibility, including working with clients early on, while always having guidance when needed. As a small firm, the culture encourages teamwork and support, making my transition to a full-time role seamless and rewarding.

Hardy Wagner Staff Accountant

BCPA is a firm where you can truly build a career. There are real opportunities to grow, take on new challenges, and expand your leadership skills. At the same time, the culture is supportive and team-driven, with a strong commitment to work-life balance.

Mary Serbekian Business Manager

As a recent graduate, my experience at Brown CPA Group has been defined by a supportive and collaborative work environment where interns are treated as valued members of the team. I gained exposure to all areas of the firm and was trusted with real responsibility, including working with clients early on, while always having guidance when needed. As a small firm, the culture encourages teamwork and support, making my transition to a full-time role seamless and rewarding.