Onsite Administrative Assistant — Tax & Advisory Team

Friedman & Huey Associates LLP; Frankfort (IL); Hybrid; USD 35,000 - 55,000; Full time

Job summary

Friedman+Huey Associates LLP in Frankfort, IL seeks an on-site Administrative Assistant to support partners and staff with confidential clerical tasks. You will manage schedules, prepare tax documents, and coordinate client data in a professional services setting.

The role requires discretion, resourcefulness, and the ability to draft engagement letters. You will interact with clients and internal teams while maintaining a high level of service and accuracy.

Qualifications

• Experience supporting Partners and staff in a professional services firm.
• Demonstrates integrity, confidentiality, and diplomacy.
• Self-driven, resourceful, and proactive.
• Ability to draft engagement letters and prepare correspondence.

Responsibilities

• Answer and direct phone calls in a friendly manner.
• Sort and distribute incoming mail.
• Schedule meetings using Outlook/Teams.
• Prepare tax organizers and client data.
• Create client codes, update locators, and manage 1040 queue.
• Assemble tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.

Skills

Phone etiquette

Calendar management

Document preparation

Confidentiality

Client coordination

Tools

Outlook

Teams

GoSystem

SurePrep

Microsoft Word

Excel

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 Frankfort 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…

Essential Functions

• 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.
• Experience in the accounting industry preferred.
• Minimum of 5 years of administrative experience supporting multiple individuals in a fast-paced, confidential, professional services environment.
• Possess an intermediate skill level (at minimum) in the following: Microsoft programs – Excel, Outlook, PowerPoint, Teams, Word.
• Knowledge with programs a plus - e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
• Demonstrate skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving.
• Reliable transportation is required for tasks such as food pick-ups, taking packages to USPS, UPS and FedEx locations.
• Ability to incorporate creative approaches to various projects by taking initiative and working independently.
• Keen sense of accuracy, attention to detail.
• Basic accounting knowledge a plus.

What’s in it for you?

You’ll be part of an environment where you can develop and succeed personally and professionally, guided by our six core values of integrity, excellence, empowerment, teamwork, flexibility, and accountability.

We care about our employees as individuals and helping them grow their careers in the areas they’re interested in while balancing workloads. We have a mentoring program, but everyone is willing to help their co-workers, whether it be a question on a return or your career goals. We all work hard/play hard and have maintained team relationships even in a remote environment.

You’ll get…

• Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO
• Perk offerings in a family friendly environment
• Generous paid time off
• Summer Fridays
• Office closed between Christmas - New Year

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.

Firm Contribution to Profit Sharing Plan