Tax & Administrative Support Specialist - Hybrid

Brown CPA Group; Northbrook (IL); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

401(k) plan

Health insurance

Phone data allowance

Wellness reimbursement program

Client acquisition incentives

Job summary

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.

Responsibilities

• 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

Skills

Administrative experience

Organizational skills

Client communication

Time management

Problem solving

Job description

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