Tax & Office Support Specialist

Monotelo Advisors; West Brooklyn (IL); On-site; USD 42,000 - 54,000; 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 seeks an Administrative Assistant to support office staff, answer phones, schedule meetings and draft correspondence. You will handle tax prep tasks (1099/1040), payroll processing, invoicing, and document management using QuickBooks, Drake Tax, and Microsoft 365.

The ideal candidate is highly organized with strong written and verbal communication skills and a friendly demeanor, ensuring smooth day-to-day office operations.

Qualifications

• Tax preparation experience including 1099 and 1040
• Can provide accurate tax document organization and scanning
• Proficiency with QuickBooks and Drake Tax tools is a plus
• Enrolled Agent or CPA a plus

Responsibilities

• Answer phones and greet clients that come into the office
• Tax preparation including 1099 and 1040
• Tax planning
• Corporate, Estate and Trust tax preparation experience a plus
• Organize and scan tax documents
• Print and assemble tax returns
• Client wrap-up meetings
• Prepare invoices
• Maintain accurate logbook of tax work in progress
• Follow flow of tax returns to monitor completeness
• Client accounting using multiple versions of QuickBooks
• Prepare financial statements in Excel
• Prepare payroll for clients on their normal schedule
• Track and calculate adjustments to payroll additions and deductions
• Assist with preparing payroll tax returns and W-2’s
• Assist with preparing sales tax returns
• Monitor office supplies and place re-order as needed
• Canopy client management software experience a plus
• Enrolled Agent or CPA a plus
• Strong attention to detail and willingness to learn
• Strong communication skills

Skills

Strong communication skills

Highly organized

Attention to detail

Friendly demeanor

Tools

QuickBooks

Drake Tax

Canopy

Microsoft 365

Excel

QuickBooks Certification

Job description

Monotelo Advisors seeks an Administrative Assistant to support office staff, answer phones, schedule meetings and draft correspondence. You will handle tax prep tasks (1099/1040), payroll processing, invoicing, and document management using QuickBooks, Drake Tax, and Microsoft 365.

The ideal candidate is highly organized with strong written and verbal communication skills and a friendly demeanor, ensuring smooth day-to-day office operations.