Administrative Assistant

Found in: Appcast Linkedin GBL C2 - 2 weeks ago

Northbrook, United States North Bridge Staffing Group Full time

Do you want to work with like-minded people and be rewarded for it? Do you have supreme integrity, trust, and commitment to confidentiality and diplomacy? Are you self-driven, resourceful, and think outside of the box?

A leading tax, accounting, and consulting firm among the AICPA’s Group of 400 firms, isn’t your average accounting firm. Our team works with high-net-worth clients across multiple industries. We have the sophisticated clientele, services, and software larger firms have but deliver it via a more personalized service platform.

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…

  • Providing support for all staff
  • Answering and directing incoming phone calls in a friendly manner
  • Sorting and distributing incoming mail
  • Preparing mailings, UPS, FedEx and messenger packages, including going to the post office, FedEx or UPS facilities as needed
  • Finalizing letters/notices and drafting engagement letters as requested
  • Scanning client documents and monthly statements
  • Creating client codes and locators and updating accounts in practice management program
  • Preparing, printing and collating tax organizers
  • Organizing and processing incoming client data
  • Creating SurePrep binders
  • Assembling paper and electronic tax returns (individual, trust, entities, gift tax, estate tax) using SafeSend
  • Coordinating and preparing batch filing (monthly/deadlines)
  • Recording chargeable client expenses
  • Attending firm committee meetings and record meeting minutes
  • Coordinating services to maintain the office as directed by office managing partner


You need…

  • A bachelor’s degree with a concentration in business administration preferred
  • A minimum of 3-5 years of administrative or operations experience supporting a partner and/or senior executives in a fast-paced, confidential, professional services environment
  • Skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving
  • An ability to incorporate creative approaches to various projects by taking initiative and working independently
  • A keen sense of accuracy and a strong attention to detail
  • An advanced working knowledge of MS Office Suite, with a certification and PowerBI experience a plus (skill testing required)
  • Basic accounting knowledge (not required, but a plus)

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