Tax Administrative Assistant

Our tax team is seeking an administrative support professional, based our of our Lincolnshire headquarters. This opportunity is ideal for the administrative support professional who is familiar with the professional service provider environment and is enthusiastic to further develop their career with a "Best Place to Work" employer within the Chicago area.

The Administrative Assistant will provide expertise in following processes and provide exemplary client service internally and externally. This role requires an experienced professional who exhibits sound judgement, attention to detail, and a strong work ethic; they value integrity, and it shows in their quality of work.

Duties and Responsibilities

This list of duties and responsibilities is not all inclusive and may be expanded as management may deem necessary from time to time.

1. Exude professionalism and warmth as the "face of the team" when greeting clients and directing them to the appropriate team member or accepting documents, etc.

2. Answer incoming calls and promptly respond to client inquiries as able or pass along to the appropriate parties.

3. Intake and distribute incoming mail and package and ship outgoing mail using the appropriate carrier

4. Receive, analyze, and digitize client documents while following firm policies and procedures for document sharing and filing. Ensure proper treatment of documents and distribution to the appropriate engagement team.

5. Prepare deliverables for transmittal to clients consistent with firm's policies and procedures, including reviewing for accuracy, packaging paper deliverables and utilizing firm software to transmit electronic deliverables.

6. Update client databases to ensure firm-wide accuracy and create specialized reports as needed for management.

7. Complete special projects and perform other duties as assigned.

8. Follow and comply with all safety and work rules and regulations.  Maintain departmental housekeeping standards.  Remain current in firm technologies

•       Has at least 2 years of professional administrative support experience, preferably in accounting or legal environment

•       Demonstrates strong communication and client service skills: personable and succinct

•       Solid Microsoft Office Suite experience; particularly Excel

•       General electronic database knowledge

•       Superior attention to detail  

•       Possesses a strong sense of urgency to complete responsibilities efficiently and accurately

•       Self-motivated with a positive attitude, and able to work independently and proactively

•       Ability to work out of our Lincolnshire office (Additional Saturday hours will be mandatory from February to mid-April each year.)

•       Interest in learning more and taking on more responsibilities

Mowery & Schoenfeld, LLC is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, with satellite offices in the Chicago Loop, Downtown Miami, and the Philippines. Our organization is focused on providing personalized service to each client, building a lasting and trusted relationship. Made up of 20 partners and over 200 total employees, Mowery & Schoenfeld ranks among the top ten firms in Illinois and recently named one of the largest accounting firms in Chicago by Crain's Chicago Business.

We take culture seriously by providing a supportive environment focused on growth. Our Firm has been named a Best Firms to Work For by Accounting Today, a Best Firms for Women by Accounting Today, and a Best Place to Work in Chicago by Crain's Chicago Business. Mowery & Schoenfeld offers comprehensive tax, assurance, transaction advisory, outsourced accounting, wealth management, international onboarding, business advisory services, as well as managed IT services through our partnership with Xamin, Inc.

Through our M&S Cares program, we prioritize giving back and provide opportunities for our team to support our larger community. We are grateful to be recognized with the Illinois CPA Society's Time and Talent Public Service Volunteerism Award, awarded to only one firm each year.

We are always looking for employees with a focus on growth, community, and superior client service to join our team.

Mowery & Schoenfeld is an equal opportunity employer. We do not discriminate against any employee or job applicant because of race, color, religion, national origin, sex, physical or mental disability, or age.

For more information on our benefits, click here:

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