Administrative Assistant - Northbrook, United States - North Bridge Staffing Group

North Bridge Staffing Group Northbrook, United States

3 days ago

Description

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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