Administrative Assistant - Tax

Plante MoranChicago, IL
$24 - $39Hybrid

About The Position

This role is for an Administrative Assistant in the Tax department. The company emphasizes a "we-care" culture, prioritizing employee growth, well-being, and success. They offer support for career journeys and professional goals.

Requirements

  • HS Diploma or GED equivalent required.
  • 3 or more years of experience working in an administrative or executive administrative role, preferably in professional services.
  • Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality.
  • Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook).
  • Candidates must be legally authorized to work in the United States without sponsorship, with the exception of qualified candidates who are bilingual in either Japanese and English or Chinese and English.

Nice To Haves

  • Higher level of education/college coursework preferred.
  • Opportunity to travel locally or overnight to clients.

Responsibilities

  • Assist partner(s) and other team members with various day-to-day administrative duties including scheduling and maintaining calendars, expense reports, organizing/processing billing, travel arrangements various other reservations.
  • Administer and assist with production, editing, and distribution of complex client or Firm deliverables, such as proposals, presentations, reports, spreadsheets, work plans and reports.
  • Schedule and organize various meetings, including reserving of conference rooms (coffee, water, meals, etc.), needed equipment and/or setting up conference calls.
  • Distribute agendas, project lists, minutes and reports in preparation of meetings, when required.
  • Manage Client Relationship Management (CRM) system for respective team members, including various reporting.
  • Prepare various forms and workflows (new client, job codes, check requests, etc.).
  • Monitor partner(s) team training schedules and CPE reporting.
  • Assist other administrative assistants, when necessary; provide backup when needed.
  • Any other office duties as required.

Benefits

  • health insurance
  • dental insurance
  • vision insurance
  • disability insurance
  • life insurance
  • Flexible Time Off
  • various pre-determined holidays
  • 401(k) plan
  • flexible benefits plans
  • business-related travel expense, lodging, and meal reimbursement
  • pension plan (for eligible administrative and paraprofessional staff)
  • discretionary bonus plan (for eligible staff)
  • limited paid sick time (for some contingent staff)
  • option to elect health insurance (for some contingent staff)
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