Administrative Assistant, Tax

DUGGAN BERTSCH, LLC • Chicago, IL

4d • Onsite

About The Position

DBTA is a full-service accounting firm that specializes in the needs of the Private Client. Our clients include ultra-high net worth and new wealth individuals (business owners, athletes, and entertainers). Our practice areas include individual and partnership tax return preparations, trust tax returns, corporate tax returns, estate and gift tax planning, and international tax returns. We are a group of talented entrepreneurial professionals who care about culture and growth. The Administration Assistant, Tax plays a critical role in supporting the efficiency and effectiveness of our accounting team. You will be responsible for a variety of administrative tasks related to case management, document preparation, client communication, and office operations.

Requirements

• Strong research and writing skills are essential.
• Excellent organizational and time management skills are crucial.
• The ability to work independently and prioritize multiple tasks effectively is necessary.
• Strong communication and interpersonal skills, both written and verbal, are required.
• Discretion and respect for client confidentiality are essential.
• A positive and team-oriented attitude is valued.
• Excellent written and verbal communication skills.
• Deadline and detail oriented.
• Technology skills, Microsoft Office proficient.
• Interpersonal skills.
• Strong attention to detail.

Nice To Haves

• Bachelor’s Degree preferred.

Responsibilities

• Maintaining and organizing files, both electronically and physically.
• Manage client communication.
• Drafting and sending client correspondence.
• Maintaining positive and professional relationships with clients.
• Provide administrative support to the tax team.
• Processing invoices and managing billing tasks.
• Maintaining a clean and organized office environment.
• Assisting with special projects and initiatives.

Benefits

• Medical, Dental, and Vision insurance
• Immediate participation in 401(k) and 100% vested match after 1 year of service
• Company paid life and long-term disability insurance
• HSA, HRA and Flex Spending Account options
• Dynamic and diverse work environment
• Opportunities for professional growth and development.
• Paid holidays and 15 PTO days annually

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level