Administrative Assistant - McHenry

Porte Brown•McHenry, IL

About The Position

The Administrative Assistant provides support to partners, managers, and accounting staff. The role prepares and formats client documents, manages calendars and communications, maintains filing systems, assists with engagement workflows and client deliverables, and handles office operations. The position requires discretion with confidential information, strong client service, and the ability to manage competing deadlines in a fast-paced environment.

Requirements

Associate degree or equivalent experience preferred.
3–5 years of administrative experience, preferably in a CPA firm, accounting firm, legal office, or other professional services environment.
Excellent written and verbal communication skills.
Strong organizational and time management abilities.
High level of accuracy and attention to detail.
Ability to maintain confidentiality and exercise sound judgment.
Strong customer service skills.
Ability to prioritize multiple deadlines in a fast-paced environment.
Advanced proficiency in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint).
Proficiency with Adobe Acrobat, document management software, electronic filing systems, and Microsoft Teams or similar collaboration platforms.

Nice To Haves

Familiarity with tax and accounting software such as CCH, Thomson Reuters, or Drake Software.

Responsibilities

Prepare, edit, proofread, and format correspondence, reports, financial statements, and other client documents.
Schedule meetings, manage calendars, and coordinate appointments.
Answer and direct incoming phone calls and greet clients professionally.
Coordinate client communications and maintain positive client relationships.
Maintain electronic and physical filing systems in accordance with firm policies.
Assist with engagement setup, document organization, and workflow tracking.
Process incoming and outgoing mail, courier deliveries, and electronic document transmissions.
Assist with tax return assembly, financial statement preparation, and client deliverables.
Handle sensitive client and firm information confidentially and maintain client records in accordance with security and privacy procedures.
Monitor office supplies and coordinate vendor orders.
Provide backup administrative support for other team members as needed.
Perform other administrative duties assigned by management.