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Tax Paraprofessional/Administrative Assistant 


Position Summary:

Performs administrative and paraprofessional work for several Directors; general office functions; performs related work as required.


Essential Job Functions:

  • Handles regular correspondence with clients as delegated by Directors.
  • Performs projects by planning the tax processes and procedures
  • Meets internal deadlines to match the client expectations for timely delivery of service
  • Ensures client data is collected in a timely manner to comply with filing requirements
  • Seeks advice regarding issues and problems relating to tax compliance
  • Identifies missing items to prepare returns
  • Uses Firm compliance software to maximize efficiency of tax returns
  • Interaction and communication with Directors’ clients.
  • Performs simple bookkeeping and journal entries using QuickBooks.
  • Schedules appointments and keeps appointment calendars for multiple Directors using Microsoft Outlook.
  • Prepares responses to client notices received from the IRS and other government body agencies.
  • Arranges for meetings and conferences and may take notes.
  • Receives, reads and routes incoming mail to Director.
  • Composes routine correspondence.
  • Maintains files of correspondence and other records.
  • Maintains control files of matters in progress.
  • Enters Director’s time and expenses into appropriate system.
  • Prepares monthly billing invoices and account statements for each assigned Director.
  • Answers telephone and answers routine questions or routes calls to appropriate staff members.
  • Serves as backup to receptionist at regularly scheduled intervals.
  • Performs other duties as assigned.
Position Requirements

Education and Experience:

  • Minimum of 5 years of experience as an administrative assistant/office manager.
  • CPA firm experience strongly preferred



  • Ability to perform several tasks concurrently with ease and professionalism.
  • Proficiency with Windows OS and Microsoft Office applications (Excel, Word, PowerPoint and Outlook)
  • Knowledge of bookkeeping and making journal entries using QuickBooks software and Excel worksheets
  • Knowledge of tax return assembly and filing
  • Experience preparing individual or sales tax returns a plus.
  • Ability to perform clerical duties with speed and accuracy without immediate and constant supervision.
  • Good personal and people skills..
  • Ability to demonstrate sound judgment and analyze problems logically and comprehensively. Distinguishes between relevant and irrelevant information.
  • Ability to work effectively in a team environment as well as independently.
  • Ability to handle sensitive/confidential matters in a tactful and discreet manner.
  • Ability to interface with a variety of management levels.
Full-Time/Part-Time Full-Time  
Location Chicago  
EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.  

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