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Administrative Assistant 


Position Summary:

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

Essential Job Functions:

  • Meets internal deadlines to match the client expectations for timely delivery of service.
  • Handles regular correspondence with clients as delegated by Directors.
  • Interaction and communication with Directors clients.
  • 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.
  • Transcribes handwritten notes into documents.
  • Receives, reads and routes incoming mail to Director.
  • Composes routine correspondence.
  • Edits and completes agreements according to Directors notes and preferences.
  • Maintains files of correspondence and other records.
  • Maintains control files of matters in progress.
  • Enters Directors 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 simple bookkeeping and journal entries using QuickBooks.
  • Ensures client data is collected in a timely manner to comply with filing requirements.
  • Performs other duties as assigned.
Position Requirements

Education and Experience:

  • Minimum of 5 years of experience as an administrative assistant/office manager.
  • CPA or law 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)
  • Ability to work in a deadline driven environment.
  • Proficiency in Google Docs
  • Ability to perform clerical duties with speed and accuracy without immediate and constant supervision.
  • Good personal and people skills.
  • Desire to learn new 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.



  • Flexible hours and a hybrid work model
  • Dress for your day attire (jeans in the office and appropriate attire at clients)
  • Tuition reimbursement on degrees of Masters in Accounting and Masters in Taxation
  • Reimbursement for CPA exam
  • Discounted gym membership
  • Payment of CPE and professional membership costs
  • Mentoring and Leadership Development Programs
  • Fun firm sponsored social events
  • Generous paid time off and holiday time
  • 15% referral fee for bringing in new clients
  • Competitive compensation package and broad range of insurance programs
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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