Administrative Assistant - EngTal : Job Details

Our client, a highly successful public accounting firm, is hiring an Administrative Assistant for their Northbrook office. They are a trusted provider of tax and business consulting services, serving clients across the U.S. and internationally. With a strong team-oriented culture, they offer a supportive and engaging work environment where employees can thrive.

This role will provide administrative support to all levels of the firm, interacting directly with partners, staff, and clients. The ideal candidate is proactive, detail-oriented, and highly organized, with the ability to manage confidential information with discretion.

Key Responsibilities

• Answer and direct phone calls professionally.
• Sort and distribute incoming mail and faxes.
• Schedule meetings and manage calendars using Outlook and Teams.
• Prepare and handle outgoing mail, UPS, FedEx, and courier deliveries.
• Draft, finalize, and distribute engagement letters and client correspondence.
• Scan, organize, and manage client documents and monthly statements.
• Assign tax returns to interns and oversee the 1040 queue.
• Maintain and update client records in the practice management system.
• Prepare, print, and assemble tax organizers and returns (individual, trust, entity, gift, estate).
• Download and upload client data from various portals.
• Assist with tax preparation processes, including SurePrep binder creation and GoSystem imports.
• Coordinate batch filings and record client-related expenses.
• Draft, review, and process client invoices.
• Prepare reports and manage annual 1099 filings.
• Support office operations and assist with facility coordination as needed.

Qualifications

• Bachelor's degree preferred.
• Experience in the accounting industry is a plus.
• Minimum of 5 years of administrative experience in a professional services environment.
• Proficiency in Microsoft Office Suite (Excel, Outlook, PowerPoint, Word, Teams).
• Familiarity with e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, and SurePrep is a plus.
• Strong organizational, communication, and problem-solving skills.
• Ability to work independently and think creatively to improve processes.
• High attention to detail and accuracy.
• Basic accounting knowledge is a plus.

If you are interested in the position or want to learn more, please reach out to Casey Crawford with Engtal who is managing the search.