Administrative Assistant, Tax

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DUGGAN BERTSCH, LLC

Posted 3 months ago

Full Time

Chicago, Illinois

In Person

Smart Summary

Responsibilities

The Administrative Assistant supports the tax team by managing client communications, drafting correspondence, and organizing electronic and physical files. They are also responsible for processing invoices, billing tasks, and maintaining general office operations.

Qualifications

You possess strong research, writing, and communication skills, with proficiency in Microsoft Office and excellent organizational abilities. You can work independently, manage multiple tasks, and maintain client confidentiality. A Bachelor's degree is preferred for this role.

Must Have Skills for ATS

Microsoft Office

Job Description

Job Title:
Administration Assistant, Tax - DBTA, Chicago

About DB Tax & Accounting (DBTA):
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.   

Job Summary:
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.

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.
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.

Qualifications:
Excellent written and verbal communication skills.
Deadline and detail oriented.
Technology skills, Microsoft Office proficient.
Interpersonal skills.
Bachelor’s Degree preferred.
Strong attention to detail.

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 

The salary range for this position is $45,000-$50,000 annually.

#DBTA

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DUGGAN BERTSCH, LLC

Join DB Tax & Accounting, LLC (DBTA) and become part of a dynamic team that thrives on tackling complex tax challenges. We offer a collaborative environment where your expertise is valued, your skills are honed, and your career aspirations are nurtured. At DBTA, we are not just about numbers; we are about building lasting relationships with our clients and within our team. 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). The taxation practice of DBTA include preparation for the following tax returns: Trust, Corporate, Individual, Estate & Gift, Captive Insurance, Partnership, Private Foundation, and International.
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