Job Description

For nearly four decades, Friedman + Huey Associates LLP has been providing high-level tax and business consulting services across the United States and in nearly 30 countries around the world. With a tremendous team of professionals, we place a keen focus on providing exceptional service to our clients. Our associates enjoy great camaraderie and an excellent work culture. We work hard/play hard and continue to maintain team relationships even while working remotely/hybrid.

We are looking for an onsite Administrative Assistant to join our team in our Frankfort office. This position will provide administrative support to all levels of the firm. The Administrative Assistant will regularly interact with Partners, all levels of staff and clients. This role requires supreme integrity, trust, and commitment to confidentiality and diplomacy. The ideal candidate should be self-driven, resourceful and think outside of the box. Functions will include some but not all of those listed below.

Essential Functions

• Answer and direct phone calls in a friendly manner.
• Sort and distribute incoming mail.
• Schedule meetings accordingly using Outlook/Teams.
• Send/distribute incoming faxes.
• Prepare US mailings, UPS, FedEx, and messenger packages.
• Finalize letters/notices and draft engagement letters.
• Scan client documents and monthly statements.
• Assign returns to interns and manage 1040 queue.
• Create client codes, create locators, and update account in practice management program.
• Prepare, print, and collate tax organizers.
• Organize and process incoming client data.
• Downloading/uploading client data from portals/websites.
• Create SurePrep binders and import into GoSystem.
• Assemble tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.
• Coordinate and prepare batch filing.
• Record chargeable client expenses.
• Draft, review & post client invoices.
• Prepare various reports as requested.
• Prepare 1099s annually and as requested.
• Coordinate services to maintain the office as directed by Firm Administrator.

Experience

• Bachelor’s degree preferred.
• Experience in the accounting industry preferred.
• Minimum of 5 years of administrative experience supporting multiple individuals in a fast-paced, confidential, professional services environment.
• Possess an intermediate skill level (at minimum ) in the following: Microsoft programs – Excel, Outlook, PowerPoint, Teams, Word.
• Knowledge with programs a plus - e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
• Demonstrate skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving.
• Ability to incorporate creative approaches to various projects by taking initiative and working independently.
• Keen sense of accuracy, attention to detail.
• Basic accounting knowledge a plus.

Benefits

• Highly competitive compensation and benefits package
• Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO
• Perk offerings in a family friendly environment

If you are seeking an employee-centric firm who cares about its employees as individuals and provides career growth opportunities for its team members, we encourage you to apply.

Job Tags

Similar Jobs