What are the responsibilities and job description for the Administrative Assistant position at Friedman + Huey Associates LLP?
High-level tax and business consulting services provider, Friedman Huey Associates LLP, seeks an onsite Administrative Assistant in our Frankfort office. 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:
- Answering and directing phone calls in a friendly manner.
- Scheduling meetings accordingly using Outlook/Teams.
- Preparing US mailings, UPS, FedEx, and messenger packages.
- Finalizing letters/notices and drafting engagement letters.
- Scanning client documents and monthly statements.
- Assigning returns to interns and managing 1040 queue.
- Creating client codes, creating locators, and updating account in practice management program.
- Preparing, printing, and collating tax organizers.
- Organizing and processing incoming client data.
- Downloading/uploading client data from portals/websites.
- Creating SurePrep binders and importing into GoSystem.
- Assembling tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.
- Coordinating and preparing batch filing.
- Recording chargeable client expenses.
- Drafting, reviewing & posting client invoices.
- Preparing various reports as requested.
Requirements:
- 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 Microsoft programs – Excel, Outlook, PowerPoint, Teams, Word.
- Knowledge with programs a plus - e-Form RS, GFR, GoSystem, PracticePro 365, SafeSend, SurePrep.
Benefits:
- Highly competitive compensation and benefits package.
- Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO.
- Perk offerings in a family-friendly environment.
