Executive Support Professional

Friedman Huey Associates LLP, a leading tax and business consulting firm, is seeking an experienced Administrative Assistant to join their team in Frankfort. This role will provide administrative support to all levels of the firm, requiring supreme integrity, trust, and commitment to confidentiality and diplomacy.

The ideal candidate will be self-driven, resourceful, and able to think outside the box. Key responsibilities include answering and directing phone calls, sorting and distributing incoming mail, scheduling meetings using Outlook/Teams, and preparing US mailings and packages.

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.

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 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:

• Competitive compensation package.
• Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO.
• Perk offerings in a family-friendly environment.