Overview:

Our tax administrative team is an integral part of our 130+ person strong tax department and provides support to that department and its clients. Our in-office support occurs primarily in our Deerfield headquarters location but occasional travel to our Chicago or Downers Grove office may be required.

Administrators follow set procedures but may exercise some independent judgment in carrying out those procedures.

General Responsibilities:

• Process electronic business and individual tax returns and extensions through e-file submissions

• Utilize firm procedures and tracking systems to ensure all data is entered accurately and received by IRS and state jurisdictions based on deadlines

• Manage the completion of all filing, including communication with Department Personnel to clear up and resolve errors

• Respond to daily issues and requests and keep internal clients apprised of any critical issues

• Respond to daily issues and requests from external clients to assist in accessing client portals

• Maintain content for internal document management

• Conversion of client paper data into electronic format

• Process tax returns, typically via electronic means, but occasionally in paper

• Type and execute letters, general correspondence, and other documentation as needed

• Provide project/administrative support in other areas of the tax department as needed

• Other general office tasks as needed including switchboard relief and greeting guests

Successful Candidates:

• Stay organized, focused, and are detail oriented

• Have willingness and ability to learn new technology and adapt to change

• Have ability to work rapidly and accurately under tight deadlines in a team environment with a willingness to work overtime hours as the job requires

• Are motivated and able to work independently as well as part of a team

• Have a strong ability to prioritize, know sense of urgency and judgment in prioritization

Skills:

• Excellent organizational and time management skills

• Clear communication skills a must, especially when speaking with our clients and being the “helpdesk” when assisting them in accessing client portals

• College degree or related business experience

• Proficiency in Microsoft Office products, specifically Outlook and Excel

• Proficiency in Safe Send, DocuSign a plus

• Must maintain a positive attitude and ability to thrive in a fast-paced environment

Physical Requirements:

• Must be able to travel to the Firm’s office(s)

• Must be able to effectively communicate with coworkers and clients face to face, on the phone, via Microsoft Teams, and/or email