Administrative Assistant

Posted 15 Days Ago
Be an Early Applicant
Chicago, IL
Junior
Fintech • Professional Services • Financial Services
The Role
The Administrative Assistant will support the project team through clerical tasks, data entry, client communication, and process improvement in a fast-paced environment.
Summary Generated by Built In

Job Overview

The professional corporation (PC) team at Topel Forman is looking for a smart, self-driven, reliable, and well-rounded Administrative Assistant to join their team. As the Administrative Assistant, you will support the project team with day-to-day duties, including administrative, organizational, and process improvement tasks that will streamline the internal and external operations of the PC team and provide excellent client service.

With over 500 clients and growing, the PC practice group is looking for someone to hit the ground running by becoming an integral part of the team. This person should enjoy working in a fast-paced, evolving setting that is driven by tight deadlines. This position is a hybrid position with at least three days a week in the office at our Chicago, IL location. Days could vary based on workload.

Responsibilities

  • Performs routine clerical and data entry work as assigned – such as sorting mail, scanning, copying, electronic filing and extensive client check writing.
  • Prepares and tracks mailings with USPS, FedEx, and messengers.
  • Assembly and mailing of client tax returns for delivery to the appropriate tax authority/client
  • Assists with various PC related and ongoing administrative tasks, such as incorporation, state registrations, reports, business surveys and other special projects as assigned
  • Assists PC team with semi-monthly draw/pay process.
  • Fosters and builds positive relationships within the team, the Firm, and with clients
  • Effectively and proactively communicates internally and with clients, both written and oral, as needed

Required Qualifications

  • 1 to 3 years of relevant administrative assistant experience in a small to mid-size fast-paced office environment
  • Proficient in MS Office Suite (Excel, Word, and Outlook) and Adobe Systems
  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
  • Strong organizational skills and attention to detail, verbal and written communication skills will be necessary
  • Monthly & seasonal overtime is required (February-April, August – September, & December) including evenings and weekends
  • Must be able to work in the office 3 days per week (flexible on days of the week)

About Us
Topel Forman is a leading certified public accounting firm in the Midwest and the Denver region providing a wide range of attest, accounting, tax, advisory, and consulting services to individuals, professionals, closely-held and family-owned businesses and corporations. At Topel Forman, you’ll find the high level of talent and expertise you’d expect from a larger firm, but with the accessibility and collaboration that are usually only available at a smaller organization. You can expect to work directly with clients, senior-level management, and partners with knowledge of various disciplines. A proactive, hands-on approach to our clients allows you to grow in your expertise and advance in your career. For more information on Topel Forman, please visit our website at www.topelforman.com. 

Benefits

  • Competitive salary with the range of $60,000 to $70,000, with annual merit increases 
  • Annual discretionary bonus eligibility 
  • 35-hour workweek during non-busy season 
  • To learn more about our firm and benefit offerings, please visit our careers page

Remote Work Internet Policy

Internet requirements for working remotely: We require an internet plan with the following minimum upload and download speeds for best connection: 200+ Mbps download and 20+ Mbps upload. Home Wi-Fi should be password protected.

Top Skills

Adobe Systems
Excel
Ms Office Suite
Outlook
Word
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The Company
HQ: Denver, Colorado
147 Employees
On-site Workplace
Year Founded: 1961

What We Do

Topel Forman is a Chicago and Denver-based certified public accounting firm serving individuals and professionals to family-owned businesses and corporations, providing accounting, tax, attestation, family office, and advisory services.

Topel Forman has been recognized as a leading tax and accounting firm through Inside Public Accounting as a Top 200 Firm for the second year in a row and a Best of The Best Firm for the third time in four years.

A 2022 and 2023 winner of Top Workplaces in Chicago, we live by our values of flexibility, integrity, respect, and excellence. Here you will find the highest level of talent and expertise, along with leadership that cares. Our inclusive culture provides access to professional growth and collaboration, offering a dynamic and engaging work experience. We are dedicated to offering world-class service to our clients and a top-level professional experience to our employees. We offer a robust benefits package, including well-rounded fringe benefits and a flexible work environment.

The Firm is also an independent member firm of Moore North America and a regional member of Moore Global Network Limited, an association of more than 260 independent firms worldwide.

You can learn more about our open positions on our website: www.topelforman.com/careers.

Our offices are based in Chicago and Denver, and we are currently hiring remote and hybrid positions in audit, tax, and family office services.

Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA (finra.org), SIPC (sipc.org). Insurance services offered through licensed agents of Avantax Planning Partners. The Avantax entities are independent of and unrelated to Topel Forman, LLC. Please visit www.avantax.com/social_policy for more information

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