Admin Specialist, Tax & Consulting
$43,680–$56,160 year
On-siteRockford, Illinois, United States
Rockford, Illinois, United StatesOn-siteFull Time$43,680–$56,160 year
Full Time
Job Summary
Answer phone calls and emails, communicate with clients and the Advisory Team regarding document submission and return status, and schedule meetings based on availability. Conduct administrative duties including filing, scanning, creating electronic and physical filing systems, and preparing correspondence such as invoices, reports, and engagement letters. Manage client portals and SafeSend uploads, assist with tax season intake, and organize continuing education seminars. Maintain supply inventory, track client data, and perform other duties as requested to support the Tax Team's operational needs.
Required Qualifications
- High School Diploma or its equivalent
- 1-3 years work experience in an administrative support role
- Experience in a financial services firm, accounting firm, or a related industry
- Must be authorized to work for ANY employer in the U.S.
- Must be able to work in-person at Rockford, IL, St. Charles, IL, or Plymouth, MI offices
- Must be available for full-time hours Monday - Friday 8:00am - 5:00pm
- Must be available for 40–50 hours per week during tax season (approximately February 1 through April 15)
Desired Qualifications
- Some college
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