Administrative Associate

About the role

CJBS is seeking an organized and detail-oriented Administrative Assistant to provide direct support to several partners. This role is critical to our tax, accounting, and advisory operations.

Responsibilities

• Maintain and update confidential client lists for assigned partners.
• Track client deliverables, deadlines, and status updates.
• Serve as primary administrative point of contact for assigned partners and their clients.
• Clock and Tax Return Management
• Coordinate electronic filing of tax returns using firm software and IRS/state e-file systems.
• Collect, organize, and securely store client documents electronically.
• Prepare engagement letters and transmittal documents for client signature.
• Workflow Coordination
• Manage partner calendars, schedule meetings, and coordinate client appointments.
• Monitor workflow systems to ensure timely completion of tasks and projects.
• Aid in the preparation and assembly of financial and tax documents for clients.
• Administrative Support
• Draft and proofread correspondence, reports, and other client-facing materials.
• Aid in billing, time entry, and tracking partner-specific administrative tasks.
• Support the implementation of new firm processes or software, as needed.

Qualifications

• Education:
• A high school diploma or equivalent is required.
• Skills:
• Superior organizational and multitasking skills.
• A strong attention to detail and commitment to accuracy.
• Excellent written and verbal communication.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
• Comfortable working in a fully digital environment; able to quickly learn and navigate multiple software platforms and online systems.
• Demonstrated ability to handle confidential information with discretion.

Benefits

Competitive salary
Health, dental, and vision insurance
Paid time off and holidays
Supportive team environment

Pay

TBD

Schedule

TBD

Skills

N/A

Benefits

N/A

Contact

Email resume to Johanna Rooney – .

Apply For This Position

About CJBS
Founded in 1987, CJBS is one of the leading accounting and consulting firms in the Chicago area. We like to think that’s because our friendly, collaborative, and creative team members work hand in hand with our clients to ensure their financial success, today and tomorrow.

At CJBS, our partners have different backgrounds but a common goal: to help your business thrive.