Onsite Administrative Assistant — Tax & Advisory Team

For nearly four decades, Friedman+Huey Associates LLP has been providing high-level tax and business consulting services across the United States and in nearly 30 countries around the world. With a tremendous team of professionals, we place a keen focus on providing exceptional service to our clients. Our associates enjoy great camaraderie and an excellent work culture. We work hard/play hard and continue to maintain team relationships even while working remotely/hybrid.

We are looking for an onsiteAdministrative Assistantto join our team in our Frankfort office. This position will provide administrative support to all levels of the firm. The Administrative Assistant will regularly interact with Partners, all levels of staff and clients. This role requires supreme integrity, trust, and commitment to confidentiality and diplomacy. The ideal candidate should be self-driven, resourceful and think outside of the box.

Functions will include some but not all of those listed below.

If we sound like the place where your skills can support our mission – and you’re ready to break the mold of what clients expect when working with their accountant – you could be the perfect fit as our next Administrative Assistant.

You’ll be responsible for…

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, Fed Ex, 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 Sure Prep binders and import into GoSystem.
• Assemble tax returns (individual, trust, entities, gift tax, estate tax) – paper and electronic.
• Coordinate and prepare batch filing.
• Prepare various reports as requested.
• Prepare 1099s annually and as requested.
• Coordinate services to maintain the office as directed by Firm Administrator.
• 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, Practice Pro 365, Safe Send, Sure Prep.
• Demonstrate skills in the areas of time management, communication, interpersonal skills, high-level of emotional intelligence, relationship building, collaboration, and problem solving.
• Reliable transportation is required for tasks such as food pick-ups, taking packages to USPS, UPS and Fed Ex locations.
• 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.

You’ll be part of an environment where you can develop and succeed personally and professionally, guided by our six core values of integrity, excellence, empowerment, teamwork, flexibility, and accountability.

We care about our employees as individuals and helping them grow their careers in the areas they’re interested in while balancing workloads. We have a mentoring program, but everyone is willing to help their co-workers, whether it be a question on a return or your career goals. We all work hard/play hard and have maintained team relationships even in a remote environment.

You’ll get…

• Medical/Dental/Vision/Life/Disability/401k/Profit Sharing/PTO
• Perk offerings in a family friendly environment
• Generous paid time off
• Summer Fridays
• Office closed between Christmas - New Year

We’re always looking for innovative, driven professionals with a passion and understanding of accounting to bring their skill set to our team and clients. If this sounds like you, but this position doesn’t seem like the right fit, check out our other opportunities.