Administrative Assistant

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Chicago, IL
In-Office
Fintech • Professional Services • Financial Services
The Role

Job Description

Topel Forman is looking for a smart, creative, self-driven, reliable, and well-rounded Administrative Assistant to join our team in our Chicago, IL office. As the Administrative Assistant, you will work within the operations team to provide world-class client service to our Professional Staff and clients, including day-to-day duties, including administrative, organizational, and process improvement tasks that will streamline the internal and external operations of the management team and provide excellent client service.

We are a growing firm and looking for someone to hit the ground running by becoming an integral part of the team. No two days will ever be the same, so 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 one day in the office at our Chicago, IL location. Days could vary based on workload.

Responsibilities

  • Ongoing Daily Responsibilities
  • Administrative support
  • Billing
  • Report Generation
  • Correspondence
  • Client Support
  • Performs special projects and other accounting tasks as needed or assigned
  • Administrative Seasonal Responsibilities
  • Quarterly Estimates
  • Extensions
  • Tax Return Documentation Management
  • Assembly/Scanning/Bookmarking

Requirements 

  • 1 to 3 years of relevant administrative assistant experience in a small to mid-size office environment
  • Working knowledge of MS Office (Word, Excel and Outlook) and Adobe
  • Effective interpersonal skills and flexibility to adapt to a variety of personalities
  • Ability to provide premier service to internal/external clients with a can-do attitude
  • Strong organizational skills and attention to detail
  • Capable of prioritizing and executing multiple tasks and projects in a dynamic, deadline-oriented environment
  • Professional demeanor and the ability to handle firm and client information confidentially
  • Must be able to work overtime seasonally (February-April & August-October) including evenings and weekends

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.

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The Company
HQ: Denver, Colorado
147 Employees
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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