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Plante Moran

Audit, tax, consulting, wealth management

Administrative Assistant - Tax

Administrative SupportConfirmed live in the last 24 hours
Full-timeChicago, IL, USA

About the Job

Requirements

  • A high school diploma or GED equivalent is required.
  • At least three years of experience in an administrative or executive administrative role, preferably in professional services.
  • Superior verbal and written communication skills focused on client service, with the ability to exercise independent judgment and initiative while maintaining high confidentiality.
  • Technical proficiency with Microsoft Office applications, including Word, Excel, PowerPoint, and Outlook.
  • Candidates must be legally authorized to work in the United States without sponsorship, except qualified candidates who are bilingual in Japanese and English or Chinese and English.

Responsibilities

  • Assist partners and other team members with day-to-day administrative duties, including scheduling and maintaining calendars, preparing expense reports, organizing and processing billing, arranging travel, and making other reservations.
  • Administer, produce, edit, and distribute complex client or Firm deliverables, including proposals, presentations, reports, spreadsheets, and work plans.
  • Schedule and organize meetings, including reserving conference rooms, arranging refreshments or meals, securing needed equipment, and setting up conference calls.
  • Distribute agendas, project lists, minutes, and reports in preparation for meetings when required.
  • Manage the Client Relationship Management (CRM) system for respective team members, including reporting.
  • Prepare forms and workflows, including new-client forms, job codes, and check requests.
  • Monitor partners' team training schedules and continuing professional education (CPE) reporting.
  • Assist other administrative assistants and provide backup when needed.
  • Perform other office duties as required.
  • Travel locally or overnight to clients as needed.

Desired Qualifications

  • Higher education or college coursework is preferred.
  • Experience in an administrative or executive administrative role in professional services is preferred.

About the Company

Plante Moran

Audit, tax, consulting, wealth management

Plante Moran is a large professional services firm offering audit, tax, consulting, and wealth management. Its services help clients manage risk, optimize finances, and plan strategy through teams of specialists who work with clients across 23 locations and internationally. The firm labels itself as people-first, aiming to treat business as personal and to build lasting relationships with clients, employees, and communities. Its product is delivered as practical advisory work—audits, tax planning, management consulting, and wealth guidance—tailored by multidisciplinary teams that partner with clients to advance their businesses and chart new territories. The main differentiator is the emphasis on people and personal service, backed by a century-long history and a large, distributed network of professionals. The goal is to be a trusted advisor that clients can rely on to grow their business, strengthen strategies, and support those who depend on them.

Company size
Not listed
Company stage
Not listed
Total funding
Not listed
Headquarters
Chicago, IL
Founded
1924

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