Senior · National
Plante & Moran, PLLC · Chicago Riverside Plaza, Illinois · Hybrid
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Provide administrative support to tax partners and teams including scheduling reporting and client deliverables.
Worth knowing: Opportunity to travel locally or overnight to clients.
Count on us. Our "we-care" culture is more than just a motto; it's a promise. From day one, we prioritize your growth, well-being, and success. You can count on us to support your career journey and help you achieve your professional goals. Join us. Your role. Your work will include, but not be limited to: Assist partner(s) and other team members with various day-to-day administrative duties including scheduling and maintaining calendars, expense reports, organizing/processing billing, travel arrangements various other reservations. Administer and assist with production, editing, and distribution of complex client or Firm deliverables, such as proposals, presentations, reports, spreadsheets, work plans and reports. Schedule and organize various meetings, including reserving of conference rooms (coffee, water, meals, etc.), needed equipment and/or setting up conference calls. Distribute agendas, project lists, minutes and reports in preparation of meetings, when required. Manage Client Relationship Management (CRM) system for respective team members, including various reporting. Prepare various forms and workflows (new client, job codes, check requests, etc.). Monitor partner(s) team training schedules and CPE reporting. Assist other administrative assistants, when necessary; provide backup when needed. Any other office duties as required. The qualifications. HS Diploma or GED equivalent required. Higher level of education/college coursework preferred. 3 or more years of experience working in an administrative or executive administrative role, preferably in professional services. Superior verbal and written communication skills with a focus on client service and the ability to exercise independent judgment and initiative while maintaining high confidentiality. Solid technical proficiency including knowledge of MS Office applications (Word, Excel, PowerPoint, and Outlook). Opportunity to travel locally or overnight to clients. What makes us different? On the surface, we’re one of the nation’s largest audit, tax, consulting, and wealth management firms. But dig a little deeper, and you’ll see what makes us different: we’re a relatively jerk-free firm (hey, nobody ‘s perfect) with a world-class culture, consistent recognition as one of Fortune Magazine’s “100 Best Companies to Work For,” and an endless array of opportunities.
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