Mowery & Schoenfeld · 1 month ago
Tax Administrative Assistant
Lincolnshire, IL
Full-time
Onsite
Entry Level
$55K/yr - $65K/yr
2+ years expMowery & Schoenfeld is an accounting, advisory, and IT services firm headquartered in Lincolnshire, Illinois, recognized for its supportive environment and client-focused services. The Tax Administrative Assistant will provide essential administrative support to the tax team, ensuring professionalism in client interactions and maintaining accurate client documentation.
AccountingFinancial Services
Hiring Manager
Jessica Curran, MA, PHR
Responsibilities
Exude professionalism and warmth as the “face of the team” when greeting clients and directing them to the appropriate team member or accepting documents, etc
Answer incoming calls and promptly respond to client inquiries as able or pass along to the appropriate parties
Intake and distribute incoming mail and package and ship outgoing mail using the appropriate carrier
Receive, analyze, and digitize client documents while following firm policies and procedures for document sharing and filing. Ensure proper treatment of documents and distribution to the appropriate engagement team
Prepare deliverables for transmittal to clients consistent with firm’s policies and procedures, including reviewing for accuracy, packaging paper deliverables and utilizing firm software to transmit electronic deliverables
Update client databases to ensure firm-wide accuracy and create specialized reports as needed for management
Complete special projects and perform other duties as assigned
Follow and comply with all safety and work rules and regulations. Maintain departmental housekeeping standards. Remain current in firm technologies
Qualification
Required
Has at least 2 years of professional administrative support experience, preferably in accounting or legal environment
Demonstrates strong communication and client service skills: personable and succinct
Solid Microsoft Office Suite experience; particularly Excel
General electronic database knowledge
Superior attention to detail
Possesses a strong sense of urgency to complete responsibilities efficiently and accurately
Self-motivated with a positive attitude, and able to work independently and proactively
Ability to work out of our Lincolnshire office (Additional Saturday hours will be mandatory from February to mid-April each year, with OT eligibility.)
Interest in learning more and taking on more responsibilities
Benefits
M&S Cares program
Opportunities for our team to support our larger community
Illinois CPA Society's Time and Talent Public Service Volunteerism Award
Company
Mowery & Schoenfeld
Mowery & Schoenfeld offers services that are designed to create a clear picture of a company’s current performance.
51-200 employees
H1B Sponsorship
Mowery & Schoenfeld has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2024 (1)
2022 (1)
2020 (1)
Funding
Current Stage
Growth StageLeadership Team
Jeffery L. Mowery
Managing Partner
Keith Schoenfeld
Member
Recent News
2025-12-16
Business Wire
2025-10-22
2025-07-04
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