Overview
Federal Tax Manager, Planning & Compliance Jobs in Chicago, IL at Cushman & Wakefield
About us
Do you have a friendly smile and an outgoing personality? We are a small client-oriented law firm located in Dublin, Ohio with a focus on estate planning, probate, real estate, and small businesses. Our office is looking for a full-time Legal Assistant to answer phones, manage files, and perform general administrative tasks. We are looking for an energetic, outgoing personality to make our clients feel at home.
The successful candidate must have excellent organizational skills, a positive can-do attitude, a strong work ethic, and strong communication skills. MS Office – Outlook, Word, etc. skills required. Legal assistant experience in estate planning, probate, real estate, and small business is a plus but legal experience is not required for consideration. Candidate must be able to type and use a computer effectively.
Work Location:
One location
Work Remotely
No
Responsibilities
General Administration
1. Oversee all aspects of general office coordination.
2. Maintain office calendar to coordinate work flow and meetings.
3. Maintain confidentiality in all aspects of client, staff and agency information.
4. Interact with clients, vendors and visitors.
5. Distribute incoming correspondence, including faxes, email, and UPS/FedEx or similarly delivered packages.
6. Prepare responses to correspondence containing routine inquiry.
7. Project a pleasant, calm, and professional manner and use appropriate telephone etiquette to assist clients with concerns and document questions
8. File and retrieve organizational documents, records and reports.
Special Projects:
1. Prepare agendas and plan for meetings or marketing events.
2. Attend committee meetings or other meetings as requested for the purpose of recording minutes.
3. Compile, transcribe and distribute minutes of meetings, agendas and correspondence.
4. Collect and maintain inventory of office equipment and supplies and serve as liaison with vendors with regard to repair and maintenance.
5. Assists in special events, such as marketing workshops and quarterly administrative meetings.
6. Other duties as assigned by company partners.
Computer and Management Information Systems:
1. Generate documents such as invoices, reports, memos, letters and financial statements using word processing, spreadsheet, database and/or other presentation software such as Microsoft Office Suite
2. Enter and update client activities in PracticePanther, on a daily basis.
Knowledge, Skills and Abilities
1. Computer literate with Microsoft Office applications: Windows, Internet Explorer, Outlook, Word, Excel and PowerPoint.
2. Demonstrates excellent writing, analytical and problem-solving skills used in written communications
3. Knowledge of principles and practices of organization, planning, records management and general administration.
4. Communicate effectively and uses active listening techniques to clarify responses.
5. Operates standard office equipment independently, including but not limited to, computers, telephone systems, postage meter, copiers and facsimile machines without supervision.
6. Follows oral and written instructions and produces final documentation with minimal revisions.
7. Generates draft communications using appropriate and standard grammar, punctuation and syntax without
8. Conducts independent research and makes suggestions to improve cost efficiencies.
Minimum Qualifications
1. At least three (3) years’ experience in general office responsibilities and procedures.
2. Applies knowledge of principles and practices of basic office management and organization maintaining a professional demeanor.
3. Employs basic principles and practices of interoffice internal communications to produce memorandums, business responses, etc.
4. Works independently and manages time effectively for scheduled tasks.
5. Be a reliable team player and proactive self-starter.
6. Participates and makes contributions to team efforts.
7. Experience with PracticePanther and WeathCounsel is a plus.
Compensation and Benefits: Based on scope of responsibilities and professional experience as negotiated with the employer.
Job Type: Full-time
Pay: $40,000.00 – $45,000.00 per year
Benefits:
Employee discount
Paid time off
Schedule:
8 hour shift
Day shift
Monday to Friday
Work Location: In person
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Title: Federal Tax Manager, Planning & Compliance
Company: Cushman & Wakefield
Location: Chicago, IL
