Executive Assistant (Tax)

Responsibilities

• Provide administrative support for Tax Partners, Directors, and team members
• Send tax returns/forms to clients
• Utilize software for retention of client documentation and maintain workflow processes
• Aid in new client set ups and expansion of services for current clients
• Prepare and track client engagement letters
• Generate client-specific reports as needed
• Assist with billing process, including processing invoice requests and providing back-up materials
• Book Partner travel and arrange meeting arrangements as requested
• Answer mainline and partner phone calls
• Compose, prepare, and distribute written materials for management, including correspondence, memos/letters, agendas, presentations, and minutes
• High level of support skills including communication, grammar, proofreading, and proposal editing
• Aid in daily workflow
• Offer daily, local, on-site general administrative support, including greeting clients and vendors, meeting/room/AV scheduling, arranging meal service, and other meeting needs
• Perform other duties as assigned
• Coordinate, but not limited to:
• Events and registrations
• Business time & expense reimbursement
• Coding of subcontractor invoices

Requirements

• Ability to work independently and as a team member
• Minimum 3+ years of high-level executive assistant work experience required
• Highly motivated with excellent organizational and interpersonal skills
• Proficiency in MS Office - Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
• Manage multiple tasks simultaneously
• Ability to learn new computer programs
• Strong verbal communication skills
• Knowledgeable of business grammar and basic proofreading skills
• Professional demeanor and appearance necessary at all times
• Demonstrated client focus experience interacting with senior level executives
• Meticulous attention to detail and strong follow-up skills, required
• Capability to work in a fast-paced environment and meet deadlines
• Demonstrated team player with a flexible personality and positive attitude
• Experience in an accounting or tax firm setting is a plus

Qualifications

• Ability to work independently and as a team member
• Minimum 3+ years of high-level executive assistant work experience required
• Highly motivated with excellent organizational and interpersonal skills
• Proficiency in MS Office - Word, Excel, PowerPoint, Outlook, and Adobe Acrobat
• Manage multiple tasks simultaneously
• Ability to learn new computer programs
• Strong verbal communication skills
• Knowledgeable of business grammar and basic proofreading skills
• Professional demeanor and appearance necessary at all times
• Demonstrated client focus experience interacting with senior level executives
• Meticulous attention to detail and strong follow-up skills, required
• Capability to work in a fast-paced environment and meet deadlines
• Demonstrated team player with a flexible personality and positive attitude
• Experience in an accounting or tax firm setting is a plus