Executive & Tax Administrator

About the role

We are seeking a high-energy executive / tax administrator who works well with clients and teammates in a fast moving, high-trust environment. This role will involve supporting the tax team year round on compliance and client-related initiatives.

Qualifications

• 2+ years supporting either tax professionals, professional service workers or executives
• Ability to use software to coordinate, process and track a variety of in-coming and out-going documents including but not limited to tax returns, e-file acknowledgements, extension filings, notices, mailings, organizers, responses, payroll, engagement letters, and planning guides.
• Experience providing administrative services to team members (including drafting general correspondence, generating reports, taking notes, etc. )
• Strong typing and proofreading skills, necessary for working through engagement letters, proposals and other correspondence as needed
• Comfort arranging in-person meetings (setting up conference room arrangements and reservations, equipment needs, food and beverage service, registration; etc.)
• Comfort connecting directly with clients (over email, phone, in-person) and making a strong first impression
• Experience coordinating delivery of mail/packages in a timely manner
• Experience making travel arrangements for team members upon request
• Strong organizational skills, and ability to maintain electronic filing systems according to established policies and procedures.
• Proactivity in recommending process improvements to make the entire firm more efficient
• Willingness to learn about tax and accounting concepts