Executive Assistant (Tax)
About The Position
As CohnReznick grows, so do our career opportunities. As one of the nation’s top professional services firms, CohnReznick creates rewarding careers in advisory, assurance, and tax with team members who value innovation and collaboration in everything they do! CohnReznick helps organizations optimize performance, manage risk, and maximize value through CohnReznick LLP (assurance services) and CohnReznick Advisory LLC (advisory and tax services). Together, the firm provides leaders with deep industry knowledge and relationships, solutions to address clients’ unique business goals and risks, and insight on how emerging market forces can drive opportunity. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. We currently have an exciting career opportunity for an Executive Assistant to join the Tax team in our Richmond office. Due to the nature of this role, this position is considered 100% on-site which means it must be consistently performed at an assigned CohnReznick office location and requires daily commute to the office location.
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
Nice To Haves
- Experience in an accounting or tax firm setting is a plus
- OT required as needed
- Notary a plus
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
- Assist with requests for new client set ups and expansion of services for current clients
- Preparation and tracking of client engagement letters
- Produce client-specific reports as needed
- Assist team with billing process, including processing invoice requests and back-up materials required to invoice client accounts
- Book Partner travel and meeting arrangements as requested
- Answering mainline and partner phone calls
- Compose, prepare and distribute written materials for management using sound judgment including correspondence, memos/letters, agendas, presentations, and minutes
- High level of support skills including communication, grammar, proofreading and proposal editing
- Assist the team with daily workflow
- Provide daily, local, on-site general administrative support including greeting clients and vendors, meeting/room/AV scheduling, arranging of meal service and other meeting needs
- Perform other duties as assigned.
- Coordination of, but not limited to: Events and registrations
- Business time & expense reimbursement
- Coding of subcontractor invoices
Benefits
- generous PTO
- a flexible work environment
- expanded parental leave
- extensive learning & development
- paid time off for employees to volunteer
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What This Job Offers
Job Type
Full-time
Career Level
Executive
Education Level
No Education Listed
