Executive Assistant - Tax

Dean DortonLexington, KY
19hOnsite

About The Position

Dean Dorton, one of the largest and most acclaimed certified public accounting and business advisory firms in the Southeast, has an opportunity for an experienced Tax Executive Assistant to join our Lexington, KY office. Why Dean Dorton? Join a team where YOU make a difference in a role key to our firm and our clients, by contributing to the success of our top 100 public accounting firm, providing first-rate executive support to a team of senior tax partners and leaders! In this role, you will provide high-level, proactive administrative support for multiple senior tax partners, serving as their primary administrative liaison to clients and firm team members, employing independent judgement, initiative and follow through. Collaboratively, you will fulfill their administrative needs, continually analyzing opportunities to leverage the partners’ time for more strategic firm initiatives. You will need to effectively work as a team and cross-train with tax Administrative Assistants and support personnel to ensure firm needs are met, and build / develop strong working relationships with partners, team members and peers to understand internal and external client needs and exceed expectations. You will organize and maintain electronic filing systems, process and sort a wide variety of paperwork and reports, monitor workflow tasks and ensure compliance with tax deadlines, assemble, distribute, and track numerous client deliverables timely and accurately, coordinate and process client billing and associated reporting for senior tax partners, manage various projects for top tier client groups as requested, organize and coordinate meetings / events for senior tax partners, assist in service group event coordination as necessary, and other administrative tasks as assigned. To succeed in this role, you must demonstrate a high level of professional decorum, confidentiality, integrity, and analytical skills. You must be able to work effectively making independent judgements with little direct supervision. We are looking for someone with a proven background serving C-Level executives in a fast-paced, customer service orientated environment, preferably in professional services. Additionally, you must possess a strong proficiency with Microsoft Office Suite, Adobe Acrobat, and SharePoint. Experience with ShareFile, CaseWare, SafeSend Suite and CCH Axcess is favorable. Qualifications: Dean Dorton is seeking applicants who are dedicated to a career with a proven background serving as an Executive Assistant.

Requirements

  • Associate’s degree or higher
  • A minimum of five (5) years of work experience serving as an executive-level assistant
  • Strong analytical skillset
  • A strong client-focused approach
  • Thoughtful listener
  • Ability to work effectively without immediate / constant supervision
  • Excellent organizational, interpersonal, and communication skills
  • High level of Adaptability – multi-tasking and prioritization
  • Strong proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint) and Adobe required.
  • Familiarity with invoicing and billing
  • Extensive background handling confidential and sensitive information.
  • Drive to grow personally and professionally

Nice To Haves

  • Experience with ShareFile, CaseWare, SafeSend Suite and CCH Axcess is favorable.

Responsibilities

  • Organize and maintain electronic filing systems
  • Process and sort a wide variety of paperwork and reports
  • Monitor workflow tasks and ensure compliance with tax deadlines
  • Assemble, distribute, and track numerous client deliverables timely and accurately
  • Coordinate and process client billing and associated reporting for senior tax partners
  • Manage various projects for top tier client groups as requested
  • Organize and coordinate meetings / events for senior tax partners
  • Assist in service group event coordination as necessary
  • Other administrative tasks as assigned

Benefits

  • Paid Time Off
  • Health insurance – medical, vision, dental
  • Paid family leave, medical leave, and maternity/paternity leave programs
  • Retirement benefits – 401(K) match and best-in-class automatic profit sharing
  • Telemedicine, mental health resources, and wellness program reimbursement
  • Life insurance and disability insurance

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What This Job Offers

Job Type

Full-time

Career Level

Mid Level

Education Level

Associate degree

Number of Employees

501-1,000 employees

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