Executive Assistant - Tax
About The Position
The Executive Assistant provides skilled and efficient support to select RSM leaders and may serve as a navigator to other RSM owners. Under supervision, the role supports ongoing activities such as scheduling calls and meetings, arranging travel, and processing expense reimbursements. The assistant may proofread communications, compile reports, complete special projects, and fulfill administrative requests through the ESS request site. The position requires professionalism, confidentiality, and a sense of urgency. The role works with leaders and internal and external contacts to coordinate schedules, meetings, communications, travel, and other administrative needs. The first 90 days are expected to be in-office five days per week. After that period, a hybrid schedule with at least three in-office days per week may be available, subject to written confirmation with the Performance Advisor.
Requirements
- Associate degree or at least 2 years of experience in a related field.
- 1 to 3 years of relevant experience in a related field or area.
- Intermediate Microsoft Office skills and ability to learn firm programs and software.
- Basic knowledge of technology tools required for assigned responsibilities.
- Ability to communicate effectively with a diverse audience.
- Effective organization, prioritization, and time-management skills, with strong attention to detail.
- Excellent people skills.
- Strong grammar and proofreading skills and experience.
- Ability to prepare presentations, including charts, graphics, tables, speaker notes, and handouts.
- Ability to balance multiple tasks and projects.
- Must be punctual and able to adapt to changing schedules.
- Ability to convey instructions clearly and concisely and respond when required.
- Maintain professionalism in demeanor, conversation, and attire.
- Ability to facilitate discussions with leaders.
- Ability to manage at a macro level and identify when a refined approach is necessary.
- Ability to respond positively to changing circumstances, seek and implement change to drive business improvement, and model change.
Responsibilities
- Maintain calendar appointments and ensure meetings are scheduled in advance and appropriately prioritized.
- Coordinate travel arrangements, including flights, cars, hotels, and meals.
- Submit expense reports in a timely manner.
- Administer meeting management, including invitations, logistics, attendee tracking, and note-taking.
- Handle confidential correspondence.
- Participate in assigned projects and events, including research, organizing details, and execution.
- Proofread and assemble correspondence, PowerPoint slides, handouts, spreadsheets, and other information to ensure a professional and consistent appearance.
- With guidance, compile data from various resources and prepare reports or documentation.
- Serve as a go-to resource to deliver a consistent and positive experience.
- Act as a liaison between ESS, other internal departments, and external parties as appropriate.
- Provide general knowledge of firm systems, tools, and industry knowledge when appropriate.
- Perform other duties as assigned.
- Collaborate with the executive assistant supervisor or manager to provide support across the enterprise, particularly during peak times.
Benefits
- Competitive benefits and compensation package; specific benefits are not detailed in the posting.
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
Education Level
Associate degree
