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 administrative activities, including scheduling calls and meetings, arranging travel, and processing expense reimbursements. The Executive Assistant may proofread communications, compile reports, handle special projects, and fulfill administrative requests through the ESS request site. The role requires professionalism, confidentiality, and a sense of urgency. The position works with RSM leaders and internal and external contacts to provide a consistent, positive experience. The first 90 days are expected to be in-office five days per week. After that period, the employee may work a hybrid schedule with at least three in-office days per week, subject to written confirmation with their 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 with charts, graphics, tables, speaker notes, and handouts.
- Ability to balance multiple tasks and projects.
- Punctuality and ability to adapt to changing schedules.
- Ability to convey instructions clearly and concisely and respond when required.
- Professional demeanor, conversation, and attire.
- Ability to facilitate discussions with leaders.
- Ability to manage at a macro level and identify when a more refined approach is necessary.
- Ability to respond positively to changing circumstances, seek and implement change to improve the business, and model change.
Responsibilities
- Maintain calendar appointments and schedule and prioritize meetings in advance.
- Coordinate travel arrangements, including flights, cars, hotels, and meals.
- Submit expense reports in a timely manner.
- Administer meeting logistics, invitations, attendee tracking, and note-taking.
- Handle confidential correspondence.
- Participate in assigned projects and events, including researching, organizing details, and following through on execution.
- Proofread and assemble correspondence, PowerPoint slides, handouts, spreadsheets, and other information to ensure a professional, consistent appearance.
- Compile data from various resources and prepare reports or documentation with guidance.
- 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.
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
Associate degree
