Tax Executive Assistant
About The Position
Essential Job Functions Draft, format, edit, and proofread correspondence, reports, and engagement letters Maintain and update document templates and repositories Coordinate and schedule internal and external meetings, including logistics, catering, and A/V needs Serve as a point of contact for client and internal inquiries and provide backup support when staff are out of the office Manage Partner calendars, ensuring accurate scheduling and preventing overâbooking Assist with processing and tracking client tax returns and extensions Support electronic filing processes and input status updates into firm systems Prepare expense reports, travel arrangements, conference registrations, and related logistics Assist with new client and new engagement request documentation Provide administrative support including database entry, scanning, copying, and report preparation Collaborate with other administrative professionals to deliver seamless client service Support firm initiatives and provide backup support for office operations as needed Secondary Responsibilities Demonstrate strong organizational and problemâsolving skills Communicate professionally and offer strategic solutions to organizational needs Contribute to a positive, collaborative work environment Assist with special projects and other duties as assigned Occasionally lift and transport packages up to 25 lbs. using appropriate equipment
Requirements
- Excellent time management and multitasking abilities
- Strong attention to detail and commitment to work quality
- Professional demeanor with the ability to maintain confidentiality
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong written and verbal communication skills
- Ability to work independently while collaborating effectively with a team
- Clientâservice mindset with a proactive, solutionâoriented approach
Responsibilities
- Draft, format, edit, and proofread correspondence, reports, and engagement letters
- Maintain and update document templates and repositories
- Coordinate and schedule internal and external meetings, including logistics, catering, and A/V needs
- Serve as a point of contact for client and internal inquiries and provide backup support when staff are out of the office
- Manage Partner calendars, ensuring accurate scheduling and preventing overâbooking
- Assist with processing and tracking client tax returns and extensions
- Support electronic filing processes and input status updates into firm systems
- Prepare expense reports, travel arrangements, conference registrations, and related logistics
- Assist with new client and new engagement request documentation
- Provide administrative support including database entry, scanning, copying, and report preparation
- Collaborate with other administrative professionals to deliver seamless client service
- Support firm initiatives and provide backup support for office operations as needed
- Demonstrate strong organizational and problemâsolving skills
- Communicate professionally and offer strategic solutions to organizational needs
- Contribute to a positive, collaborative work environment
- Assist with special projects and other duties as assigned
- Occasionally lift and transport packages up to 25 lbs. using appropriate equipment
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
