About The Position

This role provides critical administrative support to Tax partners and leaders across offices, ensuring seamless coordination of communications, schedules, and strategic initiatives. The ideal candidate is highly organized, exercises sound judgment, and thrives in a fast-paced, service-oriented environment. The position includes coordinating with internal teams to advance cross-functional initiatives, managing leaders’ schedules and travel, preparing documents, processing time and expenses, supporting meetings and events, and assisting with confidential special projects.

Requirements

  • High school diploma or GED.
  • At least 3 years of experience as an Administrative Assistant supporting executives or business leaders.
  • Proficiency in Microsoft Office, including Excel, Word, and PowerPoint.
  • Proficiency with AI productivity tools, such as Copilot, to draft, summarize, research, and streamline scheduling and routine tasks.
  • Experience with Workday, Egencia, or similar expense and travel platforms.
  • Strong organizational skills and ability to manage multiple tasks and priorities.
  • Excellent communication and interpersonal skills.
  • Ability to work independently, exercise discretion, and maintain confidentiality.
  • Comfort supporting executives across multiple time zones and coordinating with onshore and offshore team members.
  • Flexibility and adaptability in a fast-paced environment.

Nice To Haves

  • Bachelor’s degree.
  • Experience in tax, accounting, or professional services environments.
  • Advanced skills in Microsoft Teams and Outlook, including calendar and shared-mailbox management.
  • Experience improving processes through automation or AI.

Responsibilities

  • Provide executive support to one or more Tax leaders and coordinate with internal teams, including Billing, Client Delivery, Finance, Growth Enablement, Onboarding, and Resource Management, to advance cross-functional initiatives and projects.
  • Protect and prioritize leaders’ complex calendars by coordinating meetings and scheduling appointments.
  • Arrange travel and conference registrations.
  • Prepare and edit polished Microsoft Office documents in Excel, Word, and PowerPoint for leadership and client use.
  • Process time and expense reports accurately and on time.
  • Plan and support internal and external meetings and events from start to finish.
  • Assist with special projects while maintaining confidentiality and discretion.

Benefits

  • Medical, dental, and vision coverage.
  • Generous PTO plan and paid sick time.
  • Flexible work arrangements.
  • 401(k) with profit sharing.
  • Wellness program.
  • Generous parental leave.
  • 11 paid holidays.
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