An Executive Tax Assistant performs high-level administrative duties for executive management in the Tax Department. They also provide primary administrative support to partners and professional staff for all client documentation, reports, and filing requirements.

Essential functions of the job include, but are not limited to, the following:

• Client Communications
• Scheduling
• Time entry
• Mail handling
• Travel arrangements
• Meeting coordination
• Calendar maintenance
• Tax return processing and filing
• Special projects and billing support
• Creates and edits complex client engagement documents, reports, presentations, or forms from limited information with minimal guidance
• Proofreads and edits work of professional staff upon request
• Prepares financial statements, correspondence, reports, proposals, and marketing materials

• Demonstrates integrity, maturity, dependability, tact, positive attitude, and enthusiasm in the performance of duties
• Cooperates with others in the Firm in a manner that recognizes the importance of teamwork in providing quality professional services
• Maintains an appearance and demeanor consistent with Firm culture and prevailing customs
• Ability to perform a variety of office and administrative duties independently
• Excellent telephone etiquette, interpersonal skills, and strong organizational skills

• Excellent attention to detail, especially in a fast-paced, deadline-oriented environment
• Ability to multi-task, analyze and resolve problems
• Ability to utilize discretion with confidential information
• Ability to get along well with diverse personalities at a variety of levels
• Ability to keep calm and in control in highly stressful situations

Education, Certification and Experience Requirements:

• High school diploma, including or supplemented by course work in typing, shorthand or speedwriting, and other business or administration subjects
• Minimum of four years experience in commensurate position
• History of progressively challenging, relevant positions
• Experience in a CPA firm or law firm preferred
• Associates or Bachelors degree preferred
• Knowledge of the professional service industry