Tax Executive Assistant for Public Accounting Firm

• Provides general administrative support (type correspondence, answer telephone, schedule appointments, open mail, copying, faxing) for client serving partners.
• Use Excel, PowerPoint and MS Word extensively to prepare professional documents including letters, memos, proposals, presentations, spreadsheets and billing statements.
• Create and work with complex Excel spreadsheets for financial billings, billing analysis tracking and moderate level financial analysis.
• Handle complex client billing through CMS system in a timely matter; able to meet tight billing deadlines, sometimes on short notice. Understand internal financial coding structure.
• Plan and set up meetings and teleconferences, internally and externally.
• Plan and coordinate special events.
• Interact with corporate travel group to coordinate travel arrangements and prepare itineraries
• Maintain electronic calendars for partners.
• Understand the firm’s service lines, industries and client engagement structure in order to work effectively with all levels of employees and clients.
• Communicate effectively and professionally with senior level executives, internal & external & high profile clients, CFO’s, CEO’s, etc.
• Adhere to the highest degree of professional standards and strict confidentiality in matters that require discretion.
• Attend professional development and training sessions on a regular basis.
• Perform other job-related duties as necessary, sometimes on short notice.

Job Specifications :

Must have excellent Communication and Customer Service skills. The candidate must be dependable, enthusiastic, punctual, and organized. We want a self-directed team player that shows self-initiative with an outgoing personality.