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Onsite Tax Executive Assistant

Full-time Associate

Job Overview

Onsite Tax Executive Assistant

Miami, Florida

We are looking for a Onsite Tax Executive Assistant for our Miami Accounting office.

60K-70K plus overtime at time and a half plus benefits


The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities:

  • Support Tax Partners including calendar management and scheduling of client meetings in person, via telephone or virtually.
  • Process and/or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences.
  • Communicate with clients regarding documentation requests and answer general questions
  • Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning and faxing.
  • Responsible for maintaining a client database and onboarding of new clients
     

Requirements:

  • Team player that has strong communication and organizational skills
  • Ability to multi-task and exercise good judgement and take ownership when dealing with task
  • Travel Required to the post office, grocery store and restaurants
  • Overtime and weekends required during peak times, as needed
  • Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
  • Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
  • Four plus years of administrative and tax processing experience 

Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development

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