Administrative Assistant - Tax
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: United States; compensation applies across offices in Colorado, Illinois, Ohio, and Massachusetts. The role follows a principally in-person Workplace for Your Day model with flexibility determined with the supervisor and team. Candidates must be legally authorized to work in the United States without sponsorship.
Salary: $23.50–$38.74 per hour.
Company
is an audit, tax, consulting, and wealth management firm with a focus on inclusive professional development and client service.
What you will do
- Support partners and team members with calendars, scheduling, expense reports, billing, travel arrangements, and reservations.
- Produce, edit, and distribute proposals, presentations, reports, spreadsheets, work plans, and other client or firm deliverables.
- Coordinate meetings, conference rooms, equipment, catering, conference calls, agendas, project lists, minutes, and reports.
- Manage CRM records and reporting for assigned team members.
- Prepare forms and workflows for new clients, job codes, check requests, and related processes.
- Monitor team training schedules and CPE reporting, provide backup to other administrative assistants, and support additional office duties.
Requirements
- High school diploma or GED equivalent required; higher education or college coursework preferred.
- At least 3 years of administrative or executive administrative experience, preferably in professional services.
- Strong verbal and written communication, client-service skills, independent judgment, initiative, and confidentiality.
- Technical proficiency with Microsoft Word, Excel, PowerPoint, and Outlook.
- Ability to travel locally or overnight to clients when required.
- Legal authorization to work in the United States without sponsorship is required.
Culture & Benefits
- Principally in-person workplace model with flexibility to determine the optimal working environment with the supervisor and team.
- Health, dental, vision, disability, and life insurance for eligible staff.
- Flexible Time Off, holidays, flexible benefits plans, and business travel expense, lodging, and meal reimbursement.
- 401(k), pension plan for eligible administrative and paraprofessional staff, and discretionary bonus plan.
- Inclusive workplace focused on equitable opportunities, professional growth, and employee well-being.
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