Tax Executive Assistant

Windham Brannon is a recognized leader in providing assurance tax and advisory services to clients both nationally and globally. We believe that best-in-class client service starts by creating exceptional outcomes for our people by offering more to our team we can offer even more to our clients. Our award-winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives. We are dedicated to providing all of our employees a diverse equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Offering more for your career

Windham Brannon understands that a successful career requires continuously learning and gaining knowledge in your profession. Thats why we prioritize the following for our people.
Diversity Equity and Inclusion Advisory Council that advocates for important employee initiatives
Dedicated learning and development budget for each employee
Coaches who are dedicated to your career growth and development helping you thrive in the workplace
Referral performance and business development bonus opportunities

Offering more for your life

Our competitive benefits package is designed to positively impact your life outside of work.
Hybrid and flexible work environment
Employer-paid dependent care life insurance disability accident and critical illness and pet insurance
401(k) plan with company matching
PTO paid holidays and summer hours

Offering more for your community

Windham Brannon believes that we succeed as a firm when those in our community can succeed too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month and we provide regular volunteer support to several not-for-profit organizations throughout the year.

Our tax practice is growing and we are looking to add an Executive Assistant

The ideal candidate will be experienced in handling a wide range of administrative and executive support-related tasks and will be able to work independently with little or no supervision. This person must be exceedingly well-organized flexible and enjoy the administrative challenges of supporting a team. The candidate will report to an assigned Tax Principal.

What you will do

• Process a high volume of tax returns extensions and estimates through various delivery methods (electronic client portal paper).
• Maintain due date reports for designated team members; follow-up as necessary to ensure accuracy.
• Assist in coordinating formatting and drafting practice correspondence reports presentations articles and engagement letters ensuring consistency in presentation in line with established Firm standards.
• Manage annual distribution of client engagement letters and tax organizers.
• Assist staff with organizing and retaining client documents along with occasional light analysis and data entry.
• Coordinate with various team members to ensure consistent administrative practices across the tax practice.
• Seek out opportunities to coordinate cross functional responsibilities as necessary to streamline and ensure efficiency of service across the tax practice.
• Assist in managing & organizing calendars and scheduling both internal & external meetings.
• Where applicable order and coordinate meals and be prepared to take meeting notes if requested.
• Coordinate travel plans booking and itineraries for all staff levels to include conferences training client meetings etc.
• Input time expenses and/or CPE details for designated team members.
• Assist with client billing or follow-up if requested.
• Assist team members in updating client contact information in all systems.
• Maintain flexibility in dealing with simultaneous projects with a high attention to detail.
• Utilize proactive and creative problem-solving skills.
• Build professional relationships with clients and colleagues.
• Maintain discretion with sensitive client information.

What you bring

• 5 years of Administrative Assistant experience; public accounting industry preferred
• Advanced skills in Microsoft Office Word Excel PowerPoint and Outlook
• Knowledge of software such as CCH ProSystem or Axcess Practice Engine iChannel XCM Workflow SafeSend ShareFile and Zoho preferred but not required
• Strong verbal and written communication skills