Tax Executive Assistant
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Job Location:
Glen Allen, VA - USA
Monthly Salary:
Not Disclosed
Posted on:
30+ days ago
Vacancies:
1 Vacancy
Job Summary
Essential Job Functions
- Draft format edit and proofread correspondence reports and engagement letters
- Maintain and update document templates and repositories
- Coordinate and schedule internal and external meetings including logistics catering and A/V needs
- Serve as a point of contact for client and internal inquiries and provide backup support when staff are out of the office
- Manage Partner calendars ensuring accurate scheduling and preventing overâbooking
- Assist with processing and tracking client tax returns and extensions
- Support electronic filing processes and input status updates into firm systems
- Prepare expense reports travel arrangements conference registrations and related logistics
- Assist with new client and new engagement request documentation
- Provide administrative support including database entry scanning copying and report preparation
- Collaborate with other administrative professionals to deliver seamless client service
- Support firm initiatives and provide backup support for office operations as needed
Secondary Responsibilities
- Demonstrate strong organizational and problemâsolving skills
- Communicate professionally and offer strategic solutions to organizational needs
- Contribute to a positive collaborative work environment
- Assist with special projects and other duties as assigned
- Occasionally lift and transport packages up to 25 lbs. using appropriate equipment
Competencies & Skills
- Excellent time management and multitasking abilities
- Strong attention to detail and commitment to work quality
- Professional demeanor with the ability to maintain confidentiality
- Proficiency in Microsoft Word Excel and PowerPoint
- Strong written and verbal communication skills
- Ability to work independently while collaborating effectively with a team
- Clientâservice mindset with a proactive solutionâoriented approach
Required Experience:
IC
Key Skills
About Company
Learn about the business tax, consulting, advisory, and valuation services to high income families, businesses and their owners - VA Business Tax Services.
