Executive Assistant - Top Growing CPA Firm

Job Title: Executive Assistant 

Location: Hybrid 

Salary: $65 - 80K + Full Benefits 

Requirements: CCH Access Experience *Major Plus*

We're looking for top talent to add to our integrated team. We have an exciting opportunity for a Senior Administrative Assistant to join our Tax team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining our team!

Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.

Responsibilities:

• Schedule appointments and arranges teleconferences; attend weekly check-in meetings with management to review and prioritize calendar and tasks
• Coordinates domestic travel arrangements and internal/external meetings; administration includes coordination of calendars, reservation of appropriate meeting location, preparation of the facility and meeting materials (as needed), confirmation of attendance, coordination of refreshments, note-taking at meetings (as needed), and post-meeting facility check/clean-up
• Schedule meetings to coincide with client engagements, working with client personnel and scheduling regular off-cycle meetings with client personnel
• Research, prioritize, and create materials for prospective clients
• Act as a "barometer," having a sense for the issues taking place in the environment and keeps the executives updated
• Enhance the success of key executives by "thinking outside the box" and proactively seeks out ways and means to support team
• Complete projects and special assignments by establishing objectives; determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, making adjustments to plans
• Prepares all documentation for new client set up and update our CRM pipeline
• Maintain contacts, including periodic updates and ensuring the accuracy of contact information for each executive's contacts in both Outlook and CRM

Qualifications:

• Associates Degree required, Bachelors preferred
• 2+ years of experience as an Administrative Assistant supporting executives in a professional services environment
• CCH Access Experience
• Excellent MS Outlook, Word, Excel and PowerPoint skills
• Experience in digital tools relevant to industry such as Tax Caddy, SafeSend, Salesforce, etc is highly preferred
• Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with an excellent attention to detail
• Demonstrated proactive approaches to problem solving with strong decision making skills
• Proven ability to handle confidential information and documents with discretion, be adaptable to various competing demands and demonstrate the highest level of customer services

For this position you must be currently authorized to work in the United States. We do not sponsor for this position.