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Executive Assistant - Tax

Company: Daszkal Bolton
Location: Boca Raton
Posted on: September 16, 2020

Job Description:

ESSENTIAL FUNCTIONS of the job include, but are not limited to, the following: --- Provide high level administrative support to Partner and/or Principal and professional staff of the Audit and Tax departments to include but not limited to client communications, scheduling, time entry, mail handling, travel arrangements, meeting coordination, calendar maintenance, tax return processing and filing, special projects and billing support. --- Creates and edits complex client engagement documents, reports, presentations or forms from limited information with minimal guidance; proofreads and edits work of professional staff upon request --- Prepares financial statements, correspondence, reports, proposals and marketing materials --- Coordinates, assists and schedules departmental and management meetings, client appointments, conferences, and other events, including, but not limited to, the preparation of agendas, arrangement of meeting facilities, acting as recording secretary, ordering food, set-up and clean-up, and preparation/distribution of meeting minutes and handouts for both the Tax and Audit departments --- Performs client acceptance procedures, including background and credit checks on Experian --- Sets up new clients in CPAS, ProSystems, Engagement Plus and (as requested) in Partner's Outlook Contacts --- Serves as client liaison on behalf of Principal and/or Partner for standard engagement matters, establishing and maintaining an excellent professional rapport with external contacts of the Firm

Keywords: Daszkal Bolton, Boca Raton , Executive Assistant - Tax, Accounting, Auditing , Boca Raton, Florida

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