Tax Executive Assistant

Company: Daszkal Bolton LLP
Location: Boca Raton
Posted on: November 26, 2022

Job Description:

An Executive Tax Assistant performs high-level administrative duties for executive management in the Tax Department. They also provide primary administrative support to partners and professional staff for all client documentation, reports, and filing requirements. Essential functions of the job include, but are not limited to, the following: 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
Demonstrates integrity, maturity, dependability, tact, positive attitude, and enthusiasm in the performance of duties
Cooperates with others in the Firm in a manner that recognizes the importance of teamwork in providing quality professional services
Maintains an appearance and demeanor consistent with Firm culture and prevailing customs
Ability to perform a variety of office and administrative duties independently
Excellent telephone etiquette, interpersonal skills, and strong organizational skills
Excellent attention to detail, especially in a fast-paced, deadline-oriented environment
Ability to multi-task, analyze and resolve problems
Ability to utilize discretion with confidential information
Ability to get along well with diverse personalities at a variety of levels
Ability to keep calm and in control in highly stressful situations Education, Certification and Experience Requirements: High school diploma, including or supplemented by course work in typing, shorthand or speedwriting, and other business or administration subjects
Minimum of four years experience in commensurate position
History of progressively challenging, relevant positions
Experience in a CPA firm or law firm preferred
Associates or Bachelors degree preferred
Knowledge of the professional service industry

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