Onsite Private Equity Executive Assistant
Carrie Rikon & Associates · Miami
Onsite Private Equity Executive Assistant
Miami, Florida
We are looking for an Onsite Private Equity Assistant for our Miami Public Accounting office.
60K-70K plus overtime at time and a half plus benefits
The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.
Responsibilities:
- Support Tax Partners including calendar management and scheduling of client meetings in person, via telephone or virtually.
- Process and/or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences.
- Communicate with clients regarding documentation requests and answer general questions
- Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning and faxing.
- Responsible for maintaining a client database and onboarding of new clients
Requirements:
- Team player that has strong communication and organizational skills
- Ability to multi-task and exercise good judgement and take ownership when dealing with task
- Travel Required to the post office, grocery store and restaurants
- Overtime and weekends required during peak times, as needed
- Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
- Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
- Four plus years of administrative and tax processing experience
Benefits
- Health Care Plan (Medical, Dental & Vision)
- Retirement Plan (401k, IRA)
- Paid Time Off (Vacation, Sick & Public Holidays)
- Family Leave (Maternity, Paternity)
- Training & Development
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