Onsite Private Equity Executive Assistant

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