Executive Assistant

Responsibilities

• Provide high-level executive and administrative support to Specialty Tax Service Partners and Practice Leaders, including International Tax, R&D Tax Credits, and the SALT practice
• Assist in facilitating client contact for Partners as needed, including scheduling, follow-up on action items, and providing updates regarding engagement status
• Coordinate and schedule internal and external meetings, calls, and other activities supporting Partners and their teams
• Manage phone calls and email support, including helping organize communications, identifying priority items, and ensuring timely responses and follow-up
• Support client set-up, administrative aspects of new client onboarding, and tracking of prospects and opportunities in internal systems
• Assist with billing-related administrative processes, including reporting, budget tracking support, invoice preparation coordination, and communication of billing-related updates
• Update and maintain internal systems and workflow tools accurately, including task management systems, CRM platforms, and other practice management tools
• Draft and/or edit materials, including presentations, schedules, reports, letters, scripts, and various correspondence and content
• Work independently on assigned projects by Partners, from conception to completion, coordinating with other departments and team members as needed
• Provide general administrative office support, reception support, hospitality support, and other duties as assigned
• Represent Partners professionally in interactions with internal and external stakeholders, exercising discretion, confidentiality, and sound judgment
• Identify opportunities to improve administrative processes, strengthen consistency across workflows, and enhance overall efficiency within the Specialty Tax team
• Coordinate travel arrangements for Partners by developing schedules and agendas, booking travel, arranging ground transportation, securing lodging and meeting space
• Other duties as assigned

People Management/Relationships

• Takes initiative to be a team player and seeks out opportunities to help others
• Builds trust and credibility through reliability, professionalism, and consistent follow-through
• Successfully adapts to different personalities, communication styles, and working styles
• Proactively and effectively communicates information regarding status issues to team members
• Holds self-accountable for assigned work; seeks continuous feedback to learn and develop in role; open to new ideas and suggestions
• Maintains a calm, steady, and positive presence in high-pressure and deadline-driven situations.

• Excellent organizational skills with strong attention to detail and follow-through.
• Strong ability to manage multiple projects, recurring tasks, and competing priorities in a deadline-driven environment.
• Ability to work autonomously, take ownership of assigned responsibilities, and proactively follow tasks through completion.
• Excellent verbal and written communication skills, with the ability to provide clear and organized updates.
• Strong relationship management and customer service skills.
• Ability to anticipate needs, identify issues early, and escalate concerns appropriately.
• Tech-savvy with the ability to learn and effectively use internal systems and identify solutions through available resources.
• Strong proficiency in Microsoft Office Suite, especially Outlook, Word, Excel, and PowerPoint.
• Ability to format information and produce polished work product in Word, Excel, and PowerPoint.
• High level of professionalism, discretion, and judgment in handling confidential and sensitive information.
• Ability to support executives in a high-volume environment with composure, flexibility, and a positive service mindset.
• Ability to maintain accurate workflow tracking across multiple systems and ensure deadlines and follow-up items are not overlooked.
• Ability to work collaboratively across Partners, managers, administrative professionals, and other internal teams.
• Prior financial or professional services industry knowledge preferred

• Associate’s degree or commensurate experience
• 5+ years’ experience in an administrative function supporting executive levels
• Experience with event management, coordination of regular group meetings and daily calendar management
• Prior experience supporting tax or other deadline-driven professional service teams preferred
• Experience supporting high-volume inbox management, meeting planning, event coordination, and complex scheduling
• Demonstrated ability to improve or standardize administrative processes to increase efficiency