Tax Controversy Administrative Assistant

Posted Yesterday
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Boca Raton, FL, USA
In-Office
Mid level
Insurance • Professional Services • Consulting • Financial Services
The Role
Provide high-level administrative support to the Tax Controversy practice: manage calendars, prepare and proofread documents, coordinate meetings and travel, handle confidential client files, assist with engagement setup, billing, expense reporting, and workflow coordination across engagements and special projects.
Summary Generated by Built In

Why We Stand Out

Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you.

As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.”

Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged.

Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.

Think you have what it takes?

How You’ll Contribute:

Kaufman Rossin is seeking a highly organized, proactive, and detail-oriented Administrative Assistant to support our growing Tax Controversy practice in our Boca Raton office. Our Tax Controversy team partners closely with individuals, businesses, and legal counsel to navigate complex federal and state tax disputes, examinations, appeals, and remediation matters.

The Administrative Assistant will provide high-level administrative and operational support to professionals within the practice and play a critical role in ensuring efficient day-to-day operations, coordinating communications, managing sensitive and confidential information, and supporting client service initiatives. The ideal candidate is responsive, professional, and thrives in a fast-paced environment requiring discretion, adaptability, and strong organizational skills.

  • Provide administrative support to Partners, Directors, Managers, and staff within the Tax Controversy practice
  • Coordinate calendars, meetings, conference calls, and client appointments
  • Prepare, format, proofread, and distribute correspondence, reports, engagement documents, and presentations
  • Assist with engagement setup, billing support, expense reporting, and document management
  • Maintain and organize confidential client files and records in accordance with firm policies
  • Coordinate travel arrangements and expense reconciliations as needed
  • Serve as a professional point of contact for clients and internal stakeholders
  • Monitor deadlines, follow up on outstanding items, and assist with workflow coordination across engagements
  • Support tax controversy projects involving IRS notices, examinations, appeals, remediation matters, and related documentation
  • Assist with practice operations, special projects, and process improvement initiatives
  • Provide general administrative and office support as needed

Requirements

What Skill’s You’ll Bring:

  • 3+ years of administrative or executive support experience, preferably within public accounting, legal, financial services, or professional services environments
  • Strong organizational skills with the ability to prioritize multiple responsibilities and deadlines
  • Excellent written and verbal communication skills
  • High attention to detail and commitment to accuracy
  • Ability to handle confidential and sensitive information with professionalism and discretion
  • Proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
  • Experience with document management systems and workflow tools preferred
  • Ability to work independently while collaborating effectively within a team environment

How You’ll Stand Out:

  • Prior experience supporting tax, legal, controversy, or compliance-related professionals
  • Familiarity with IRS correspondence, tax documentation, or professional services engagement processes
  • Experience in a fast-paced client service environment

Benefits

We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.

Skills Required

  • 3+ years of administrative or executive support experience (preferably in public accounting, legal, financial services, or professional services)
  • Strong organizational skills with ability to prioritize multiple responsibilities and deadlines
  • Excellent written and verbal communication skills
  • High attention to detail and commitment to accuracy
  • Ability to handle confidential and sensitive information with professionalism and discretion
  • Proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint)
  • Experience with document management systems and workflow tools
  • Ability to work independently while collaborating effectively within a team environment
  • Prior experience supporting tax, legal, controversy, or compliance-related professionals
  • Familiarity with IRS correspondence, tax documentation, or professional services engagement processes
  • Experience in a fast-paced client service environment
Am I A Good Fit?
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The Company
700 Employees

What We Do

Kaufman Rossin is a leading independent CPA and advisory firm providing a comprehensive range of services including audit, tax, and business consulting. Founded in 1962, the firm supports organizations through various stages of growth with specialized expertise in areas like risk advisory, wealth management, and insurance. They are recognized as a top-tier firm in the U.S., known for their commitment to client service, innovation, and a supportive, inclusive company culture.

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