Want Executive Assistant - Hybrid Remote in Atlanta, GA
Job title: Executive Assistant - Hybrid Remote
Company: Searchlogic Recruiting
Job description: Immediate need for experienced CPA firm Bookkeeper to join one of Atlanta's premiere CPA firms headquartered in Midtown Atlanta. Please note there is flexibility around the hybrid remote work schedule.
We are searching for an EA with at least five years of experience. This person must be exceedingly well-organized, flexible, and enjoy the administrative challenges of supporting a team within a large department, including Principals and Senior Managers. We are looking for a candidate that has the ability to interact with staff at all levels with professionalism and confidence while managing a fast-paced, time sensitive work environment.
The responsibilities of the Tax Executive Assistant will include:
- Process a high volume of tax returns, extensions and estimates through various delivery methods (paper, electronic, client portal).
- Revise, draft or format correspondence or presentations.
- Manage annual distribution of tax organizers and tax engagement letters
- Maintain due date reports for team members; follow-up as necessary to ensure accuracy.
- Manage/organize calendars and schedule both internal and external meetings. Order and coordinate meals if necessary.
- Act as project manager in assigning tasks and following up to ensure completion.
- Provide general administrative support as necessary/requested by team members.
- Update client contact information in all systems.
- Input expenses for Principals, as requested, inputting time on occasion.
- Follow up on past due A/R; coordinate with internal accounting as needed.
- Complete billing for Principals, as requested.
- Coordinate travel plans and itineraries for all levels for CPE training, client meetings, etc.
- Build professional relationships with clients and colleagues.
- Seek out opportunities to provide additional assistance and assume cross-functional duties as necessary.
- Utilize proactive and creative problem-solving skills.
- Maintain discretion with sensitive client information.
- Expert skills in Microsoft Office Word, Excel, Outlook, and PowerPoint.
- Knowledge of software such as CCH ProSystem fx, Practice Engine, iChannel, XCM Workflow, and ShareFile.
- 401K PLAN WITH COMPANY MATCHING
- PTO AND PAID HOLIDAYS
- FIRM-PAID DEPENDENT CARE PROGRAM
- FIRM-PAID LIFE INSURANCE AND DISABILITY
- PARENTAL LEAVE FOR BIRTH, ADOPTION OR PLACEMENT
- ACCIDENT, CRITICAL ILLNESS AND PET INSURANCE
- REFERRAL, PERFORMANCE AND BD BONUS OPPORTUNITIES
- PAID CONTINUING EDUCATION AND PROFESSIONAL MEMBERSHIPS
- COACHING AND MENTORING PROGRAMS
- TUITION REIMBURSEMENT
- CPA INCENTIVES AND BONUSES
- DIVERSITY, EQUITY AND INCLUSION ADVISORY COUNCIL