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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates strong organizational and communication skills while managing multiple priorities and maintaining confidentiality. Proficient in Microsoft Office Suite and CRM tools, with a focus on delivering exceptional service and supporting administrative functions.
Highest-signal resume keywords
Proven Experience As An Administrative AssistantProficient In Microsoft Office SuiteFamiliarity With CRM Tools, Preferably HubSpotDetail-Oriented With A Commitment To AccuracyStrong Interpersonal And Communication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Data ManagementReport GenerationProject Timeline TrackingClient Setup Forms CompletionPowerPoint Presentation DesignIntermediate Excel FormulasTax-Related Processes FamiliarityE-Filing CoordinationDocument OrganizationProcess Improvement Implementation
Soft Skills
Exceptional Organizational SkillsAbility To MultitaskProactive Anticipation Of NeedsAdaptability To Changing PrioritiesHigh Level Of Professionalism
Tools & Technologies
HubSpotCCH AxcessCaseWareCCH Workflow
Certifications & Qualifications
High School Diploma Or EquivalentCertification In Office Management
Industry Keywords
Financial ServicesLegal ServicesProfessional ServicesClient/Vendor RelationshipsIRS Correspondence
About the role
Key responsibilities & impact- Provide support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines
- Plan and coordinate various meetings and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation
- Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned
- Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects
- Serve as a liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service
- Prepare, edit, and track engagement letters with accuracy and attention to detail
- Complete client setup forms for new clients and engagements
- Utilize CRM tool (HubSpot) to manage prospects and leads efficiently
- Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities
- Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities
- Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing
- Support tax return delivery when not handled by the centralized delivery team
- Create, revise, and design PowerPoint presentations for various purposes
- Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs
- Perform data management, maintenance, and cleanup across department applications and trackers
- Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files
- Act as a change agent for implementing new processes within the department and guide team members accordingly
- Assist with office administrative functions/events/front office coverage
- Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives
Requirements
What you’ll need- High school diploma or equivalent; additional certification in office management is a plus
- Proven experience as an administrative assistant or relevant administrative role (required)
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required)
- Previous experience in a similar role within the financial, legal, or professional services industry (preferred)
- Familiarity with tax-related processes and procedures (preferred)
- Familiarity with CRM tools, preferably HubSpot (preferred)
- Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred)
- Strong interpersonal and communication skills, both written and verbal
- Discretion and confidentiality when handling sensitive information
- Detail-oriented with a commitment to accuracy
- Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines
- Ability to multitask and prioritize tasks effectively
- Proactive and able to anticipate the needs of the executives
- Ability to adapt to changing priorities
- Ability to work independently and as part of a team
- Ability to work in a fast-paced environment
- Ability to always maintain a high level of professionalism
- Consistently demonstrates high-quality work and strong working relationships
- Ability to work a flexible schedule and overtime as needed
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options