Create Meaningful Impact. Lead With Insight. Empower Legacy.
Keiter is seeking a Tax Executive Assistant to support our growing tax practice and serve as a key partner to Tax leadership and client service teams. This role is essential in ensuring seamless coordination, organization, and communication across engagements while supporting both internal operations and client relationships.
Why Keiter?
At Keiter, we help people achieve their full potential while pursuing their purpose – at home, at work, and in the community. We offer:
- A flexible, supportive work environment that empowers your professional and personal success
- A clear path for growth and development within the firm
- Meaningful community involvement opportunities
- A culture that values collaboration, innovation, relationships, and accountability
As Opportunity Advisors®, our mission goes beyond compliance. We support one another and our clients through proactive service, strong relationships, and thoughtful solutions.
What You’ll Do:
As a key member of the tax administrative team, you will:
- Draft, format, edit, and proofread correspondence, reports, and engagement letters
- Maintain and update document templates and internal repositories
- Coordinate and schedule internal and external meetings, including logistics, catering, and A/V needs
- Serve as a point of contact for client and internal inquiries, providing backup support as needed
- Manage Partner calendars, ensuring accurate scheduling and preventing conflicts
- Assist with processing and tracking client tax returns and extensions
- Support electronic filing processes and maintain accurate status updates in firm systems
- Prepare expense reports, coordinate travel arrangements, and manage conference registrations
- Assist with new client onboarding and engagement documentation
- Provide administrative support including database entry, scanning, copying, and report preparation
- Collaborate with administrative team members to deliver seamless client service
- Support firm initiatives and provide backup support for office operations as needed
What You’ll Bring:
- Strong organizational and time management skills with the ability to manage multiple priorities
- Exceptional attention to detail and commitment to high-quality work
- Professional demeanor with the ability to maintain confidentiality
- Proficiency in Microsoft Word, Excel, and PowerPoint
- Strong written and verbal communication skills
- Ability to work independently while collaborating effectively with a team
- A proactive, solution-oriented mindset with a strong client-service focus
- Strong problem-solving skills and adaptability in a fast-paced environment
Additional Responsibilities:
- Contribute to a positive, collaborative, and professional work environment
- Communicate effectively and offer thoughtful solutions to support team and organizational needs
- Assist with special projects and other duties as assigned
- Occasionally lift and transport packages up to 25 lbs. using appropriate equipment
Benefits:
- Comprehensive medical, dental, and vision coverage
- 401(k), HSA, and FSA
- Eligibility for an annual performance bonus
- Disability and life insurance
- Generous Paid Time Off and Paid Care Leave
- Additional programs and resources to support you and your family
Keiter CPA is an Equal Opportunity Employer and does not discriminate against individuals based on their race, color, religion, or belief, national or ethnic origin, sex (including pregnancy), age, disability, sexual orientation, gender identity, veteran status, family medical history or genetic information, or any other status protected by federal, state, or local laws or regulations.
