Position Opening: Tax Executive Assistant

Tax Executive Assistant

Description

Are you an energetic, client-focused individual that enjoys providing support to internal staff? Do you thrive in a fast-paced environment with highly motivated professionals? Are you a multi-tasker with a willingness to learn?

Keiter is the largest, local independent accounting firm in Richmond, and you may be a great fit.

Keiter Mission:

Help people achieve their full potential while pursuing their purpose – at home, at work, and in the community.

Keiter Values:

Innovation – Collaboration – Accountability – Relationships

We have:

• A supportive and collaborative team environment
• Flexible work environment to support your unique professional and personal needs
• Community involvement opportunities
• An open mind for new ideas and methodologies
• Benefits that support a healthy work-life balance
• Opportunities to learn from experienced team members
• Opportunities for paid overtime
• A culture of fun and team building
• Mentorship opportunities

You have:

• The ability to assist in maintaining an engagement schedule and identifying conflicts in the tax department
• The ability to provide support with billing for assigned partners and managers along with preparing related reports
• A desire to serve on various committees per request to identify solutions, communicate procedures, and assist with logistics
  • Tax Workflow, Education, Research Groups
• The capability to schedule and organize onsite and offsite meetings for staff and tax interns along with serving as a point of contact for client calls and interns
• Knowledge of performing the assembly of tax returns, financial statements, and other financial documents
• General understanding of coordinating departmental or client events per partner request
• The ability to update and report on performance management along with scheduling performance meetings
• The know how to update document templates repository such as standard letters, reports, and other correspondence
• An understanding of processing and tracking the status of client tax returns to ensure timely filing along with processing extensions
• A keen eye for detail in order to make travel arrangements for client and training related trips, registering for conferences, scheduling transportation, and relaying all logistics to partners
• The capacity to assist partners with internal HR and development systems such as CPE tracking software, HRIS, and other performance management tools
• The ability to coordinate login issues with HR if necessary and follow up with partners to ensure they are meeting deadlines

In this role, you will provide support to partners and managers in the tax department with scheduling, coordinating, along with performance management.