Tax Executive Assistant

Why Windham Brannon:

Windham Brannon is a recognized leader in providing assurance, tax and advisory services to clients both nationally and globally. We believe that best‑in‑class client service starts by creating exceptional outcomes for our people – by offering more to our team, we can offer even more to our clients. Our award‑winning culture has been consistently recognized for helping our people achieve success and fulfillment in their work and personal lives.

We are dedicated to providing all of our employees a diverse, equitable and inclusive environment that allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

• Diversity, Equity, and Inclusion Advisory Council that advocates for important employee initiatives
• Dedicated learning and development budget for each employee
• Coaches who are dedicated to your career growth and development, helping you thrive in the workplace
• Referral, performance, and business development bonus opportunities

• Hybrid and flexible work environment
• Employer‑paid dependent care, life insurance, disability, accident and critical illness, and pet insurance
• 401(k) plan with company matching
• PTO, paid holidays, and summer hours

Windham Brannon believes that we succeed as a firm when those in our community can succeed, too. Our WB Foundation regularly contributes to charities supported by our employees and friends of the month, and we provide regular volunteer support to several not‑for‑profit organizations throughout the year.

Our tax practice is growing, and we are looking to add an Executive Assistant…

The ideal candidate will be experienced in handling a wide range of administrative and executive support‑related tasks and will be able to work independently with little or no supervision. This person must be exceedingly well‑organized, flexible, and enjoy the administrative challenges of supporting a team. The candidate will report to an assigned Tax Principal.

• Process a high volume of tax returns, extensions and estimates through various delivery methods (electronic, client portal, paper).
• Maintain due date reports for designated team members; follow‑up as necessary to ensure accuracy.
• Assist in coordinating, formatting, and drafting practice correspondence, reports, presentations, articles, and engagement letters ensuring consistency in presentation in line with established Firm standards.
• Manage annual distribution of client engagement letters and tax organizers.
• Assist staff with organizing and retaining client documents, along with occasional light analysis and data entry.
• Coordinate with various team members to ensure consistent administrative practices across the tax practice.
• Seek out opportunities to coordinate cross functional responsibilities as necessary to streamline and ensure efficiency of service across the tax practice.
• Assist in managing & organizing calendars and scheduling both internal & external meetings.
• Where applicable, order and coordinate meals and be prepared to take meeting notes if requested.
• Coordinate travel plans, booking, and itineraries for all staff levels to include conferences, training, client meetings, etc.
• Input time, expenses and/or CPE details for designated team members.
• Assist with client billing or follow‑up, if requested.
• Assist team members in updating client contact information in all systems.
• Maintain flexibility in dealing with simultaneous projects with a high attention to detail.
• Utilize proactive and creative problem‑solving skills.
• Build professional relationships with clients and colleagues.
• Maintain discretion with sensitive client information.

• 5 years of Administrative Assistant experience; public accounting industry preferred
• Advanced skills in Microsoft Office, Word, Excel, PowerPoint, and Outlook
• Knowledge of software such as CCH Pro System or Axcess, Practice Engine, iChannel, XCM Workflow, Safe Send, Share File and Zoho preferred but not required
• Strong verbal and written communication skills