Executive Assistant; Tax

We currently have an exciting career opportunity for an Executive Assistant to join the Tax team in our Richmond office.

Due to the nature of this role, this position is considered 100% on-site and must be consistently performed at an assigned Cohn Reznick office location and requires daily commute to the office location.

Responsibilities include, but are not limited to:

• Provide administrative support for Tax Partners, Directors, and team members
• Send tax returns/forms to clients
• Utilize software for retention of client documentation and maintain workflow processes
• Assist with requests for new client set ups and expansion of services for current clients
• Preparation and tracking of client engagement letters
• Produce client-specific reports as needed
• Assist team with billing process, including processing invoice requests and back-up materials required to invoice client accounts
• Book Partner travel and meeting arrangements as requested
• Answering mainline and partner phone calls
• Compose, prepare and distribute written materials for management using sound judgment including correspondence, memos/letters, agendas, presentations, and minutes
• High level of support skills including communication, grammar, proofreading and proposal editing
• Assist the team with daily workflow
• Provide daily, local, on-site general administrative support including greeting clients and vendors, meeting/room/AV scheduling, arranging of meal service and other meeting needs
• Perform other duties as assigned.
• Coordination of, but not limited to:
  • Events and registrations
  • Business time & expense reimbursement
  • Coding of subcontractor invoices
• Strong MS Office Suite Skillset:
  • Heavy calendar management for multiple people in Outlook
  • Develop and maintain spreadsheets of varying complexity in Excel
  • Create and edit presentations in Power Point
  • Ability to develop and maintain documents in Word

The successful candidate will have:

• Ability to work independently and as a team member
• Minimum 3+ years of high-level executive assistant work experience required
• Highly motivated with excellent organizational and interpersonal skills
• Proficiency in MS Office - Word, Excel, PowerPoint, Outlook and Adobe Acrobat
• Ability to learn new computer programs.