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Onsite Private Equity Executive Assistant
Onsite Private Equity Executive AssistantCarrie Rikon & Associates • Miami, FL, US
Onsite Private Equity Executive Assistant

Onsite Private Equity Executive Assistant

Carrie Rikon & Associates • Miami, FL, US
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Job Description

Job Description

Onsite Private Equity Executive Assistant

Miami, Florida

We are looking for an Onsite Private Equity Assistant for our Miami Public Accounting office.

60K-70K plus overtime at time and a half plus benefits

The ideal candidate will exhibit high standards, excellent communication skills, have the ability to take initiative, prioritize daily tasks, and preferably have experience in a tax accounting office in order to provide administrative support to the tax partners and accountants. A strong ability to take charge and meet tight deadlines will ensure your success in this multi-faceted role.

Responsibilities :

  • Support Tax Partners including calendar management and scheduling of client meetings in person, via telephone or virtually.
  • Process and / or create various client deliverables, including tax returns, organizers, extensions, engagement letters, and correspondences.
  • Communicate with clients regarding documentation requests and answer general questions
  • Assists with general office duties, including ordering of supplies, distribution of mail, answering of phones, scanning and faxing.
  • Responsible for maintaining a client database and onboarding of new clients

Requirements :

  • Team player that has strong communication and organizational skills
  • Ability to multi-task and exercise good judgement and take ownership when dealing with task
  • Travel Required to the post office, grocery store and restaurants
  • Overtime and weekends required during peak times, as needed
  • Strong computer skills including proficiency in Microsoft Office suite (Word, Excel, PDF, and Outlook) are a must.
  • Basic Knowledge of CCH Programs; ProSystem FX Tax, Engagement, SafeSend, Axcess, and CFS Practice Management.
  • Four plus years of administrative and tax processing experience
  • Benefits

  • Health Care Plan (Medical, Dental & Vision)
  • Retirement Plan (401k, IRA)
  • Paid Time Off (Vacation, Sick & Public Holidays)
  • Family Leave (Maternity, Paternity)
  • Training & Development
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