Executive Assistant - Dallas

Job description

As CohnReznick grows, so do our career opportunities. As one of the nation’s top Professional Services and Business Advisory firms, we foster teams in Advisory, Assurance, and Tax services that value innovation and collaboration in everything they do!

We currently have an exciting career opportunity for an Executive Assistant to join the Dallas office.

CohnReznick is a hybrid firm and most of our professionals are located within a commutable distance to one of our offices.

This position is considered hybrid which means team members are expected to alternate time between both remote and office (3-4 days / week in the office).

At CohnReznick, we believe in creating the conditions in which everyone can do their best work, collaborate, learn, and build community.

This results in our ability to create opportunities for our people, make a difference for our clients, and strengthen our internal and external communities.

YOUR TEAM.

This position will support our Dallas Tax and Assurance Practices.

The Executive Assistant will be responsible for providing a broad spectrum of support to our Assurance and Tax Department and Partners in a fast paced, challenging and rewarding environment.

Requirements include extensive people, communication, organizational, technical and process skills, and the ability to continuously prioritize multiple projects.

Successful candidates will thrive in a collaborative work environment.

WHY COHNREZNICK?

At CohnReznick, we’re united by a common mission to create opportunity, value, and trust for our clients, our people, and our communities.

Whether it’s working alongside your peers to solve a client challenge, or volunteering together at the local food bank, there are so many ways to find your why at the firm.

We believe it’s important to balance work with everyday life and make time for enjoyment and fun. We invest in a robust Total Rewards package that includes everything from generous PTO, a flexible work environment, expanded parental leave, extensive learning & development, and even paid time off for employees to volunteer.

YOUR ROLE.

Responsibilities include but not limited to :

• Support Tax and Audit Partners and Directors to include but not limited to calendaring, time and expense entry
• Preparing and tracking of engagement letters
• Compose, prepare and distribute written materials for management using sound judgment including correspondence, memos / letters, agendas, presentations, and minutes
• Utilizing software for document retention of client information and maintain workflow processes
• Assist with requests for new client set ups and expansion of services for client services, assist with any updating of client information
• Send Tax returns / forms to clients via mail or electronic delivery / client portal as needed
• Assist with tax processing as needed to include but not limited to printing paper returns as requested to send to clients;

sending K-1s to clients via electronic or mail; reviewing efile forms to ensure meets Firm's standard criteria; processing extensions that meet Firm requirements, scanning client work papers

• Run client-specific reports
• Use current Firm operating systems to keep the team updated on deadline status by client and deliverable
• Draft proposals and associated matter codes
• Assist team with billing process
• Participate in weekly team project meetings
• Book travel arrangements as requested
• Maintain team’s contacts and mailing lists
• Serve as a first point of contact for internal and external communication, using sound judgment in screening and responding to inquiries, prioritizing calls that need immediate attention, and triaging / resolving as appropriate
• Manage multiple phone lines
• Hospitality / Meeting coordination / Kitchen inventory maintenance
• General office services
• Perform other duties as assigned

YOUR EXPERIENCE.

The successful candidate will have :

• 4+ years of experience in administrative support work, office practices and administrative procedures
• Tax experience preferred
• Tech savvy with the ability and desire to embrace necessary software applications
• Strong written and verbal communication skills
• Intermediate to advanced proficiency with Microsoft Word and Microsoft Excel; intermediate knowledge of all other Microsoft applications
• Superior organizational and follow-through skills with strong attention given to details and deadlines
• Professional demeanor and appearance necessary at all times
• Proven ability to work in a high-volume, fast-paced, deadline-driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously
• Flexibility to work additional hours during peak periods of the year

Studies have shown that we are less likely to apply to jobs unless we meet every single qualification. At CohnReznick, we are dedicated to building a diverse, equitable, and inclusive workplace, so if you’re excited about this role but your experience doesn’t align perfectly with every qualification in the job description, we still encourage you to apply.

You may be just the right candidate for this or one of our other roles.

CohnReznick is an equal opportunity employer, committed to a diverse and inclusive team to drive business results and create a better future every day for our team members, clients, partners, and communities.

We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, age, national origin, or protected veteran status and will not be discriminated against on the basis of disability.

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