Senior Executive Assistant (Tax)

Our client (global business management firm) is seeking a Senior Executive Assistant (Tax) out of their Encino, California office.

What will you do?

• Oversee client requests as it relates to portal management, client database updates, client document requests
• Maintain computer and technology hardware needs
• Manage e-signature through the database (Axcess Tax Program/Workflow)
• Create, manage, and distribute tax engagement letters
• Create, manage, and distribute tax organizers (paper, PDF, and My1040Data)
• Oversee rollover of tax returns in tax software
• Work overtime hours as needed
• Release E-file forms and extensions during tax season as well as off-season
• Generate reports to accurately maintain the released database as well as pending tax returns that are ready to be released
• Assist with tax configuration/defaults
• Process client onboarding and exits
• Assist in scanning tax return documents
• Process POAs
• Coordinate and file 1099's, business licenses, and property taxes
• Manage client database in CCH including overseeing client set-ups and client updates
• Workflow project administration
• E-File operations maintenance
• Create and manage due dates and projects in Workflow
• Maintain document administration and update documents as needed
• Create portals, portal troubleshoot with clients, and add additional portal users for clients
• Process tax documents uploaded to the portal and Share Safe
• Ad hoc tasks and projects as needed by leadership
• Provide administrative support as needed
• Perform other duties as assigned

What Do you Need to Succeed:

• Competency in Microsoft applications including Word, Excel and Outlook
• Self-motivated with excellent organization skills
• Strong verbal and written communication skills a must
• Attention to detail and ability to multi-task is an asset
• Strong organizational and problem-solving skills
• Exceptional interpersonal skills
• Friendly and professional demeanor
• Ability to work well with a team and pitch in when needed