Administrative Assistant - Tax
Core
Provide comprehensive administrative support to partners and team members in a professional services firm, managing calendars, travel, billing, and client deliverables.
Role type
Senior Administrative Assistant (Tax/Professional Services)
Builds
Client proposals, reports, spreadsheets, and work plans for audit, tax, and consulting clients.
Domain
Professional Services (Audit, Tax, Consulting, Wealth Management)
Deliverable
Product features (client deliverables) | Dashboards & analysis (CRM reporting)
Required skills
Calendar management, expense reporting, travel arrangements, document preparation, CRM management, workflow processing, CPE tracking, MS Office proficiency
Preferred skills
Higher education/college coursework, bilingual in Japanese/English or Chinese/English
Responsibilities
Assist with scheduling, expense reports, billing, travel, meeting logistics, CRM reporting, and document distribution.
Seniority
Mid-level, hands-on IC