Executive Assistant
• Responsible for internal and external communications such as client service deliverables, responses to tax notices and other various correspondences and memos.• Responsible for scheduling meetings between Managing Partner and clients throughout tax season and the remainder of the year.• Responsible for scheduling monthly partner meetings and annual departmental budget meetings. • Responsible for maintaining calendar of appointments and contacts in Microsoft Outlook for Managing Partner.• Performed research projects using internal and external resources.• Responsible for highly sensitive and confidential information related to Managing Partner and clients.• Maintained numerous personal bank accounts on a daily and monthly basis including writing checks, preparing bank reconciliations, completing and maintaining deposit slips.• Prepared monthly invoice log of personal bills to be paid and maintained multiple accounts payable paid by checks and internet invoices.• Prepared and maintained monthly expense reports for Managing Partner.• Managed and arranged travel and travel schedule, including air, car rental, hotel, meals and communication. • Managed organization and archival of files, reports, and other sensitive documents.• Answered questions and requests by clients and company members on behalf of the Managing Partner.• Managed multiple projects and assignments with varying priorities and deadlines.• Provided additional support for deliverables for tax department consisting of approximately 35 professionals.• Responsible for assembly of tax returns and tax related documents for various federal and state departments.• Prepared outgoing mail for tax department, including tax returns and other sensitive documents.• Cross trained and provided back up support for receptionist duties, audit department administrative duties, client engagement tracking system and online-file retention duties.
