The Executive Assistant plays a key role in the efficiency and smooth running of the accounting firm, providing crucial support to the executive team and contributing to the overall success of the organization.
Main responsibilities:
Prepare and organize the necessary documentation for meetings, presentations and reports.
Handle correspondence, emails and phone calls effectively.
Monitor progress of assigned tasks, ensuring timely and efficient completion.
Serve as a liaison between the executive team, accounting staff and clients.
Provide information and assistance to clients and interested parties, maintaining clear and professional communication.
Ensure the confidentiality of clients' financial and personal information.
Follow secure practices for managing and storing sensitive data.
Manage emails, phone calls and correspondence, filtering and prioritizing as necessary.
Prepare and review documents, presentations and reports according to the executive's instructions.
Manage the logistics of events and meetings, ensuring smooth execution.
Perform general administrative tasks, such as filing, organizing documents, and maintaining office supplies.
Collaborate with other departments as necessary to facilitate operational efficiency.
Collaborate closely with accountants and tax professionals to ensure accuracy and timeliness in financial reporting.
Assist in the preparation of accounting documents, including invoices, account statements, and transaction records.
Maintain updated and organized records, ensuring compliance with tax and accounting regulations.
Stay abreast of changes in tax laws and accounting regulations in the United States.
Oversee daily office operations, including managing administrative staff, managing office supplies, and maintaining the office environment.
Requirements:
Bilingual: English and Spanish.
Experience working in accounting offices and/or tax preparation.
Experience in employee management.
Experience with Sales Force.
Experience as an executive assistant.
Excellent organization, attention to detail and time management skills.
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