Tax Executive Assistant

Tax Executive Assistant

Job Category: Tax & Consulting Services Requisition Number: TAXEX001221

Posted: April 9, 2026

Full-Time

On-site

Keiter Glen Allen, VA 23060, USA

Description

Essential Job Functions

• Draft, format, edit, and proofread correspondence, reports, and engagement letters
• Maintain and update document templates and repositories
• Coordinate and schedule internal and external meetings, including logistics, catering, and A/V needs
• Serve as a point of contact for client and internal inquiries and provide backup support when staff are out of the office
• Manage Partner calendars, ensuring accurate scheduling and preventing over-booking
• Assist with processing and tracking client tax returns and extensions
• Support electronic filing processes and input status updates into firm systems
• Prepare expense reports, travel arrangements, conference registrations, and related logistics
• Assist with new client and new engagement request documentation
• Provide administrative support including database entry, scanning, copying, and report preparation
• Collaborate with other administrative professionals to deliver seamless client service
• Support firm initiatives and provide backup support for office operations as needed

Secondary Responsibilities

• Demonstrate strong organizational and problem-solving skills
• Communicate professionally and offer strategic solutions to organizational needs
• Contribute to a positive, collaborative work environment
• Assist with special projects and other duties as assigned
• Occasionally lift and transport packages up to 25 lbs. using appropriate equipment

Competencies & Skills

• Excellent time management and multitasking abilities
• Strong attention to detail and commitment to work quality
• Professional demeanor with the ability to maintain confidentiality
• Proficiency in Microsoft Word, Excel, and PowerPoint
• Strong written and verbal communication skills
• Ability to work independently while collaborating effectively with a team
• Client-service mindset with a proactive, solution-oriented approach

Experience

Preferred

Experience drafting, formatting, proofreading, and distributing business correspondence (letters, engagement-style communications, emails) using standardized templates. Demonstrated experience managing complex calendars, scheduling internal/external meetings, and coordinating logistics (travel, catering, A/V, onsite/offsite meeting support). Experience handling confidential and sensitive information with discretion, including serving as a point of contact for clients and/or senior leaders. Experience with document management and file organization (electronic filing, scanning/image retention, maintaining shared repositories, version control of templates). Experience tracking work status and deadlines (e.g., return/engagement tracking, workflow status updates) and following through to completion across multiple concurrent requests.

Equal Opportunity Employer This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.