Entrepreneurial Services Administrative Assistant

Why We Stand Out Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you. As one of the top accounting firms in the country, our foundation is \"people first.\" In the words of James Kaufman, \"we prioritize our people, their development, and our well-being. Our values are translated into action every day.\" Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged. Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it takes? How You'll Contribute: Kaufman Rossin is seeking a highly organized, self-directed Administrative Assistant to support our Entrepreneurial Services team. Our Entrepreneurial Services team works closely with mid-sized businesses, providing trusted tax and accounting services that help clients navigate complex financial needs and achieve their goals. This position requires the ability to manage multiple tasks simultaneously in a very fast-paced environment in office. Our ideal candidate is good with people, displaying a positive attitude and professional demeanor. This is an on-site position, in our Miami office, 5 days/week. Support department with routine administrative duties including travel coordination, calendar management, appointment scheduling, and expense reconciliation Review, direct, and respond to correspondence Draft engagement letters Assist with client onboarding and related account opening processes Filing, copying, scanning, and faxing Manage highly confidential tax, financial, and client documentation with accuracy, discretion, and attention to detail Managing all client shipping via FedEx and USPS Support departmental billing functions, including invoice preparation and billing-related reporting as well as preparing billing reports for department partners Generate and distribute tax due date reports during tax season to support workflow management and deadline compliance Create and submit expense reports for partners and departmental staff Complete and maintain timesheets on behalf of department personnel as requested Tend to reception as needed Requirements What Skills You'll Bring: Prior experience as an Administrative Assistant Proficiency with Microsoft Office (Word, Excel, and Outlook) Excellent oral and written communication skills with exceptional phone etiquette Strong attention to detail Persistence, with strong follow-up skills Demonstrate flexibility and commitment by working overtime and weekend hours (as needed) during peak tax season to support critical deadlines and departmental needs How You'll Stand Out: Financial Services-specific experience Experience working with Salesforce, Domo, StarPDM, Sunbiz Experience with online banking systems, wire initiation, etc Bilingual in English & Spanish Key Softwares used: Salesforce, Domo, XCM, StarPDM, Filefox, Ring Central, CCH Axcess Tax, Concur Benefits We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties. #J-18808-Ljbffr Kaufman Rossin