Are you a business? Hire tech assistant candidates in New York, NY
Fully Remote** About the Senior Manager position Like all our positions, this job is fully remote and offers unlimited PTO. This position offers the opportunity to build a tax service line in a vibrant and caring culture that allows you to work with full autonomy. In addition, of course, to great pay and benefits. We are looking for someone who really loves tax and has the desire and ability to help us build an exceptional tax service line. One that stands out from the competition. We have great clients, a wonderful culture, and major ambitions to build a large tax service line that supports our mission of helping our clients achieve financial freedom. Our firm is well established and has always provided tax services, but we are entering a new era of growth and we need a tax expert that will really own the world of tax within our firm. What Your Day to Day Will Look Like: - Manage all aspects of clients' tax planning, advisory, and return preparation. - Research complex tax subjects - Prepare tax planning and advisory memos for clients on complex tax subjects. - Prepare full written tax plans. - Prepare quarterly updates to tax plans. - Meet with clients. - Review tax returns - Supervise and review work prepared by senior accountants and managers. - Correspond with tax authorities. Other Job Responsibilities - Monitor federal and state tax updates. - Prepare a monthly email tax update for clients. - Review and update tax work templates. - Review and update tax organizer templates. - Develop work paper templates for tax services and related deliverables. - Develop and document a library of tax strategies. - Assist with development of tax services packages for business development. - Assist the CEO with business development strategies for existing tax clients. Education and Experience: - Bachelor's degree in Accounting or Taxation. - Active Certified Public Accountant (CPA) license. - 7+ years of experience in income tax. - Experience with Intuit ProConnect and Thomson Reuters tax research products is preferred. - What You Need to Succeed: - Ability to deliver spectacular client service, with great communication skills - Ability to easily explain difficult concepts - Problem solver - Tech-savvy - Detail-oriented - Self starter - Desire to grow and learn - Experience performing and documenting tax research on complex topics - Experience with QuickBooks Online and Intuit ProConnect Tax - Experience supervising others Upward Mobility and Upskilling: We cover the cost of continuing education for our CPAs and we work with each team member to develop a customized learning and development plan. We believe in investing in our people. Ideally, this person would develop into a Director of client services and then potentially an Executive position. We believe in hiring and promoting from within and developing long-term relationships with our team members.
We are seeking an Executive Assistant who is charismatic, highly organized, and oriented towards efficiency and cost-effectiveness to join our team. The Executive Assistant will provide comprehensive administrative support to the executive team, ensuring smooth operation of day-to-day activities. This role requires a proactive individual with excellent communication skills, an eye for detail, and a keen sense of resourcefulness. Key Responsibilities: Administrative Support: Manage executive calendars, schedule meetings, and coordinate travel arrangements with precision and care. Communication: Serve as the primary point of contact for internal and external communications, exhibiting professionalism and charisma in all interactions. Document Management: Prepare, review, and organize documents, reports, and presentations with a high level of accuracy and attention to detail. Event Planning: Plan and coordinate company events, meetings, and conferences, ensuring all logistical aspects are handled efficiently and cost-effectively. Financial Oversight: Monitor and manage budgets for executive-related activities, always seeking ways to optimize expenses and reduce costs. Project Coordination: Assist in the planning and execution of special projects, ensuring timely completion and adherence to company standards. Office Management: Maintain office supplies and equipment, ensuring a well-organized and efficient work environment. Qualifications: Experience: Minimum of 3-5 years of experience in an executive assistant or similar role. Skills: Excellent organizational and multitasking abilities, with a focus on prioritization and efficiency. Communication: Strong interpersonal and communication skills, both written and verbal, with a charismatic and professional demeanor. Attention to Detail: Exceptional attention to detail and a high level of accuracy in all tasks. Tech-Savvy: Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) and other relevant software. Budgeting: Experience in managing budgets and expenses, with a frugal and resourceful approach. Adaptability: Ability to adapt to changing priorities and work well under pressure. Education: Bachelor’s degree in Business Administration, Communications, or a related field preferred. Personal Attributes: Charismatic: Engaging and approachable, with a positive attitude that fosters strong relationships. Orderly: Highly organized and methodical, with a knack for creating and maintaining efficient systems. Parsimonious: Cost-conscious and resourceful, always looking for ways to optimize and reduce expenses without compromising quality. Salary from $105,000 to $137,500 yearly.