What are the responsibilities and job description for the Executive Administrative Assistant position at Berkowitz Pollack Brant Advisors + CPAs?
Established in 1980, Berkowitz Pollack Brant is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.
With more than 300 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.
JOB DESCRIPTION:
We are currently recruiting for an Executive Administrative Assistant with experience supporting Tax Accountants at the C suite level.
This person will provide high level administrative support to a C suite level Executive. Manage incoming calls, email, correspondence, scheduling of all appointments internal and external and making travel arrangements. Handle confidential information and maintain records.
Major Responsibilities:
- Assemble Tax Returns
- Assist Tax Department Administrator as necessary
- Support all professionals within the Tax Department, including handling general clerical work such as scanning projects and preparing letters, forms, reports, and other project-based work
- Maintain tax assembly inventory supplies for assembly workstations and scanning area
- Order supplies as needed
- Provide backup support to Miami tax administrative staff
- Provide backup phone coverage support for Miami receptionist
- Assist with ad hoc requests from other departments as needed
- Manage calendars and scheduling of appointments and coordination of travel arrangements when needed
- Anticipate documents needed for upcoming meetings and conference calls
- Answer phones, take messages and transcribe voicemails
- Monitor Outlook emails for Executives bringing up urgent matters, including responding independently when possible
- Greet clients when in-office meetings
- Compose letters, complete forms, prepare reports and notarize documents, including organizing and maintaining filing of documents electronically
- Prepare invoices and expense reports
- Prioritize multiple tasks to meet deadlines
- Preparation of Engagement Letters, Proposals and completing all processes for new clients
Preferred Qualifications:
- Bachelor’s degree preferred
- 5 years of experience in an executive assistant role
- Public Notary – State of Florida
- Bilingual fluency - English and Spanish
- Prior experience working in a CPA firm or Law firm a plus
- Excellent verbal and written communication skills
- Strong Microsoft Outlook, Word, Excel and PowerPoint
- Ability to manage multiple projects and priorities simultaneously. Be able to prioritize and be a self-starter and proactively anticipate needs
- Must be detail oriented, highly responsive, creative thinker a team player and possess excellent organizational skills
- Professional demeanor and ability to maintain high level of confidentiality
Salary range will be between $85,000 to $110,000 with potential for bonus based on performance.
