Senior Tax Administrator

• Provide high-level executive support to multiple partners and directors; work independently, proactively manage workloads, and track project timelines • Own complex calendar management and meeting logistics: schedule/coordinate internal and external meetings, prepare agendas and pre-meeting materials, send invitations, and reserve rooms/virtual links • Coordinate domestic and international travel and related logistics (transportation, lodging, itineraries) and prepare/submit expense reports • Plan and coordinate team meetings, conferences, and departmental events (virtual and in-person), including invitations, space reservations, catering/food service, hotel accommodations, and ground transportation • Handle sensitive and confidential business matters with discretion; support special projects and process improvements as assigned • Collaborate closely with other administrative assistants to coordinate coverage and complete shared projects • Serve as a primary liaison between executives, internal teams, clients, and external stakeholders; build and maintain strong client/vendor relationships and deliver exceptional service • Prepare, edit, and track engagement letters with accuracy and attention to detail • Complete client setup forms for new clients and engagements • Utilize CRM tool (HubSpot) to manage prospects and leads efficiently • Proofread and prepare client and agency correspondence, including response letters to the IRS and other tax authorities • Maintain due-date tracking and reporting to ensure timely responses and filings with the IRS and other tax authorities • Coordinate receipt of signed e-file authorizations and follow up to obtain missing forms required for e-filing • Support tax return delivery when not handled by the centralized delivery team • Create, revise, and design PowerPoint presentations for various purposes • Generate and analyze reports using various programs; build Excel reports using intermediate formulas, charts, and graphs • Perform data management, maintenance, and cleanup across department applications and trackers • Scan, organize, and file client documents; consolidate records to maintain orderly digital and physical files • Act as a change agent for implementing new processes within the department and guide team members accordingly • Assist with Conyers office administrative functions/events/office coverage • Perform additional duties and ad-hoc tasks as assigned to support team and executive objectives

• High school diploma or equivalent; additional certification in office management is a plus • Proven experience as an administrative assistant or relevant administrative role (required) • Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook) (required) • Previous experience in a similar role within the financial, legal, or professional services industry (preferred) • Familiarity with tax-related processes and procedures (preferred) • Familiarity with CRM tools, preferably HubSpot (preferred) • Familiarity with CCH Axcess, CaseWare, and CCH Workflow (preferred) • Strong interpersonal and communication skills, both written and verbal • Discretion and confidentiality when handling sensitive information • Detail-oriented with a commitment to accuracy • Exceptional organizational skills with the ability to manage multiple priorities and meet deadlines • Ability to multitask and prioritize tasks effectively • Proactive and able to anticipate the needs of the executives • Ability to adapt to changing priorities • Ability to work independently and as part of a team • Ability to work in a fast-paced environment • Ability to always maintain a high level of professionalism • Consistently demonstrates high-quality work and strong working relationships • Ability to work a flexible schedule and overtime as needed