We are currently seeking an Executuive Assistant for our State and Local Tax (SALT) practice in our Sacramento office. The Executive Assistant is responsible for assisting our SALT Private Clients Team with individual tax matters. The position will involve working with two Senior Managers, two SALT Partners, and a diverse team as well as a variety of client facing activities.
The technician will prepare notes and maintain records relating to client matters and client calls. The technician will help prepare analyses of client information including detailed excel and word documents. In addition, the position will be responsible for maintaining electronic client filing systems, client billing records and files, and other filing / processing as needed. Responsibilities also include tracking team interactions with client account and addressing client needs where client requests additional assistance.
- Oral Communication
- Client Service (1 year of experience is required)
- Tax Compliance (1 year of experience is required)
- Microsoft Office
- Written Communication
- Years of experience: 0 years
- Experience level:Experienced
Working hours: 8 AM - 4 PM
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Qualified applicants in San Francisco with criminal histories will be considered for employment in accordance with the San Francisco Fair Chance Ordinance.