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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates advanced proficiency in Microsoft Office Suite and familiarity with tax research platforms while providing high-level administrative support and managing sensitive information with discretion and professionalism.
Highest-signal resume keywords
Executive-Level SupportMicrosoft Office Suite ProficiencyTax Research Platforms FamiliarityOrganizational SkillsCommunication Skills
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Calendar ManagementDocument ManagementProject ManagementEmail TriageReport DraftingVersion ControlDeadline MonitoringConfidential Information HandlingRisk Documentation TrackingClient Billing Tracking
Soft Skills
ProfessionalismDiscretionTime ManagementIndependent Decision-MakingSound Judgment
Tools & Technologies
CCHThomson ReutersSharePoint
Industry Keywords
TaxAccountingComplianceProfessional Services
About the role
Key responsibilities & impact- Provide high-level administrative support including calendar management, meeting preparation, and handling confidential information
- Prioritize, triage, and respond to emails, National Tax Office portfolios, and time-sensitive requests on behalf of the executive team
- Draft, proofread, and manage National Tax Office correspondence, reports, filings, and documentation
- Coordinate with external vendors and internal department teams on National Tax Office and risk-related matters
- Maintain and organize technical memos, policies, and resource libraries; ensure version control, consistency, and documentation standards
- Support project management activities, including monitoring deadlines, maintaining trackers, and ensuring completion of deliverables
- Safeguard confidential and sensitive information with discretion, professionalism, and sound judgment
- Track risk-related matters and documentation requests while ensuring confidentiality and timely follow-up
- Manage access and permissions for NTO tools and platforms, including CCH, Thomson Reuters, and SharePoint; support usage reporting and workflow updates
- Track, record, and report executives’ billable hours for client billing, internal reporting, and compliance purposes
Requirements
What you’ll need- 3–5 years of experience supporting executive-level functions in a tax, accounting, compliance, or professional services environment, with direct exposure to tax
- Strong organizational and time management skills with the ability to prioritize competing demands with minimal supervision
- Advanced proficiency in Microsoft Office Suite (Excel, Outlook, Word, PowerPoint)
- Strong written and verbal communication skills
- High level of professionalism and discretion in handling sensitive tax, compliance, and executive information
- Ability to make independent decisions in a dynamic, fast-paced environment
- Familiarity with tax research platforms (e.g., CCH, Thomson Reuters) preferred
Benefits
Comp & perks- Medical, Dental, and Vision Insurance on the first day of employment
- Flexible Spending Account and Dependent Care Account
- 401k with Profit Sharing
- 9+ holidays and discretionary time off structure
- Parental Leave – coverage for both primary and secondary caregivers
- Tuition Assistance Program and CPA support program with cash incentive upon completion
- Discretionary incentive compensation based on firm, group and individual performance
- Incentive compensation related to origination of new client sales
- Top rated wellness program
- Flexible working environment including remote and hybrid options
- Competitive compensation
- Industry-leading benefits
- Flexible work environment to enjoy work/life balance
- Growth opportunities and continuous learning and advancement
- Entrepreneurship and freedom to innovate
