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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates exceptional organizational skills and attention to detail while managing complex calendars and commitments. Proficient in client service and tax administration, with a strong ability to coordinate workflows and maintain accurate client records.
Highest-signal resume keywords
Microsoft 365 ProficiencyClient Service ExperienceTax Administration FamiliarityExecutive Support ExperienceProject Coordination 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 ManagementClient OnboardingInvoice CoordinationDocument ManagementTax Filing Knowledge
Soft Skills
Attention to DetailStrong CommunicationOwnershipPersistenceSound Judgment
Tools & Technologies
CaseWareSafeSendSecure Document-Sharing PlatformsDigital Productivity ToolsAI Tools
Certifications & Qualifications
Associate's Degree
Industry Keywords
Real Estate TaxProfessional ServicesFinancial ServicesClient Service EnvironmentRecurring Filing Deadlines
About the role
Key responsibilities & impact- Provide proactive executive and administrative support to the lead partner and additional Real Estate Tax leaders.
- Own and prioritize complex calendars, commitments, deadlines, and follow-ups; identify conflicts and protect focus time.
- Prompt partners for decisions, flag competing priorities, challenge unrealistic timelines appropriately, and hold leaders accountable for commitments.
- Prepare leaders for meetings by coordinating agendas and materials, capturing next steps, and tracking completion.
- Coordinate business travel, expense reports, occasional personal scheduling affecting professional commitments, and authorized team-related purchases.
- Build relationships with partners, managers, staff, clients, and internal teams to anticipate needs and move work forward.
- Learn Real Estate Tax clients, recurring deadlines, engagement workflows, and service expectations; escalate technical tax matters to qualified professionals.
- Serve as a proactive client-facing contact for tax administration, including responses, information requests, deadline reminders, meeting recaps, and follow-through.
- Coordinate new-client onboarding, engagement letters, e-file authorizations, secure delivery of returns and filing packages, and required signatures.
- Maintain accurate client records and correspondence, including CaseWare binders, tax notices, financial documentation, and secure-file-sharing systems.
- Coordinate invoice inquiries, billing follow-ups, payment status, and approved tax-payment communications.
- Assist clients with approved online tax-payment portals and coordinate with authorized banking or financial contacts.
- Prepare routine correspondence and reports, update client databases, and draft nontechnical letters.
- Use Microsoft 365, approved AI tools, automation, and other technology to organize information and streamline routine work.
- Take increasing ownership of schedules, workflows, and outcomes as training progresses.
Requirements
What you’ll need- Associate’s degree or equivalent relevant experience.
- Exceptional organization, attention to detail, persistence, ownership, and the ability to create reliable systems across competing priorities.
- Strong verbal and written communication, sound judgment, discretion, and the confidence or demonstrated potential to manage upward with senior leaders.
- Proficiency with Microsoft 365 and digital productivity tools, with the adaptability and interest to use approved AI and automation tools responsibly.
- Ability to work independently and collaboratively in a fast-paced client-service environment, learn business processes quickly, and follow matters through completion.
- Preferred: Experience in executive support, client service, professional services, project coordination, accounting, or financial services.
- Preferred: Familiarity with tax administration, recurring filing and payment deadlines, or Real Estate Tax workflows.
- Preferred: Experience with CaseWare, SafeSend, secure document-sharing platforms, client onboarding systems, or similar professional-services technology.
- Preferred: A motivated, high-potential profile with strong initiative, curiosity, learning agility, and readiness to grow into broader responsibility.
Benefits
Comp & perks- Medical, dental, vision
- Generous PTO plan and paid sick time
- Flexible work arrangements
- 401K with Profit Sharing
- Wellness program
- Generous parental leave
- 11 paid holidays
- Eligible employees at certain levels can participate in a discretionary long-term financial incentive plan, subject to plan participation rules