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ClearPath

Executive Assistant - Tax

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Job Description

Executive Assistant - Tax ClearPath Overland Park, KS Job Details Full-time $55,000 - $60,000 a year 11 hours ago Benefits Health insurance Dental insurance 401(k) Paid time off Vision insurance Flexible schedule Qualifications Customer communication Executive administrative support Administrative experience Client services Accounting firm experience Organizational skills Business Associate's degree Accounting Full Job Description Tax & Executive Assistant We're a growing tax firm seeking an organized, professional, and dependable Executive Assistant to support our leadership team while providing exceptional service and communication to our clients. The Executive Assistant will provide high-level administrative and operational support to firm leadership. This role is responsible for managing executive calendars, coordinating meetings, facilitating internal communications, supporting firm initiatives, and ensuring efficient day-to-day operations. The ideal candidate is highly organized, professional, detail-oriented, and capable of handling confidential information with discretion.
Key Responsibilities:
General Administrative Duties:
Manage complex calendars, appointments, and meeting schedules for firm leadership. Record and distribute meeting notes, action items, and follow-up communications. Route calls, emails, and correspondence and respond appropriately on behalf of executives. Assist leadership with special projects and strategic initiatives.
Tax Support:
Serve as a professional point of contact for high-touch clients Assist high volume accountants with client follow up requests Onboard new referral clients for their tax and accounting needs Collect, organize, and upload tax documents; contact clients to for missing items Support filing, extensions, and delivery of completed tax returns.
Qualifications:
Education:
Associate's or Bachelor's degree preferred (Accounting, Business, or related field a plus). Ability to manage multiple priorities and meet deadlines.
Experience:
1-2 years of administrative, tax office, or client service experience preferred. Strong attention to detail and organizational skills. Proficiency with Microsoft Office Suite Excellent written and verbal communication skills. High level of professionalism, discretion, and dependability. Strong communication and customer service skills.
Preferred Skills:
Familiarity with tax preparation processes or accounting firm operations. Experience handling confidential financial or client information. Comfortable working in a technology-driven environment.
Job Type:
Full-time Pay:
$55,000.00 - $60,000.00 per year
Benefits:
401(k) Dental insurance Flexible schedule Health insurance Paid time off Vision insurance
Experience:
Tax Firm :
2 years (Required) Ability to
Commute:
Overland Park, KS 66210 (Required)
Work Location:
In person

Benefits

  • Paid Time Off (PTO)
  • 401(k) Plans
  • Health Insurance
  • Dental Insurance