Apply on Employer Site

Aprio · 21 hours ago

Executive Assistant - Tax and Advisory Practice Group Leaders

Rockville, MD

Full-time

Hybrid

Senior Level

$90K/yr - $125K/yr

5+ years exp

Aprio is a nationally ranked CPA and advisory firm that is committed to innovation and growth. The Executive Assistant will provide high-level support to the National Practice Group Leaders for Tax and Advisory, managing complex calendars, communications, and special projects while ensuring efficient operations within the firm.

AccountingFinancial Services

Growth Opportunities

Responsibilities

Provide executive level support to the National Practice Group Leaders for Tax and Advisory, working independently and proactively managing workloads and project timelines

Oversee complex calendars, including scheduling appointments, coordinating meetings, and preparing agendas and pre-meeting materials

Proactively manage email communications, applying sound judgment to prioritize tasks and keep your leader informed of critical matters

Leverage the organization’s technology stack to maintain records, track projects, manage billing, and monitor reporting

Manage sensitive and confidential business matters with discretion while providing support on special projects

Coordinate travel arrangements, including transportation, lodging, itinerary planning, and managing expense reports

Act as a liaison between the executives and other departments, clients, and external stakeholders

Establish and maintain a rapport with internal clients and vendors

Support event planning and team activities by coordinating schedules, sending invitations, securing venues, arranging catering, and managing travel and accommodations

Work closely with the administrative team throughout the different practices to collaborate on joint initiatives and projects

Responsibilities under the Tax Practice Leader include managing the engagement letter process, completing client setup for new engagements, leveraging CRM tools for lead tracking and reporting (HubSpot experience is a plus), ensuring compliance with tax deadlines and e-filing requirements, and supporting the delivery of tax returns outside the centralized delivery team

Manage special projects assigned by the executives

This is a hybrid role with in-office requirements for 2-3 days a week, flexible on the days

Qualification

Executive-level supportMicrosoft Office SuiteCRM toolsOrganizational skillsProactiveProfessionalismInterpersonal skillsAttention to detailAdaptabilityTeamwork