Executive Assistant - Tax jobs in United States
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Dean Dorton · 1 week ago

Executive Assistant - Tax

Dean Dorton is one of the largest and most acclaimed certified public accounting and business advisory firms in the Southeast, seeking an experienced Tax Executive Assistant to join their Lexington, KY office. The role involves providing high-level administrative support to senior tax partners, managing workflows, and ensuring compliance with tax deadlines while maintaining strong professional relationships with clients and team members.

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Comp. & Benefits

Responsibilities

Provide high-level, proactive administrative support for multiple senior tax partners
Serve as primary administrative liaison to clients and firm team members
Fulfill administrative needs of senior tax partners
Analyze opportunities to leverage partners’ time for strategic firm initiatives
Collaborate with tax Administrative Assistants and support personnel
Organize and maintain electronic filing systems
Process and sort a wide variety of paperwork and reports
Monitor workflow tasks and ensure compliance with tax deadlines
Assemble, distribute, and track client deliverables timely and accurately
Coordinate and process client billing and associated reporting for senior tax partners
Manage various projects for top tier client groups as requested
Organize and coordinate meetings/events for senior tax partners
Assist in service group event coordination as necessary
Perform other administrative tasks as assigned

Qualification

Executive Assistant experienceMicrosoft Office SuiteAnalytical skillsAdobe AcrobatSharePointClient-focused approachMulti-taskingPrioritizationInterpersonal skillsCommunication skillsOrganizational skillsAdaptabilityConfidentiality

Required

Associate's degree or higher
A minimum of five (5) years of work experience serving as an executive-level assistant
Strong analytical skillset
A strong client-focused approach
Thoughtful listener
Ability to work effectively without immediate / constant supervision
Excellent organizational, interpersonal, and communication skills
High level of Adaptability – multi-tasking and prioritization
Strong proficiency in Microsoft Office (Word, Excel, Outlook, and PowerPoint) and Adobe required
Familiarity with invoicing and billing
Extensive background handling confidential and sensitive information
Drive to grow personally and professionally

Preferred

Experience with ShareFile, CaseWare, SafeSend Suite and CCH Axcess is favorable

Benefits

Paid Time Off
Health insurance – medical, vision, dental
Paid family leave, medical leave, and maternity/paternity leave programs
Retirement benefits – 401(K) match and best-in-class automatic profit sharing
Telemedicine, mental health resources, and wellness program reimbursement
Life insurance and disability insurance

Company

Dean Dorton

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Dean Dorton provides an integrated suite of audit, tax, business management, consulting, and technology solutions.

Funding

Current Stage
Late Stage

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