Executive Admin Assistant – Tax Practice (In-Office)

Hightower Advisors; Devon (PA); On-site; USD 35,000 - 50,000; Full time

Benefits offered by this job

Competitive benefits program

Health insurance

401(k) with company match

17 days of paid time off

Flexible summer hours

Job summary

GMS Surgent, a tax practice within Hightower Advisors, seeks an organized administrative professional to support executives and teams in-office. You will manage calendars, prepare reports, and coordinate communications with clients and internal departments.

This role emphasizes confidentiality, reliability, and discretion, offering training and growth opportunities in a collaborative environment dedicated to accuracy and service.

Qualifications

• High school diploma required.
• Prior administrative or office support experience preferred, ideally in a professional service or tax environment.
• Strong organizational and time-management skills.
• Excellent written and verbal communication skills.
• Proficiency with Microsoft Office and standard office technology.
• Willingness to learn new technologies and tools used in tax and office operations.

Responsibilities

• Provide comprehensive administrative support to executives, managers, and departments at GMS Surgent.
• Manage calendars, schedule meetings, and coordinate logistics.
• Prepare, edit, and format correspondence, reports, and presentations.
• Answer and route phone calls, emails, and internal communications.
• Maintain electronic and physical filing systems and client/tax-related records.
• Assist with tax administration tasks such as client intake, document tracking, tax deadline coordination, and filing support.
• Order office supplies and coordinate with vendors as needed.
• Assist with expense reports, invoicing, and basic recordkeeping.

Skills

Organizational skills

Time management

Communication skills

MS Office

Discretion

Learning mindset

Education

High school diploma

Tools

Office equipment

Job description

GMS Surgent, a tax practice within Hightower Advisors, seeks an organized administrative professional to support executives and teams in-office. You will manage calendars, prepare reports, and coordinate communications with clients and internal departments.

This role emphasizes confidentiality, reliability, and discretion, offering training and growth opportunities in a collaborative environment dedicated to accuracy and service.