Executive Assistant - Tax

RSM; Phoenix (AZ); Hybrid; USD 57,000 - 95,000; Full time

Benefits offered by this job

Hybrid schedule

Total rewards package

Job summary

RSM is seeking an Executive Assistant to provide skilled support to select leaders, including scheduling calls and meetings, travel arrangements, and expense processing. The role requires professionalism, confidentiality and urgency, with a hybrid in-office schedule after the first 90 days.

The ideal candidate has 1–3 years of relevant experience, an associate degree or equivalent, and strong Microsoft Office skills.

Qualifications

• Intermediate Microsoft Office skills and ability to learn firm tools.
• Basic knowledge of technology tools used within responsibilities.
• Effective communication with diverse audiences.
• Strong organization, prioritization and attention to detail.
• Excellent people skills and proofreading capability.
• Ability to prepare charts, graphics, tables and speaker notes for presentations.
• Ability to balance multiple tasks and projects.

Responsibilities

• Maintain calendar appointments and schedule prioritization.
• Coordinate travel arrangements including flights, cars, hotels, and meals.
• Submit expense reports timely.
• Manage meeting logistics, invitations, notes and attendees.
• Handle confidential correspondence.
• Participate in projects and events, researching and executing details.
• Proofread and assemble information for communications and reports.
• Compile data from multiple sources and prepare reports/documentation.
• Serve as a go-to resource delivering consistent, positive experience.
• Act as liaison between ESS, internal departments and others outside the firm.
• Provide general knowledge of firm systems and tools.

Skills

Microsoft Office

Technology tools knowledge

Communication skills

Organization & time management

People skills

Grammar & proofreading

Presentation creation

multitask management

Education

Associate degree or 2+ years experience

Job description

We are the leading provider of professional services to the middle market globally, our purpose is to instill confidence in a world of change, empowering our clients and people to realize their full potential. Our exceptional people are the key to our unrivaled, culture and talent experience and our ability to be compelling to our clients. You’ll find an environment that inspires and empowers you to thrive both personally and professionally. There’s no one like you and that’s why there’s nowhere like RSM.

The executive assistant will provide skilled and efficient support to select RSM leaders and may serve as a navigator to other RSM owners. The executive assistant, under supervision, will assist with ongoing activities, including scheduling calls and meetings and execution of travel arrangements and expense reimbursement. May be responsible for proofreading communications, compiling reports and other special projects, as needed. In addition, the executive assistant may fulfill administrative requests through the ESS request site. This position requires a high level of professionalism, confidentiality and a sense of urgency.

Essential Duties

• Maintain calendar appointments and ensure that meetings are scheduled in advance and prioritized accordingly.
• Coordinate all travel arrangements, including flights, cars, hotels and meals.
• Submit expense reports in a timely manner.
• Be responsible for meeting management administration, including handling all meeting invitations and logistics, tracking attendees and taking notes.
• Routinely handle confidential correspondence.
• Participate in projects and/or events as assigned including researching, organizing details and following through with execution.
• Proofread and assemble information, including correspondence, PowerPoint slides, handouts and spreadsheets, ensuring a professional and consistent appearance.
• With guidance, compile data from a variety of resources and prepare appropriate reports and/or documentation.
• Serve as the “go-to” resource to deliver a consistent and positive experience.
• Act as a liaison between ESS, other internal departments, and/or others outside the firm as appropriate.
• Provide general knowledge of firm systems, tools and industry knowledge when appropriate.
• Perform other duties as assigned.

Qualifications

EDUCATION

• Associate degree or 2+ years of experience in related field

TECHNICAL/SOFT SKILLS (REQUIRED)

• Intermediate Microsoft Office skills, ability to learn programs/software utilized by the firm
• Demonstrates a basic knowledge of the technology tools required within assigned responsibilities
• Ability to communicate, effectively with a diverse audience
• Effective organization, prioritization and time management skills, and strong attention to detail
• Excellent people skills
• Strong grammar and proofreading skills and experience
• Ability to prepare presentations including charts, graphics and tables, speaker notes and handouts, etc.
• Ability to balance multiple tasks and projects

SPECIAL REQUIREMENTS SPECIFC TO JOB

• Must be punctual and able to adapt to changing schedules
• Ability to convey instructions clearly and concisely and be responsive when required
• Maintains professionalism in demeanor, conversation and attire

EXPERIENCE

• 1 to 3 years of relevant experience in a related field or area

LEADERSHIP SKILLS (REQUIRED)

• Ability to facilitate discussions with leaders
• Ability to manage at a macro level and identify when a refined approach is necessary
• Has the ability to respond positively to changing circumstances, seeks and implements change to drive business improvement and serves as a model of the change
• Works collaboratively with the executive assistant supervisor/manager to provide support across the enterprise particularly during peak times

There is an expectation that your first ninety days of employment will be in-office five (5) days per week. After those 90-days, you will have the ability to work a hybrid schedule, minimally with three (3) days in-office, to be confirmed with your Performance Advisor in writing.

At RSM, we offer a competitive benefits and compensation package for all our people. We offer flexibility in your schedule, empowering you to balance life’s demands, while also maintaining your ability to serve clients. Learn more about our total rewards at https://rsmus.com/careers/working-at-rsm/benefits.

All applicants will receive consideration for employment as RSM does not tolerate discrimination and/or harassment based on race; color; creed; sincerely held religious beliefs, practices or observances; sex (including pregnancy or disabilities related to nursing); gender; sexual orientation; HIV Status; national origin; ancestry; familial or marital status; age; physical or mental disability; citizenship; political affiliation; medical condition (including family and medical leave); domestic violence victim status; past, current or prospective service in the US uniformed service; US Military/Veteran status; pre-disposing genetic characteristics or any other characteristic protected under applicable federal, state or local law.

Accommodation for applicants with disabilities is available upon request in connection with the recruitment process and/or employment/partnership.RSM is committed to providing equal opportunity and reasonable accommodation for people with disabilities. If you require a reasonable accommodation to complete an application, interview, or otherwise participate in the recruiting process, please call us at 800-274-3978 or send us an email at [e-mail].

RSM does not intend to hire entry level candidates who will require sponsorship now OR in the future (i.e. F-1 visa holders). If you are a recent U.S. college / university graduate possessing 1-2 years of progressive and relevant work experience in a same or similar role to the one for which you are applying, excluding internships, you may be eligible for hire as an experienced associate.

RSM will consider for employment qualified applicants with arrest or conviction records. For those living in California or applying to a position in California, please click here for additional information.

At RSM, an employee’s pay at any point in their career is intended to reflect their experiences, performance, and skills for their current role. The salary range (or starting rate for interns and associates) for this role represents numerous factors considered in the hiring decisions including, but not limited to, education, skills, work experience, certifications, location, etc. As such, pay for the successful candidate(s) could fall anywhere within the stated range.

Compensation Range: $57,200 - $94,600