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Tax Executive Assistant

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Boyum Barenscheer

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Location:
United States , Bloomington

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Category:
Office Administration

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Contract Type:
Not provided

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Salary:

60000.00 - 70000.00 USD / Year
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Job Description:

The Executive Assistant to the Tax Department Head provides high‑level, strategic administrative and operational support that enables the Tax Department to run smoothly and effectively. This role requires a proactive professional who can manage complex responsibilities, exercise independent judgment, and serve as a trusted partner to senior leadership.

Job Responsibility:

  • Manages the Tax Department Head’s calendar, inbox, scheduling priorities, and day-to-day workflow with minimal oversight
  • Evaluates, prioritizes, and triages incoming issues, requests, and communications
  • Exercises discretion and independent judgment in coordinating sensitive matters and managing confidential information
  • Prepares the Tax Department Head for daily activities through briefings, materials, timelines, and proactive planning
  • Serves as primary liaison among the Tax Department Head, Tax partners, Firm leadership, staff, and clients
  • Coordinates department-wide communications
  • Supports departmental oversight by tracking initiatives, monitoring progress, and ensuring action items are completed
  • May provide support to additional Tax partners as needed
  • Leads preparation for internal and external meetings including agendas, materials, presentations, and briefing notes
  • Records, synthesizes, and distributes meeting minutes including key decisions, deadlines, and action items
  • Anticipates upcoming departmental cycles and ensures meetings, communications, and deliverables are aligned
  • Oversees department-level projects and initiatives as delegated by the Tax Department Head
  • Conducts research, compiles data, and drafts professional documents including reports, client communications, department updates, and operational summaries
  • Supports continuous improvement efforts by organizing processes, identifying inefficiencies, and proposing operational enhancements
  • Responds professionally and accurately to inquiries from clients, staff, and external contacts on behalf of the Tax Department Head
  • Drafts, reviews, and manages correspondence, agreements, memos, reports, and presentation materials with a high level of polish
  • Represents the Tax Department Head in communications when appropriate
  • Coordinates travel, events, and meeting logistics
  • Prepares and submits expense reports and reconciliations
  • Oversees mail, records, files, and document organization for the Tax Department
  • Ensures systems, schedules, files, and workflows remain organized and up to date

Requirements:

  • Associate’s degree (A.A.) or equivalent and a minimum of four years of related experience
  • Ability to maintain total confidentiality concerning Firm and client matters
  • Proficiency with Microsoft Office programs, especially Excel, Word and Outlook
  • A working knowledge of accounting software programs is preferred
  • Excellent written, proofreading, problem solving, and oral communication skills
  • Applicants must be currently authorized to work in the United States on a full-time basis
What we offer:
  • 20 days of PTO plus 9 paid holidays
  • Firm paid medical plans*, HSA and FSA options, Dental, Vision, and Nice Healthcare
  • 401(k) with a company safe harbor contribution, access to Boyum Barenscheer Wealth Management, Identity Protection, and more
  • CPA assistance and completion bonus, access to Becker learning platform, and tuition reimbursement

Additional Information:

Job Posted:
January 15, 2026

Employment Type:
Fulltime
Work Type:
On-site work
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