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Senior Administrative Assistant - Tax

Sensiba San Filippo LLP
26 To 37 (USD) Hourly
United States, California
Feb 01, 2025

Sensiba is always looking for top talent to add to our integrated team. We have an exciting opportunity for a Senior Administrative Assistant to join our Tax team. If you're looking for an organization that offers an inclusive environment, uses business as a force for good, and supports you and your family with flexible work options and attractive benefits, take the first step toward joining the Sensiba team!

Named a Top 100 Accounting Firm and Top Workplace USA, we're recognized for exceptional employee engagement and dedication in helping our clients solve problems, navigate complexity, and build a foundation for sustainable growth.

In 2018, we became a certified B Corporation (B Corp ). The B Corp certification distinguishes companies that use the power of business to solve social and environmental problems. It helps us better assess how our core values align with our daily operations and identify where we can improve.

Summary:

The Senior Administrative Assistant offers support to the Executive Administrative Assistant and management staff by assisting with daily administrative tasks. These tasks include managing schedules, interfacing with partners, managers, and clients, in order to optimize management's time. The Senior Administrative Assistant assists the Executive Administrative Assistant, ensuring engagements are managed in a timely and efficient manner. The Assistant analyzes and simplifies work processes and procedures and balances workloads leveraging industry expertise and experience.

**This position requires a candidate located in Eastern Time Zone or willing to work standard business hours in Eastern Time**

Responsibilities:

  • Schedule appointments and arranges teleconferences; attend weekly check-in meetings with management to review and prioritize calendar and tasks
  • Coordinates domestic travel arrangements and internal/external meetings; administration includes coordination of calendars, reservation of appropriate meeting location, preparation of the facility and meeting materials (as needed), confirmation of attendance, coordination of refreshments, note-taking at meetings (as needed), and post-meeting facility check/clean-up
  • Schedule meetings to coincide with client engagements, working with client personnel and scheduling regular off-cycle meetings with client personnel
  • Research, prioritize, and create materials for prospective clients
  • Act as a "barometer," having a sense for the issues taking place in the environment and keeps the executives updated
  • Enhance the success of key executives by "thinking outside the box" and proactively seeks out ways and means to support team
  • Complete projects and special assignments by establishing objectives; determining priorities, managing time, gaining cooperation of others, monitoring progress, problem-solving, making adjustments to plans
  • Prepares all documentation for new client set up and update our CRM pipeline
  • Maintain contacts, including periodic updates and ensuring the accuracy of contact information for each executive's contacts in both Outlook and CRM
  • Assemble extensions and tax returns, quarterly projections, agency response letters and misc. tax forms
  • Prepare billing information for client invoices
  • Prepare monthly expense reports
  • Track CPE and certificates for Partners
  • Screen/handle incoming calls and emails, proactively and professionally address office matters, and escalate time-sensitive issues to Partners as needed; monitor and respond to occasional weekend emails as needed

Qualifications:

  • Associates Degree required, Bachelors preferred
  • 2+ years of experience as an Administrative Assistant supporting executives in a professional services environment
  • Excellent MS Outlook, Word, Excel and PowerPoint skills
  • Experience in digital tools relevant to industry such as Tax Caddy, SafeSend, Salesforce, etc is highly preferred
  • Strong organizational skills that reflect ability to perform and prioritize multiple tasks seamlessly with an excellent attention to detail
  • Very strong interpersonal skills with the ability to build relationships with all levels of the firm
  • Expert written and verbal communication skills
  • Emotional maturity
  • Demonstrated proactive approaches to problem solving with strong decision making skills
  • Proven ability to handle confidential information and documents with discretion, be adaptable to various competing demands and demonstrate the highest level of customer services

There are many reasons to join the Sensiba team: generous benefits, competitive compensation, professional advancement opportunities, and above all - our people. If you're looking for an environment that offers you growth, success, and professionalism without compromising your family, passions, and life outside of work, apply today!

Sensiba LLP is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status, sexual orientation, gender identity, or any other characteristic protected by law.

Sensiba LLP complies with federal and state disability laws and makes reasonable accommodations for applicants and employees with disabilities. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact us at talent@sensiba.com.

Certain states require employers to disclose the pay range in job postings. This position may be eligible for an annual discretionary bonus. For more information about our benefit offerings and other total rewards, contact our human resources team.

Compensation Range: $26.00/hr to $37.00/hr

*Compensation may vary based on skills, role, and location*

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