Executive & Tax Administrator
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About us
At Scriba, we're redefining the tax experience. We believe taxes are more than an annual obligation—they're a powerful toolkit that can significantly impact our client’s financial trajectory. Our mission is to empower clients to live enriching lives by catalyzing financial growth and wealth creation through innovative tax strategies.
We accomplish this by building a firm fit for the future. On day 1, you are a partner of the firm and expected to bring creative problem solving to the various needs of our clients. These clients include executives from the leading global finance, technology and real estate companies, founders of innovative high-growth technology companies, award-winning venture capital & private equity investors, and a wealth of other phenomenal families, individuals and businesses. To best serve them, and ensure our team is efficient and happy, we leverage the latest modern tooling to bring efficiency to our work and delight to our clients, and give our employees modern perks & benefits.
Our team is incredibly ambitious, innovative and experienced – we seek to build an alternative firm to what the profession commonly markets as the norm. We’re looking to hire strong team members to grow the team. Some of the traits we look for are:
- You’re an Owner - As a partner of the firm, you are expected to initiative and solve problems for our clients
- Passionate - Tax & accounting is not just a job for you, but a profession you are truly passionate about
- Client Centric - You enjoy connecting with clients, understanding them and their needs, and crafting solutions
- Selfless - We are all partners and depend on one another to be collaborative, communicative and empathetic
Qualifications
- 2+ years supporting either tax professionals, professional service workers or executives
- Ability to use software to coordinate, process and track a variety of in-coming and out-going documents including but not limited to tax returns, e-file acknowledgements, extension filings, notices, mailings, organizers, responses, payroll, engagement letters, and planning guides.
- Experience providing administrative services to team members (including drafting general correspondence, generating reports, taking notes, etc. )
- Strong typing and proofreading skills, necessary for working through engagement letters, proposals and other correspondence as needed
- Comfort arranging in-person meetings (setting up conference room arrangements and reservations, equipment needs, food and beverage service, registration; etc.)
- Comfort connecting directly with clients (over email, phone, in-person) and making a strong first impression
- Experience coordinating delivery of mail/packages in a timely manner
- Experience making travel arrangements for team members upon request
- Strong organizational skills, and ability to maintain electronic filing systems according to established policies and procedures.
- Proactivity in recommending process improvements to make the entire firm more efficient
- Willingness to learn about tax and accounting concepts
The Role
We are seeking a high-energy executive / tax administrator who works well with clients and teammates in a fast moving, high-trust environment. This role will involve supporting the tax team year round on compliance and client-related initiatives.
Elevate your financial future
Schedule a consultation with our advisors and discover how we can transform your tax strategy into a powerful wealth-building tool.