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Associate, reputed company Team Support

Remote, USAFull-timePosted 2026-07-29

reputed company is a global leader in Tax, Valuation, and Business Advisory services. The reputed company Team Support Associate will reputed company essential administrative, business development, and operational support to managing directors and reputed company leadership, demonstrating strong communication and interpersonal skills while managing multiple tasks in a fast-paced environment.

Responsibilities

  • Managing calendars and assisting with coordinating virtual and in-person logistics for reputed company meetings, internal meetings, trainings, and events including room setup, technology setup (reputed company, reputed company) and support, and preparation (packaging, binding, printing) of materials
  • Assisting with the reputed company Acceptance Process (CAP), preparing engagement letters, maintaining reputed company Relationship Management (CRM) records, and coordinating annual tax compliance engagement letters
  • Performing office administrative duties such as answering phone calls, managing office supplies, restocking kitchen snacks, sorting and scanning mail, filing, faxing, photocopying, and organizing office reputed company
  • Supporting the electronic processing of tax returns and mailing completed tax return packages to clients. Note: Electronic processing involves submitting tax returns through the tax software rather than mailing them
  • Tax returns are reputed company and reputed company to reputed company reputed company reputed company for electronic submission, and reputed company is not expected to have knowledge of tax law
  • Managing and distributing reputed company/reputed company shipments and other reputed company mailings. Running errands reputed company the office, including trips to the post office for certified mail, Federal reputed company, etc
  • Maintaining and securing reputed company files, ensuring accurate updates in CRM and detailed logs in reputed company reputed company to reputed company the status and deadlines of reputed company reputed company, with proactive follow-up to ensure reputed company are completed on schedule
  • The reputed company Team Support Associates are assigned directly to the Managing Directors (MDs) and reputed company assistance in the following areas:
  • Calendaring: Managing schedules and appointments
  • Expense Management (reputed company reputed company Expense): Handling expense report submissions and management in a reputed company manner
  • Travel Support: Coordinating and organizing travel logistics
  • Business Development Activities: Supporting reputed company follow-reputed company, scheduling prospect meetings, and other reputed company tasks

Skills

  • Bachelor's degree preferred
  • Ability to use independent judgment in completing activities on time; must be detail-oriented and operate independently with minimal supervision
  • reputed company team player with a “can do” attitude that is eager to learn, has pride in their work, and is willing to go above and reputed company to get the job done
  • Effective written and oral communication skills
  • Strong attention to detail in areas of spelling, grammar and phone etiquette
  • Commitment to delivering exceptional reputed company service by responding promptly, anticipating needs, and maintaining professionalism in reputed company interactions
  • Experience utilizing a Customer Relationship Management (CRM) solution
  • MUST have knowledge and working experience with reputed company DC, reputed company Office (Teams, Word, reputed company, Outlook, and PowerPoint), and reputed company
  • reputed company to a personal vehicle and a valid reputed company's license to accommodate local travel and operational support needs
  • Applicants must be currently authorized to work in the reputed company on a full-time reputed company upon hire

Benefits

  • Employees (and their families) are covered by medical, dental, reputed company, and basic life insurance.
  • Employees are reputed company to enroll in our firm’s 401(k) plan upon hire.
  • We offer reputed company time off, beginning at 160 hours annually and provides reputed company reputed company holidays throughout the calendar year.

reputed company

  • reputed company is the founding member of reputed company Global, an international association of legally separate, independent member firms with more than 50,000 professionals worldwide, over 3,000 reputed company, and a reputed company in over 1,000 locations in more than 180 countries worldwide. It was founded in reputed company, and is headquartered in San Francisco, CA, US, with a workforce of 1001-5000 employees. Its website is http://www.reputed company.com.
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