Executive Services Assistant na Geffen Mesher & Company PC

Description

Geffen Mesher & Company proudly stands as one of Portland's foremost locally owned accounting firms, with a distinguished history of over 90 years dedicated to serving clients throughout the Northwest. We owe our enduring success to our client-centric ethos and unwavering commitment to our team members. We provide a full suite of professional services, including Accounting, Assurance, Business Consulting, Business Valuation, Data and Analytics, Litigation Support, Family Office, Transaction Services, and full-service Tax planning, spanning several industries. 

 At Geffen Mesher, we believe in fostering strong, lasting partnerships with our clients, and we do the same for our team members. We are a mid-sized firm with a small firm feel. Our shareholders are humble, down-to-earth humans who hire and support motivated and resourceful people and provide opportunities to lead successful personal and professional lives. We provide ample growth opportunities whether you are starting as an intern, or you are a seasoned manager.  

The Executive Service Assistant provides critical support to the tax department by preparing, organizing, and assembling client deliverables and related documents. This role ensures that all client documents are accurate, complete, and presented in a professional manner in compliance with firm standards. This position plays a key role in maintaining efficient workflow during busy seasons and supporting overall client service throughout the year. 

Compensation & Benefits

At Geffen Mesher, we value transparency and equity in compensation.  The compensation offered for this position will be based on a variety of factors including, but not limited to: years of relevant experience, unique or specialized skill sets, education, licensure, internal equity, and location.  The salary range for this position is $21-$33 per hour.

Additional Benefits Include

• 401k with a 3% employer contribution
• Discretionary profit sharing of up to 4.5% annually 
• Medical, dental, and vision insurance.  We cover 100% of the individual medical premium!!!
• Generous PTO,  plus 12 Paid Holidays, 8 hours of Volunteer Time and Paid Parental Leave
• Flexible workweek during the summer, Fridays are optional! 
• Incentive plan for sales leads
• Generous Employee Referral Program 

Requirements

 Key Responsibilities:

· Assemble, organize, and finalize client tax returns and related documents for electronic or hard-copy delivery.

· Review assembled documents for accuracy, completeness, and consistency with firm formatting standards.

· Work in high-volume environment with some evening/weekend overtime during peak deadlines. 

· Maintain confidentiality of all clients and firm information.

Other Responsibilities:

· Assist with electronic filing (e-filing) processes and monitor acceptance notices during peak tax deadlines.

· Provide support with uploading client electronic documents for preparation. 

· Assist with downloading annual client source documents for review.

· Support with annual client engagement letter processes for tax department. 

· Provide general administrative support to the office, including copying, binding, and routing documents.

· Assist with mailing, courier services, and answering phones as needed.

· Support special projects and other duties, particularly during non-peak filing seasons.

· Perform other duties as assigned. 

Qualifications:

· Prior administrative or office support experience preferred; experience in a professional services or accounting environment a    plus.

· Strong attention to detail, accuracy, and quality control.

· Time management skills with reliability, initiative and ability to multitask. 

· Ability to work in a deadline-driven environment with speed and efficiency.

· Professional demeanor, excellent communication and teamwork skills.

· Ability to handle sensitive and confidential information with discretion.

· Proficiency with Microsoft Office Suite (Word, Excel, Outlook) and document management systems.

Geffen Mesher is committed equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability status, protected veteran status or any other characteristic protected by law. We are committed to providing access, equal opportunity, and reasonable accommodation for persons with disabilities. 

To protect the interests of all parties, Geffen Mesher will not accept unsolicited resumes from any source other than directly from a candidate. Any unsolicited resumes sent to the Firm, including unsolicited resumes sent to the Firm mailing address, fax machine or email address, directly to the Firm’s employees, or to the Firm’s resume database will be considered property of Geffen Mesher. The Firm will not pay a fee for any placement resulting from the receipt of an unsolicited resume. The Firm will consider any candidate for whom an Agency has submitted an unsolicited resume to have been referred by the Agency free of any charges or fees. This also includes partial resumes, candidate profiles, and candidate details or information.