Estate & Trust Tax Administrative Assistant

Responsibilities

• Assist with new client setup and onboarding processes
• Support billing functions, including invoice preparation and administrative tracking
• Provide day-to-day administrative support to the Estate & Trust team
• Coordinate meetings, calendars, and internal scheduling needs
• Prepare, organize, and maintain client files and documentation
• Manage correspondence, document formatting, and data entry tasks
• Maintain professionalism and confidentiality in handling sensitive information
• Work onsite in the Miami office 5 days a week (8:30 AM – 5:30 PM)

Requirements

• Minimum of 2 years of administrative or clerical experience
• Strong proficiency in Microsoft Office Suite (Outlook, Word, Excel, and PowerPoint)
• Excellent organizational and multitasking abilities
• Strong written and verbal communication skills
• High attention to detail and accuracy
• Ability to work independently and manage competing priorities

Preferred Qualifications

• Prior experience supporting Estate & Trust, legal, accounting, or professional services teams
• Experience coordinating Microsoft Teams and Zoom meetings
• Strong meeting organization and scheduling capabilities
• Proactive mindset with a willingness to take initiative

About the Company

Kaufman Rossin is a privately owned, independent public accounting firm. Celebrated as the Best Place to Work in South Florida over a dozen times, we prioritize our people, their development, and their well-being. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible and innovation is encouraged.