What are the responsibilities and job description for the Estate & Trust Tax Administrative Assistant position at Kaufman Rossin?
Why We Stand Out
Seeking a career-defining opportunity where your leadership, strategic vision, and client expertise are recognized and rewarded? Kaufman Rossin might be just the place for you.
As one of the top accounting firms in the country, our foundation is “people first.” In the words of James Kaufman, “we prioritize our people, their development, and their well-being. Our values are translated into action every day.”
Kaufman Rossin is a privately owned, independent public accounting firm, which means we are not beholden to outside investors or private equity influence. This independence allows us to prioritize long-term client relationships, maintain objectivity in our advisory approach, and make strategic decisions that benefit our people and clients, not external stakeholders. Our structure fosters agility, entrepreneurial thinking, and a collaborative culture where leadership is accessible, and innovation is encouraged.
Celebrated as the Best Place to Work in South Florida over a dozen times, Kaufman Rossin has grown to over 700 employees, with offices spanning the tri-county area, including sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services.
Think you have what it takes?
How You’ll Contribute:
Our Miami office is seeking an experienced Administrative Assistant to support the Estate & Trust team. This individual will play a key role in maintaining day-to-day administrative operations, supporting client onboarding processes, coordinating billing activities, and ensuring efficient organization across the department. The ideal candidate is detail-oriented, highly organized, and comfortable managing multiple priorities in a professional services environment.
- 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
- Assist with general office coordination and team support initiatives
- Maintain professionalism and confidentiality in handling sensitive information
- In Miami office 5 days/week. 8:30 AM – 5:30 PM
What Skills You’ll Bring
- Minimum of 2 years of administrative or clerical experience
- Strong proficiency in Microsoft Office Suite, including Outlook, Word, Excel, and PowerPoint
- Excellent organizational and multitasking abilities
- Strong written and verbal communication skills
- Ability to work independently and manage competing priorities
- High attention to detail and accuracy
- Professional demeanor and strong interpersonal skills
- Experience supporting professional services teams preferred
How You’ll Stand Out
- Prior experience supporting Estate & Trust, legal, accounting, or professional services teams
- Experience coordinating Teams and Zoom meetings
- Strong meeting organization and scheduling capabilities
- Ability to adapt quickly in a fast-paced environment
- Proactive mindset with a willingness to take initiative and support the broader team
We embrace authenticity. Kaufman Rossin is an equal opportunity employer. We are committed to creating a culture that reflects the diversity of our firm and clients. We encourage understanding, acceptance, and celebration among all people. That includes lifestyle, education, experience, race, ethnicity, age, religion, physical ability, sexual orientation, and gender identity. Differences make unique varieties.