Experienced Executive Assistant

Job Description

Job Description

Position Overview :

We are seeking a dynamic and highly organized Executive Assistant to support our busy accounting and tax firm. This is not your average admin role — we’re looking for someone who is tech-savvy , thrives in a fast-paced environment , and can think three steps ahead. If you're a proactive problem solver who can juggle multiple tasks while keeping client satisfaction a top priority, we’d love to meet you.

Key Responsibilities :

Manage incoming phone calls and emails with professionalism and efficiency

Greet and assist clients who visit the office, ensuring a welcoming experience

Keep our CRM and client management systems consistently updated

Track client communications and follow-ups to support timely service

Prepare and send out birthday cards and thank-you notes to clients

Handle scheduling and calendar coordination for the leadership team

Assist in maintaining organized digital and physical filing systems

Prepare and mail tax documents, engagement letters, and client packets

Support basic reporting and data entry for bookkeeping or tax-related tasks

Monitor office supplies and ensure the workspace is clean, efficient, and organized

Anticipate administrative needs of the CPA and team, ensuring seamless daily operations

Preferred Skills & Qualifications :

Experience in a professional office setting, ideally in financial services or a client-based business

Quick learner with strong proficiency in Microsoft Office, Google Workspace, and CRM systems

Excellent communication and interpersonal skills — client experience is everything here

Ability to self-manage and prioritize multiple tasks independently

Comfort with new technology and willingness to learn industry tools quickly

General knowledge of bookkeeping, accounting, or tax prep is a plus , but not required

High level of integrity, discretion, and attention to detail

Why Join Us :

Be part of a purpose-driven firm that helps individuals and businesses succeed

Work in a collaborative environment that values growth, innovation, and initiative

Opportunity to gain hands-on exposure to the world of accounting and financial consulting

Competitive pay and professional development opportunities

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