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