Executive Assistant and Tax Administrator

Interested candidates may send their applications to [email protected]

Candidates from Cebu City, Philippines is an advantage.

Our client is a consulting startup dedicated to empowering high-net-worth individuals, entrepreneurs, and families to achieve financial freedom and create enduring legacies. They provide holistic services that encompass strategic wealth management, personalized consulting, and family office solutions. Together, our mission is to help clients become “Rich Beyond Money” and build lives rooted in financial security, purpose, and impact.

Role Summary

We’re seeking a highly organized and detail-oriented Executive Assistant & Tax Administrator to support our Tax Strategist. This hybrid role blends data-entry, executive support, administrative support, and light project coordination to help keep client engagement and internal tax team operations running smoothly. The ideal candidate thrives in an entrepreneurial environment, can manage multiple priorities with accuracy, and has excellent communication and organizational skills.

Key Responsibilities

Executive & Administrative Support

• Provide direct administrative support to the Tax Strategist, including inbox, phone, calendar, and meeting

management.

• Coordinate travel, events, and speaking engagements.

• Set up and maintain Google Alerts to keep the Tax Strategist informed on market trends, business

developments, and emerging tax strategies. Track and summarize relevant insights, evaluate tax strategies

promoted by others, and highlight opportunities for new or co-developed tax approaches.

• Draft and edit internal and external communications, presentations, and reports.

• Track and manage action items for the Tax Strategist, ensuring timely completion

• Seek ways to make the Tax Strategist more effective and efficient.

Tax Strategy Support

• Flag, prepare, and escalate client deliverables for the Tax Strategist’s review and action.

• Support tax projection analyses by preparing financial data, performing preliminary calculations, and

assisting the Tax Strategist in developing recommendations.

• Assist with administrative aspects of tax strategy implementation, including data entry, form completion, and

document collection.

• Update and maintain client records in HubSpot (CRM) and ensure accurate progress tracking.

• Communicate with clients via email/phone/text/video conferencing to gather information or provide instructions,

escalating complex questions to senior advisors.

• Coordinate with internal teams and external providers to ensure deadlines and compliance requirements are met.

General Operations & Coordination

• Support firmwide projects, client onboarding, and culture or engagement initiatives.

• Ensure internal systems and files remain organized, current, and compliant.

Qualifications

• 1–3 years of experience in administrative, executive assistant, or coordinator roles (financial services or

professional services preferred).

• Exceptional attention to detail, accuracy, and follow-through.

• Strong written and verbal communication skills.

• Proficiency with Microsoft Office and CRM tools (HubSpot preferred).

• Ability to handle sensitive information with discretion and professionalism.

• Availability to work U.S. business hours with flexibility during busy seasons (Oct–Dec).

General Operations & Coordination

• Support firmwide projects, client onboarding, and culture or engagement initiatives.

• Ensure internal systems and files remain organized, current, and compliant.

Qualifications

• 1–3 years of experience in administrative, executive assistant, or coordinator roles (financial services or

professional services preferred).

• Exceptional attention to detail, accuracy, and follow-through.

• Strong written and verbal communication skills.

• Proficiency with Microsoft Office and CRM tools (HubSpot preferred).

• Ability to handle sensitive information with discretion and professionalism.

• Availability to work U.S. business hours with flexibility during busy seasons (Oct–Dec).

What We Offer

• Competitive compensation based on experience.

• Training in company’s proprietary tax strategies and systems.

• Growth potential into full-time operational or client-facing roles.

• A collaborative, mission-driven team helping clients achieve financial freedom.