Executive Assistant

A CPA-led, values-driven tax and advisory firm is hiring a remote Executive Assistant to support its Founder and Tax Partner. You will protect the Founder’s time, keep client work moving from intake to delivery, and serve clients with warmth and polish. This role fits a proactive, experienced EA who anticipates needs, stays calm under deadline pressure, and wants to become an integral part of a growing firm.

Responsibilities:

• Manage the Founder’s calendar, inbox, and meeting prep, protecting focus time and surfacing what needs her decision.
• Book business travel, build itineraries, and handle logistics end to end.
• Send client organizers and engagement letters, follow up on missing documents, and track progress in the client portal.
• Track deadlines for returns, extensions, estimated payments, and year-end planning so work leaves on time.
• Roll forward client Excel workbooks and take over administrative tasks now handled by tax professionals.
• Serve as a warm, professional first contact for client calls, emails, and portal messages.
• Keep files and systems orderly, document repeatable processes, and handle confidential information with discretion.

Qualifications:

• 5+ years supporting an executive, founder, or partner directly.
• Based in the US and available during US business hours.
• Strong written and verbal communication with a polished client manner.
• Current skills in Microsoft 365 or Google Workspace, comfort working in Excel, and everyday use of AI tools.
• Experience in a CPA, tax, accounting, law, or wealth management firm preferred; an accounting background is not required.
• Familiarity with practice management software such as TaxDome is a plus.

Details:

• Schedule: 25 to 40 hours per week, flexible.
• Pay: $30–$50 per hour based on experience (about $55,000–$75,000 a year, depending on hours).
• Benefits: PTO included.
• Location: Fully remote within the US, with some in-person training.
• Start date: Before mid-December 2026.

Application Instructions:

Please send your resume in Word format to:

Ashleigh McDonald

Premier Financial Search

www.pfssearch.com

[email protected]

Let’s Connect & Explore Your Options

We are actively hiring for a range of positions across multiple firms. If you have a background in public accounting, but feel this specific role isn’t quite the right fit, let’s connect! Send us your resume, and we’ll work with you to explore opportunities with other top-tier CPA and Business Management firms that align with your career goals.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.