Executive Support/CPA Office Assistant

Position Overview

We are seeking an experienced and highly organized Executive Assistant / CPA Office Support Professional to provide direct support to the Senior Partner and team of a fast-paced CPA firm.

The ideal candidate has 10+ years of direct experience supporting senior executives, partners, founders, or business owners and is comfortable managing high-level responsibilities with professionalism, discretion, and independence.

This role is best suited for someone who does more than complete assigned tasks. We need a proactive professional who anticipates needs, protects the Partner’s time, solves problems, communicates confidently, and follows responsibilities through to completion.

Key Responsibilities

• Manage the Senior Partner’s calendar, meetings, appointments, travel, and business logistics.
• Monitor emails, prioritize important matters, and prepare professional correspondence.
• Communicate with clients, employees, vendors, and outside professionals on behalf of the Partner.
• Track deadlines, follow-ups, client requests, and outstanding responsibilities.
• Anticipate scheduling conflicts and changing priorities before they become problems.
• Maintain confidential client, tax, business, and employee records.
• Assist with client and staff onboarding.
• Support accounting and tax professionals with documents, workpapers, and administrative coordination.
• Coordinate with payroll, bookkeeping, legal, and other third-party providers.
• Research routine issues and develop solutions before escalating them.
• Maintain organized workflows and recommend practical process improvements.
• Use technology and AI tools responsibly to improve efficiency while protecting confidential information.

Qualifications

• 10+ years of substantial, direct executive support experience with senior executives, partners, founders, owners, or similar leaders.
• Strong written and verbal communication skills.
• Professional presence and confidence representing senior leadership.
• Excellent organization, prioritization, and attention to detail.
• Proven initiative, resourcefulness, and follow-through.
• Strong judgment and ability to work independently.
• Ability to manage confidential and sensitive information with discretion.
• Comfortable working in a fast-paced environment with changing priorities.
• Proficiency in Microsoft Outlook, Excel, Word, and Google Workspace.
• Comfortable learning new technology, workflow systems, and AI tools.
• Experience with DocuSign, SmartVault, Lacerte, or similar platforms is a plus.
• Experience supporting executives in a CPA, accounting, legal, financial, or professional services firm is preferred.

What We Value

We’re looking for someone who is proactive, polished, dependable, resourceful, adaptable, and low-ego. The right person takes ownership, communicates proactively, handles both high-level and routine responsibilities professionally, and knows when to act independently versus involve the Partner.

Compensation & Opportunity

• Competitive compensation based on experience.
• Long-term opportunity within a professional CPA firm.
• Collaborative and team-oriented work environment.
• Direct exposure to senior leadership, clients, tax operations, and overall firm operations.

This is an excellent opportunity for an experienced executive support professional who wants to become a trusted right hand to a Senior Partner and build a long-term career with the firm.

Pay: $65,000.00 - $80,000.00 per year

Application Question(s):

• How many years of administrative or executive assistant experience (CPA firm or professional services) do you have?
• Do you have any experience with tools such as DocuSign, SmartVault, or Lacerte?

Work Location: In person