CPA Firm Managing Partner Business Development Coordinator & Executive Assistant

About Us

Bourque & McLucas CPAs is a growing Orange County CPA firm serving closely held businesses, high-net-worth individuals, trusts, and charitable organizations. We are building a modern, technology-driven firm that leverages AI, automation, and outsourced production to deliver exceptional client service while maintaining a highly personalized approach.

We are seeking a Business Development Coordinator to help support our growth initiatives, manage business development activities, and ensure that opportunities never fall through the cracks.

Position Overview

This role works directly with the Managing Partner to coordinate referral relationships, prospect follow-up, networking activities, CRM management, and business development initiatives.

This is not a sales position requiring cold calling. Instead, the ideal candidate is highly organized, proactive, professional, and capable of ensuring that business development efforts are consistently executed and tracked.

Responsibilities

• Maintain and organize the firm’s CRM system.
• Track prospects, referral sources, and business development opportunities.
• Schedule meetings with attorneys, financial advisors, bankers, and prospective clients.
• Coordinate follow-up activities and ensure timely completion of action items.
• Prepare meeting summaries and follow-up communications.
• Assist with networking events, sponsorships, and community involvement activities.
• Manage business development calendars and reminders.
• Prepare weekly pipeline and activity reports for firm leadership.
• Utilize AI and technology tools to improve efficiency and organization.
• Conduct basic research on prospective clients, referral sources, and acquisition opportunities.
• Help coordinate marketing communications, newsletters, and professional outreach initiatives.

Qualifications

• 3+ years of experience in professional services, business development, executive support, client relations, or related fields.
• Excellent verbal and written communication skills.
• Strong organizational and project management abilities.
• Experience using CRM software and Microsoft Outlook.
• Professional demeanor when interacting with executives, attorneys, financial advisors, and business owners.
• Ability to work independently and manage multiple priorities.
• Experience within a CPA firm, law firm, financial services firm, consulting firm, or similar professional services environment is strongly preferred.

What Success Looks Like

• All prospects and referral relationships are tracked and organized.
• Follow-ups occur consistently and on time.
• Business development activities are documented and measured.
• Meetings are scheduled efficiently and prepared professionally.
• Firm leadership has clear visibility into pipeline activity and growth opportunities.
• The Managing Partner is able to spend more time on client advisory work and strategic growth initiatives.

Why Join Us?

• Flexible schedule.
• Direct access to firm leadership.
• Opportunity to help shape a growing professional services firm.
• Exposure to business development, professional networking, and firm growth strategy.
• Modern technology and AI-focused environment.
• Long-term growth opportunities as the firm expands.

Job Type: Part-time

Pay: $30.00 - $40.00 per hour

Work Location: Hybrid remote in San Clemente, CA 92673