Job Description

Position Overview

We are a growing boutique CPA and advisory firm serving high-net-worth individuals, business owners, and families. We are seeking a highly organized, accountable, and client-focused Executive Assistant to provide top-level support to firm leadership while playing a critical role in managing day-to-day client communication and experience.

This role requires exceptional attention to detail, sound judgment, and a high level of care. The ideal candidate is proactive, polished, and thrives in a fast-paced professional services environment where client service, responsiveness, and follow-through are paramount.

Responsibilities

Executive Support

• Provide high-level administrative support to firm leadership
• Manage executive calendars, scheduling meetings, deadlines, and priorities
• Prepare executives for meetings by organizing materials, agendas, and briefing notes
• Organize meeting notes, internal memos, and professional correspondence
• Respond to emails and document requests on behalf of executives with professionalism and discretion

Client Relationship

• Serve as a primary point of contact for select high-net-worth individual tax clients
• Manage day-to-day client communication, including scheduling, document requests, and follow-ups
• Deliver a high-touch, white-glove client experience with timely, thoughtful, and polished communication
• Proactively track outstanding items and ensure clients are guided through the tax process smoothly
• Coordinate client needs with internal tax, bookkeeping, and payroll teams
• Anticipate client concerns and escalate issues appropriately to leadership

Office & Workflow Coordination

• Help manage workflows, deadlines, and task tracking across the firm
• Maintain accurate records in client management and workflow systems
• Ensure follow-ups are completed and nothing falls through the cracks
• Support firm operations, internal projects, and process improvements as the firm continues to grow

Qualifications

• Bachelors degree or equivalent professional experience
• 3+ years of experience as an Executive Assistant, Client Services Coordinator, Office Manager, or similar role
• Experience in a CPA firm, law firm, financial services, or professional services environment strongly preferred
• Proficiency in Microsoft Office Suite (Outlook, Word, Excel)
• Exceptional organizational skills with the ability to manage multiple priorities and deadlines
• Strong written and verbal communication skills with a polished, professional tone
• High level of accountability, follow-through, and ownership
• Detail-oriented with a client-first mindset and high standards for service

Why Join Us

• Work closely with firm leadership in a growing boutique CPA practice
• Be a trusted, central figure in both executive support and client relationships
• Competitive compensation based on experience
• Opportunity to grow into a senior operations or client-facing leadership role

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