Executive Assistant Job at AB & Associates, Inc. an Accountancy Corporation, Reseda, CA

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  • AB & Associates, Inc. an Accountancy Corporation
  • Reseda, CA

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

Job Tags

Work at office

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