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Executive Assistant
AB & Associates, Inc. an Accountancy Corporation
Los Angeles, CA
Position Overview We are a growing boutique CPA and advisory firm serving high-net-worth individuals, business owners, and families. We are ...
$70k – $90k/year Apply Now
Program Assistant (FLEX) - DayBreak
Garden Spot Village
New Holland, PA
Garden Spot Communities has evolved into a community that thrives on purpose, opportunity and living life to its fullest. While others in our...
$15.00 – $15.00/hr Apply Now
Booking Assistant
Pawfect Shine
Baton Rouge, LA
About Pawfect Shine: Pawfect Shine is a professional pet grooming and wellness service dedicated to providing safe, clean, and high-quality c...
$16.00 – $24.00/hr Apply Now
Program Assistant
ECU Health
Greenville, NC
Position Summary Collaborates with Manager to achieve program objectives and overall program mission. Assists with the development and plann...
$37k – $61k/year Apply Now
Chief Financial Officer
JJA.CO
Los Angeles, CA
Seeks a mission-driven CFO with a systems mindset and startup energy, who wants to make a high-impact career move. Actively, hands-on in impl...
$250k – $325k/year Apply Now
Chief Financial Officer
DirectPath Recruiting Services
Huntsville, AL
DirectPath Recruiting Services is partnering with a rapidly growing services firm to identify a strategic and hands-on Chief Financial Office...
$225k – $250k/year Apply Now
Chief Financial Officer
Chesapeake Search Partners
Stevensville, MD
Responsibilities: Serve as a trusted strategic advisor to the CEO and leadership team, providing financial insight to support operational an...
$250k – $275k/year Apply Now
Chief Executive Officer
Stealth Startup
San Francisco, CA
Position Overview We are seeking a strategic, visionary, and execution-driven Chief Executive Officer (CEO) to lead the company's overall di...
$150k – $300k/year Apply Now
Chief Executive Officer
Bridge House
Denver, us
Position Overview Reporting to the Board of Directors and based in the Denver Metro area, Bridge House seeks a mission driven Chief Executiv...
$180k – $200k/year Apply Now
Chief of Staff to the CEO
Inkitt
San Francisco, CA
Position Overview Inkitt is a leading entertainment and technology company, utilizing AI to discover and produce bestselling ebooks through ...
$150k – $200k/year Apply Now
Executive Assistant

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 cli...

$70k – $90k/year Apply Now

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
  • Bachelor's 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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