CPA Office Assistant / Executive Support

Position Overview

We are seeking a highly organized, proactive, and detail-oriented Office Assistant to support a fast-paced CPA firm. This role blends administrative support, executive assistance, and operational coordination. The ideal candidate is responsive, tech-savvy, and able to anticipate needs while maintaining a high level of professionalism and confidentiality.

Key Responsibilities

Administrative & Office Support

• Provide day-to-day administrative support to partners and team members
• Manage calendars, schedule meetings, and coordinate logistics
• Organize and maintain digital and physical files (client documents, tax returns, correspondence)
• Assist with onboarding of new clients and staff

Email Management & Communications

• Monitor inboxes and flag priority items
• Draft, proofread, and send professional email responses on behalf of partners
• Ensure timely follow-ups with clients, vendors, and internal team members
• Maintain a high standard of written communication consistent with firm tone

Personal & Executive Assistance

• Assist with personal errands for partners (appointments, reservations, travel coordination, etc.)
• Coordinate both business and limited personal scheduling needs
• Handle confidential matters with discretion and professionalism

Team Support & Coordination

• Support accounting and tax team members with administrative needs
• Assist with gathering documents, organizing workpapers, and tracking deliverables
• Coordinate with third-party providers (payroll, bookkeeping, legal, etc.) as needed

Operations & Process Support

• Help streamline internal processes and improve efficiency
• Maintain task trackers and ensure deadlines are met (tax filings, client deliverables, etc.)
• Assist in implementing and managing workflow systems

Qualifications

• 2+ years of administrative or executive assistant experience (CPA firm or professional services preferred)
• Strong written and verbal communication skills
• Exceptional organizational and multitasking abilities
• High attention to detail and accuracy
• Ability to handle confidential information with discretion
• Proficiency in Microsoft Office (Outlook, Excel, Word) and Google Workspace
• Experience with tools such as DocuSign, SmartVault, or Lacerte is a plus

Preferred Attributes

• Proactive and anticipates needs before they arise
• Strong problem-solving mindset
• Comfortable working in a fast-paced, deadline-driven environment
• Professional demeanor with a client-service focus

Compensation & Work Environment

• Competitive salary based on experience
• Opportunity for growth within a dynamic CPA firm
• Collaborative, team-oriented environment
• Exposure to high-level business and tax operations

Summary

This role is ideal for someone who thrives in a dynamic environment, enjoys being a critical support resource, and can seamlessly balance administrative tasks, client communication, and executive support.

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

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