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Executive Assistant + Light Bookkeeping — Boutique Tax Strategy Firm

We need someone who can run the operational engine of a growing tax strategy firm — and we'd rather pay well to find the right person than settle.

This is a full-time Executive Assistant role with light bookkeeping responsibilities, working alongside the husband-and-wife team who own Eunis Group. We're a boutique tax strategy firm in Fort Lauderdale serving high-income earners and business owners. Not plain-vanilla tax prep — cost segregation, real estate professional status, entity structuring, the whole strategic playbook. We're at 100 clients and scaling fast.

You won't be answering phones for a faceless firm. You'll be the person next to us who keeps everything running so we can focus on strategy and clients.

WHO YOU ARE

You've worked inside a tax, accounting, or financial services firm. You know what a 1040 looks like. You've reconciled bank feeds in QuickBooks Online and felt the satisfaction of a clean book. You've watched a partner miss a deadline and quietly fixed it before anyone noticed.

You're not looking for a job to fit around other things in your life. You're looking for THE job — the one where you build something, where the people running it know your name, and where in two years you're running operations.

WHAT YOU'LL OWN

Client-facing:

  • First voice and face for clients — phones, scheduling, follow-up
  • Manage 100 client relationships in Canopy
  • Triage client emails (answer what you can, route what you can't, never let one sit longer than a business day)
  • Onboard new clients end-to-end

Operations:

  • Own Becky and Eric's calendars and inbox
  • Run workflows and automations in GHL
  • Keep Google Drive organized
  • Prep returns in ProSeries and Drake (we'll train on the parts you don't know)
  • Handle IRS and state notice intake

Bookkeeping (QuickBooks Online):

  • Categorize transactions, reconcile accounts
  • Monthly P&L delivered to ownership on the 10th of every month
  • Partner with our outside bookkeeper on month-end close

Billing:

  • Invoicing, AR follow-up, keep aging under 30 days

WHERE THIS LEADS

Year 1: master the operational engine and own client experience

Year 2+: Director of Operations, hiring and managing the next two or three people behind you

We're building something we want to run for the next 20 years. We want a person who wants that too.

MUST-HAVES

  • 2+ years inside a tax, accounting, or financial services firm
  • Working knowledge of Canopy, GHL, Google Drive, and ProSeries or Drake (we'll train on the other)
  • QuickBooks Online fluency — comfortable categorizing, reconciling, and pulling reports
  • Strong written communication — your client emails sound like a human
  • Comfort with tax season: occasional Saturdays and evenings, Feb–April
  • Full-time availability. This is your only job. No concurrent employment.
  • Reliable in-office attendance 3 days/week in Fort Lauderdale

NICE-TO-HAVES

  • Experience with high-income or business-owner client books
  • Familiarity with tax strategy work (cost seg, REPS, entity structuring)
  • Full-charge bookkeeping or QBO ProAdvisor certification
  • You've built a system, not just used one

COMP & BENEFITS

  • $27–30/hour DOE, full-time
  • Paid time off + paid holidays
  • Flexible hours outside of tax season
  • Real growth path to Director of Operations
  • A working environment run by people who actually like each other and like what they do

HOW TO APPLY

Email Julia@eunisgroup.com with the subject line:

"EA Application — [Your First Name] — Strategy, Not Just Tasks"

In the body of your email, tell us:

1. One specific time you caught a mistake or prevented a problem your boss didn't see coming.

2. The tax and bookkeeping software you've actually used (not just heard of) — and how comfortable you are in QuickBooks Online specifically.

3. Why this role — specifically — and not the other twelve EA jobs you could apply to today.

Attach your resume as a PDF named: [LastName]_EA_Resume.pdf

Applications that don't follow these instructions will not be reviewed. Attention to detail is the entire job.

Pay: $27.00 - $30.00 per hour

Benefits:

  • Flexible schedule
  • Paid time off

Work Location: Hybrid remote in Fort Lauderdale, FL 33338

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