Executive Assistant

Position Summary: The Executive Assistant provides high‑level administrative, client‑service, and operational support to the firm’s partners, with a primary focus on tax as well as support to the wealth management and marketing leader at the firm. This role is responsible for managing complex calendars, coordinating client interactions & data, generating due date reports, and ensuring partners are fully supported in their daily activities. The Executive Assistant serves as a key liaison between partners, clients, internal teams, and external contacts, maintaining a high level of professionalism, confidentiality, and responsiveness. This position requires exceptional communication skills, strong organizational abilities, and the capacity to manage multiple priorities in a fast‑paced CPA firm environment.

Essential Job Functions

• Manage and screen all incoming calls for firm partners, with emphasis on tax partners.
• Coordinate and schedule client meetings, including preparation of related materials.
• Assist in gathering, organizing, and tracking client documentation and data requests.
• Enter and maintain partner CPE records, expense reports, and related compliance items.
• Arrange and manage partner travel schedules, itineraries, and logistics.
• Review XCM status reports and provide partners with timely updates and summaries.
• Register partners for CPE courses and ensure compliance with licensing requirements.
• Provide administrative support for Wealth Management activities as needed.
• Maintain and update MAP, ABLE, and other internal tracking systems or dashboards.
• Support partners with scheduling requests, calendar management, and workflow coordination.
• Track marketing initiatives, deadlines, and deliverables to ensure timely completion.
• Coordinate marketing event planning efforts such as seminars, webinars, and client appreciation events
• Coordinate partner meetings and strategic retreat

• Additional duties:

Other duties as assigned