Executive Assistant

Hcj Cpas & Advisors

Little Rock (AR)

On-site

USD 45,000 - 60,000

Full time

10 days ago

Get more replies from employers

Send a job-specific resume in minutes.

Job summary

Hcj Cpas & Advisors in Little Rock, AR seeks an Executive Assistant to provide high‑level administrative and client‑service support to the firm’s partners, with a focus on tax and wealth management leadership support.

Responsibilities include managing complex calendars, coordinating client interactions, preparing due date reports, and maintaining confidentiality in a fast‑paced CPA environment. Strong communication and organizational skills are essential.

Qualifications

  • High school diploma or GED required.
  • 5 years of executive assistant experience, preferably in CPA/financial services.
  • Excellent written and verbal communication skills.
  • Ability to maintain confidentiality and professionalism.

Responsibilities

  • 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 status reports and provide partners with timely updates and summaries.
  • Register partners for CPE courses and ensure licensing compliance.
  • Provide administrative support for Wealth Management activities as needed.
  • Maintain 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.

Skills

Communication
Organization
Calendar management
Multitasking

Education

High School Diploma

Tools

Microsoft Office Suite
CRM systems
TEAMS
Adobe Acrobat
Due date tracking

Job description

Job Location: Little Rock - Little Rock, AR 72212

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.

Qualifications
  • Anticipate and solve problems with original and tailored solutions.
  • Forward thinking and big picture focused
Teamwork
  • Think of others, humble, loyal and puts the firm first.
  • Collaborate within teams.
  • Develop relationships with peers and attend firm events.
Ownership
  • Self-driven and strives to get the job done in a timely manner without passing the buck.
  • Total responsibility of knowledge on assigned tasks and technical matters
  • Provide quality work.
Communication
  • Effectively exchange meaningful information and ideas on a timely basis with tact and open minds by listening first and asking questions second
  • Communicate effectively and professionally.
  • Keep immediate supervisor informed
Education
  • High School Diploma, GED or equivalent required
Experience
  • 5years of executive assistant experience, preferably with a CPA firm, financial services, or other professional services environment
Software
  • Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
  • Familiarity with CRM and Due date tracking systems
  • TEAMS
  • Adobe Acrobat
Other knowledge, skills, and abilities
  • Demonstrates exceptional verbal and written communication skills when interacting with clients, partners, and internal teams.
  • Serves as a professional, polished point of contact for clients, ensuring timely and accurate responses to inquiries.
  • Builds strong client relationships through proactive communication, follow‑up, and attention to detail.
  • Maintains a high level of confidentiality and professionalism in all client and partner interactions
Get your free, confidential resume review.
or drag and drop your file here.
Similar jobs

Similar jobs worth comparing

Executive Assistant / Senior Tax Services Specialist
Executive Assistant / Senior Tax Services Specialist

Arkansas Talent Group • Little Rock (AR)

On-site
USD 35,000 - 50,000
Executive Assistant / Senior Tax Services Specialist
Executive Assistant / Senior Tax Services Specialist

Arkansas Talent Group • Little Rock (AR)

On-site
USD 39,000 - 58,000
Personal Assistant to Partner
Personal Assistant to Partner

Smoker & Company LLC • Leola (SD)

On-site
USD 40,000 - 60,000
Health insurance
401K
Paid holidays
+1
Personal Assistant to Partner
Personal Assistant to Partner

Smoker & Company • Leola (PA)

On-site
USD 40,000 - 60,000
Health insurance
401K
Paid holidays
+1
Administrative Assistant
Administrative Assistant

Porte Brown LLC • Woodridge (IL)

On-site
Strategic Executive Assistant to Tax Partners
Strategic Executive Assistant to Tax Partners

Hcj Cpas & Advisors • Little Rock (AR)

On-site
USD 45,000 - 60,000
Administrative & Project Coordination Associate
Administrative & Project Coordination Associate

Destination Wealth Management • Walnut Creek (CA)

On-site
USD 52,000 - 72,000
Health benefits
401(k) match
Paid time off
+2
CPA Office Assistant / Executive Support
CPA Office Assistant / Executive Support

Tech Solutions LA Inc. • Los Angeles (CA)

On-site
USD 65,000 - 95,000
Executive Assistant
Executive Assistant

The Cleveland Group, Certified Public Accountants & Business Advisors, LLC • Augusta (GA)

On-site
USD 55,000 - 75,000
Health insurance
Disability insurance
Life insurance
+5
Executive Assistant
Executive Assistant

Wegner CPAs • Baraboo (WI)

On-site
USD 52,000 - 72,000