Executive Assistant

Premier Financial Search; Stati Uniti; Remoto; USD 41.000 - 69.000; Tempo pieno

Vantaggi offerti da questo lavoro

PTO included

Descrizione del lavoro

Premier Financial Search seeks an experienced Executive Assistant to support its Founder and Tax Partner. This remote role protects the Founder's time, keeps client work moving from intake to delivery, and serves clients with warmth and polish.

Responsibilities include managing calendars, travel, client communications, tracking deadlines, and maintaining orderly files. 25–40 hours per week; pay $30–50/hour; fully remote within the US with some in-person training; start before mid-December 2026.

Competenze

• 5+ years supporting an executive, founder, or partner directly.
• Based in the US and available during US business hours.
• Strong written and verbal communication with a polished client manner.
• Current skills in Microsoft 365 or Google Workspace, comfort working in Excel, and everyday use of AI tools.
• Experience in CPA/tax/accounting or wealth management firms preferred; accounting background not required.

Mansioni

• Manage the Founder's calendar, inbox, and meeting prep, protecting focus time and surfacing what needs her decision.
• Book business travel, build itineraries, and handle logistics end to end.
• Send client organizers and engagement letters, follow up on missing documents, and track progress in the client portal.
• Track deadlines for returns, extensions, estimated payments, and year-end planning so work leaves on time.
• Roll forward client Excel workbooks and take over administrative tasks now handled by tax professionals.
• Serve as a warm, professional first contact for client calls, emails, and portal messages.
• Keep files and systems orderly, document repeatable processes, and handle confidential information with discretion.

Conoscenze

Executive support

Calendar management

Client communications

Proactive mindset

Written communication

Strumenti

Microsoft 365

Google Workspace

Excel

AI tools

TaxDome

Descrizione del lavoro

A CPA-led, values-driven tax and advisory firm is hiring a remote Executive Assistant to support its Founder and Tax Partner. You will protect the Founder's time, keep client work moving from intake to delivery, and serve clients with warmth and polish. This role fits a proactive, experienced EA who anticipates needs, stays calm under deadline pressure, and wants to become an integral part of a growing firm.

Responsibilities

• Manage the Founder's calendar, inbox, and meeting prep, protecting focus time and surfacing what needs her decision.
• Book business travel, build itineraries, and handle logistics end to end.
• Send client organizers and engagement letters, follow up on missing documents, and track progress in the client portal.
• Track deadlines for returns, extensions, estimated payments, and year-end planning so work leaves on time.
• Roll forward client Excel workbooks and take over administrative tasks now handled by tax professionals.
• Serve as a warm, professional first contact for client calls, emails, and portal messages.
• Keep files and systems orderly, document repeatable processes, and handle confidential information with discretion.

Qualifications

• 5+ years supporting an executive, founder, or partner directly.
• Based in the US and available during US business hours.
• Strong written and verbal communication with a polished client manner.
• Current skills in Microsoft 365 or Google Workspace, comfort working in Excel, and everyday use of AI tools.
• Experience in a CPA, tax, accounting, law, or wealth management firm preferred; an accounting background is not required.
• Familiarity with practice management software such as TaxDome is a plus.

Details

• Schedule: 25 to 40 hours per week, flexible.
• Pay: $30-50 per hour based on experience (about $55,000-75,000 a year, depending on hours).
• Benefits: PTO included.
• Location: Fully remote within the US, with some in-person training.
• Start date: Before mid-December 2026.

About Us

Premier Financial Search is recognized for consistently connecting highly qualified candidates with leading firms. We specialize in placing Accounting and Financial professionals within CPA and Business Management firms. We work with national, regional, and local firms, as well as innovative entrepreneurial companies, across California, Illinois, Texas, Georgia, Washington, and beyond. This includes major markets like Los Angeles, Chicago, Seattle, Atlanta, Austin, and Dallas.