Executive Assistant & Business Development Coordinator

Current; United States; On-site; USD 65,000 - 90,000; Full time

Benefits offered by this job

Health & dental insurance

Disability insurance

401(k) plan

Professional development

Job summary

Current is seeking an organized Executive Assistant & Business Development Coordinator to support executive leadership and drive business development initiatives across the firm’s CPA partner network. You’ll manage scheduling, communications, and cross-functional projects while coordinating referrals and relationship tracking with Partners.

Ideal candidates have 2–4 years in executive support or sales coordination, strong communication, and proficiency in Microsoft Office and CRM tools.

Qualifications

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role.
• Strong organizational, communication, and time-management skills.
• Excellent attention to detail, accuracy, and follow-through.
• Comfortable communicating and building relationships with executives, Partners, and internal stakeholders.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
• Experience with CRM systems, invoicing, or expense management platforms preferred.
• Ability to work independently, take initiative, and adapt to changing priorities.

Responsibilities

• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects.
• Coordinate outreach and maintain relationships with Partners across the firm's network, tracking opportunities and ensuring timely follow-up.
• Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities.
• Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms.
• Coordinate CPA referrals and connect employees with appropriate firm resources.
• Maintain accurate records, reports, contact information, and business development tracking systems.
• Collaborate with executive leadership and internal teams to ensure projects, requests, and deliverables are completed accurately and on time.
• Identify opportunities to streamline processes and improve administrative efficiency.
• Provide additional executive and business development support as needed.

Skills

Executive support

Sales coordination

CRM experience

Communication

MS Office

Tools

Ramp

CRM platforms

Job description

About The Company

At Current, everything starts with people. We partner with leading accounting firms across the United States, bringing them together through a shared platform that supports their growth while preserving the local identities and client relationships that make each firm unique. Our partner firms combine the close connections of a local team with the resources of a national community, giving professionals access to broader career opportunities, learning, collaboration, and innovative technology. Whether you join Current or one of our partner firms, you’ll be part of a connected team investing in your development and shaping the future of accounting.

About Think Advisors

Think Advisors has been helping businesses across the country maximize their R&D tax credits for over 20 years! With a team of former Big 4 tax partners, CPAs, attorneys, engineers, and industry experts, we work alongside CPA firms to uncover tax-saving opportunities for their clients. We're all about building strong relationships, delivering real value, and helping businesses grow.

We are seeking a highly organized and proactive Executive Assistant & Business Development Coordinator to support executive leadership and business development initiatives. This role combines administrative support, business development assistance, and project coordination to ensure daily operations run smoothly.

The ideal candidate is a detail-oriented professional with strong communication skills, excellent follow-through, and the ability to manage competing priorities in a fast-paced environment.

Key Responsibilities

• Provide executive-level administrative support, including scheduling, communications, follow-ups, and special projects.
• Coordinate outreach and maintain relationships with Partners across the firm's network, tracking opportunities and ensuring timely follow-up.
• Support business development initiatives, including referral coordination, relationship tracking, and sales-related activities.
• Assist with invoicing, expense management, and payment processing using Ramp and other financial platforms.
• Coordinate CPA referrals and connect employees with appropriate firm resources.
• Maintain accurate records, reports, contact information, and business development tracking systems.
• Collaborate with executive leadership and internal teams to ensure projects, requests, and deliverables are completed accurately and on time.
• Identify opportunities to streamline processes and improve administrative efficiency.
• Provide additional executive and business development support as needed.

Qualifications

• 2–4 years of experience in executive assistance, administrative support, sales coordination, or a related role.
• Strong organizational, communication, and time-management skills.
• Excellent attention to detail, accuracy, and follow-through.
• Comfortable communicating and building relationships with executives, Partners, and internal stakeholders.
• Proficiency in Microsoft Office, including Outlook, Excel, Word, and Teams.
• Experience with CRM systems, invoicing, or expense management platforms preferred.
• Ability to work independently, take initiative, and adapt to changing priorities.
• Professional services, accounting, or financial services experience is a plus.
• Ability to handle confidential business and financial information with discretion.

Compensation & Benefits

The total rewards package at Current includes base salary and benefits.

Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers.

We Provide a Robust Benefits Package, Including

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term & Short-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance, critical illness, and accident insurance
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

Equal Opportunity

We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.