Executive Assistant to Partners | 5-Star Client Service

Wegner CPAs; Baraboo (WI); Hybrid; USD 42,000 - 65,000; Full time

Job summary

Wegner CPAs in Baraboo, WI is seeking an Executive Assistant to support Firm Partners with a range of administrative duties and to make clients feel welcomed from the moment they enter or call the firm.

The role requires strong communication, multitasking, and professional presentation, with experience supporting executives and managing complex calendars. This on-site position emphasizes outstanding client service and office operations.

Qualifications

• 4 year degree preferred and relevant experience.
• Three to five years of experience in executive support roles.
• One to three years of administrative support at the executive level.
• Strong multitasking ability and professional presentation.

Responsibilities

• Greet clients warmly and professionally to set a positive first impression.
• Handle incoming/outgoing communications on behalf of Partners.
• Prioritize and manage multiple projects with timely follow-through.
• Prepare presentation materials and summarize reports.
• Coordinate travel for the Partner and calendar management.
• Maintain reception area and assist with tax return assembly during busy periods.

Skills

Communication skills

Time management

Interpersonal skills

Multitasking

Professional image

Oral and written communication

Phone etiquette

Customer service

Education

Bachelor's degree

Tools

Microsoft Office Suite

Job description

Wegner CPAs in Baraboo, WI is seeking an Executive Assistant to support Firm Partners with a range of administrative duties and to make clients feel welcomed from the moment they enter or call the firm.

The role requires strong communication, multitasking, and professional presentation, with experience supporting executives and managing complex calendars. This on-site position emphasizes outstanding client service and office operations.