Executive Assistant to the Owner – CPA Firm

W E Stevens PC; Omaha (NE); On-site; USD 34,000 - 41,000; Full time

Benefits offered by this job

Health insurance

401(k) retirement plan

PTO

Paid holidays

Section 125 cafeteria plan

Job summary

W E Stevens PC in Omaha, NE seeks an Executive Assistant to support the firm’s owner. This full-time, on-site role involves calendar management, client liaison, and project coordination to ensure smooth operations in a CPA office.

You'll be the owner’s right hand, keeping deadlines, coordinating communications, and handling confidential information with discretion while collaborating with staff across the firm.

Qualifications

• It requires 2+ years in administrative or executive assistant roles.
• Experience in a CPA, accounting, or professional services office is a plus.
• Excellent written and verbal communication; highly organized and discreet.

Responsibilities

• Manage the owner's calendar, appointments and meetings and keep priorities on track.
• Serve as a warm, professional point of contact for clients by phone, email and in person.
• Coordinate client meetings, follow-ups and document requests.
• Draft, proofread and organize correspondence, engagement letters and other documents.
• Track deadlines, action items and to-dos, and follow up so nothing slips.
• Work with team members across the firm to keep projects and communication moving.
• Help prepare for weekly team meetings and track action items.
• Handle confidential client and firm information with discretion.
• Take on special projects, light research and administrative tasks as needed.

Skills

People skills

Communication

Organization

Discretion

Independent work

Office software

Tools

Microsoft 365

Google Workspace

Email & calendar management

Job description

Executive Assistant to the Owner – CPA Firm

W E Stevens PC · Omaha, NE · Full-time · On-site

Pay

$25–$30 per hour, depending on experience

About us

W E Stevens PC is an established CPA firm that has served individuals and businesses for more than 30 years. We're a close-knit team of 13 handling tax, bookkeeping, advisory and IRS representation work. We run the firm on the Entrepreneurial Operating System (EOS), so expectations are clear, meetings have a purpose and everyone knows how their work fits in.

The role

We're looking for a friendly, organized and dependable Executive Assistant to support the firm's owner. You'll be his right hand: managing his time, keeping things moving and often being the first person clients and staff talk to. If you enjoy people, like staying a step ahead and take pride in getting details right, you'll fit in well here.

What you'll do

• Manage the owner's calendar, appointments and meetings, and keep his priorities on track
• Serve as a warm, professional point of contact for clients by phone, email and in person
• Coordinate client meetings, follow-ups and document requests
• Draft, proofread and organize correspondence, engagement letters and other documents
• Track deadlines, action items and to-dos, and follow up so nothing slips
• Work with team members across the firm to keep projects and communication moving
• Help prepare for weekly team meetings and keep track of action items
• Handle confidential client and firm information with discretion
• Take on special projects, light research and administrative tasks as needed

What we're looking for

Required

• Strong people skills: warm, patient and professional with clients and coworkers
• Excellent communication, both written and spoken
• Highly organized and able to juggle several priorities
• Sound judgment and the ability to keep sensitive information confidential
• Reliable, proactive and comfortable working independently
• Comfortable with email, calendars and basic office software (Microsoft 365 or Google Workspace)

A plus

• 2+ years in an administrative, executive assistant or client-facing role
• Experience in a CPA, accounting, legal or other professional services office
• Comfort learning new software; familiarity with TaxDome, practice management or CRM tools, or AI productivity tools
• Some knowledge of EOS or a similar business framework
• Interest in technology and helping a team work more efficiently

What we offer

• $25–$30 per hour, depending on experience
• Health insurance
• 401(k) retirement plan
• Paid time off (PTO)
• Paid holidays
• Section 125 cafeteria plan (pre-tax benefits)
• A stable, long-established firm with a supportive small-team culture
• Direct work with the owner and real exposure to how a professional firm runs
• Full-time, Monday–Friday, on-site at our Omaha office

W E Stevens PC is an equal opportunity employer.