Fully Remote Executive Assistant - Accounting & Operations

David F thomas CPA; San Mateo (CA); Remote; USD 75,000 - 85,000; Full time

Job summary

David Thomas CPA is seeking a highly organized Executive Assistant to support the firm’s leadership and accounting team. This remote, full-time role focuses on coordinating schedules, client communication, and maintaining efficient operations.

The ideal candidate will have strong communication, organizational, and multitasking skills, with experience in Microsoft Office or Google Workspace and remote collaboration tools.

Qualifications

• Strong written and verbal communication skills.
• Excellent organizational skills and attention to detail.
• Ability to manage multiple tasks, prioritize deadlines, and follow through on assignments.
• Working knowledge of Microsoft Office or Google Workspace, including email, calendars, spreadsheets, and word processing.
• Comfortable using video conferencing tools and digital collaboration platforms.
• Ability to work independently and communicate effectively in a remote environment.
• Dependable, professional, and committed to maintaining confidentiality.
• Reliable computer, internet connection, and a suitable workspace for remote work.

Responsibilities

• Manage calendars, schedule appointments, coordinate meetings, and send reminders.
• Monitor incoming emails and correspondence, prioritize requests, and assist with timely follow-ups.
• Prepare, format, proofread, and organize business documents, reports, letters, and presentations.
• Maintain electronic filing systems and ensure documents are accurately organized and accessible.
• Coordinate virtual meetings, prepare agendas, and document action items when needed.
• Assist with routine client communications, appointment confirmations, and information requests.
• Track deadlines, maintain task lists, and follow up on outstanding assignments.
• Support expense tracking, invoice organization, and basic administrative recordkeeping.
• Coordinate office administration, business correspondence, and routine operational tasks.
• Assist with data entry and maintain accurate internal records.
• Help streamline administrative workflows and identify opportunities to improve efficiency.
• Handle confidential business and client information with discretion.
• Perform other administrative and executive support duties as assigned.

Skills

Communication

Organization

Multitasking

Office Tools

Video Conferencing

Remote Work

Confidentiality

Tools

Microsoft Office

Google Workspace

Video conferencing software

Job description

David Thomas CPA is seeking a highly organized Executive Assistant to support the firm’s leadership and accounting team. This remote, full-time role focuses on coordinating schedules, client communication, and maintaining efficient operations.

The ideal candidate will have strong communication, organizational, and multitasking skills, with experience in Microsoft Office or Google Workspace and remote collaboration tools.