Remote Executive Assistant to Founder & Tax Partner

Premier Financial Search; United States; Remote; USD 41,000 - 69,000; Full time

Benefits offered by this job

PTO included

Job summary

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.

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 CPA/tax/accounting or wealth management firms preferred; accounting background not required.

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.

Skills

Executive support

Calendar management

Client communications

Proactive mindset

Written communication

Tools

Microsoft 365

Google Workspace

Excel

AI tools

TaxDome

Job description

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.