Right-Hand EA to CPA Firm Owner - On-Site (Omaha)

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

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.