Strategic Executive Assistant to Senior Partner

Tech Solutions LA Inc.; Los Angeles (CA); Vor Ort; USD 85.000 - 130.000; Vollzeit

Zusammenfassung

Tech Solutions LA Inc. is seeking an experienced Office Assistant / Executive Support professional to back the Senior Partner and a fast-paced CPA team.

The role combines executive assistance, client communications, and operational coordination in a demanding environment. The ideal candidate has 15+ years of direct experience supporting senior leaders, a polished professional presence, and the judgment to represent the Partner with clients and professionals.

Qualifikationen

• 15+ years of substantial, direct experience supporting senior executives, partners, founders, or similarly demanding leaders
• Proven ability to operate as a trusted executive support professional with significant responsibility and independence
• Exceptional written and verbal communication skills with a clear, confident, and professional communication style
• Strong organizational, prioritization, and multitasking abilities
• Excellent attention to detail and accuracy
• Demonstrated initiative, resourcefulness, problem-solving ability, and follow-through
• Sound professional judgment and ability to determine when to act independently and when to elevate
• Ability to remain composed and effective in a fast-paced, deadline-driven environment
• High level of discretion and experience handling confidential information
• Proficiency in Microsoft Office, including Outlook, Excel, and Word, and Google Workspace
• Experience with DocuSign, SmartVault, Lacerte, or similar professional services tools
• Previous experience supporting executives in a CPA firm, accounting firm, law firm, or other professional services environment

Aufgaben

• Provide high-level day-to-day support to the Senior Partner and team
• Manage complex calendars, meetings, appointments, travel, reservations, and business logistics
• Anticipate scheduling conflicts, priorities, and upcoming needs before they become issues
• Coordinate business and limited personal scheduling and errands as needed
• Organize and maintain confidential digital and physical files, including client documents, tax returns, and correspondence
• Assist with onboarding new clients and staff
• Handle both high-level and routine responsibilities with professionalism and a service-oriented mindset
• Monitor inboxes, identify priorities, and determine which matters require immediate Partner attention
• Draft, proofread, and send polished professional correspondence on behalf of the Partner
• Communicate confidently and professionally with clients, executives, vendors, employees, and outside professionals
• Track follow-ups through completion and ensure communication loops are closed
• Maintain the Partner’s communication style and the firm’s professional standards
• Anticipate the Partner’s needs and proactively move work forward without waiting for step-by-step instructions
• Research issues, identify solutions, and develop options before escalating routine matters
• Exercise sound judgment regarding what can be handled independently and what requires the Partner’s involvement
• Protect the Partner’s time by appropriately prioritizing requests, interruptions, and competing demands
• Remain composed and productive when schedules change, priorities shift, or unexpected issues arise
• Handle confidential, sensitive, and business-critical matters with exceptional discretion
• Support accounting and tax professionals with administrative and coordination needs
• Assist with gathering documents, organizing workpapers, and tracking client and tax deliverables
• Coordinate with third-party providers, including payroll, bookkeeping, legal, and other professional service providers
• Build positive relationships with clients and colleagues while maintaining appropriate professional boundaries
• Work collaboratively with people at all levels and approach responsibilities with a low-ego, team-oriented mindset
• Maintain task trackers and proactively monitor deadlines, client deliverables, and outstanding items
• Identify workflow gaps or inefficiencies and recommend practical improvements
• Assist with implementing and maintaining workflow and organizational systems
• Use technology and AI appropriately to improve drafting, research, meeting preparation, scheduling, organization, and workflow efficiency while protecting confidential information
• Take ownership of assigned responsibilities from initial request through final completion

Jobbeschreibung

Tech Solutions LA Inc. is seeking an experienced Office Assistant / Executive Support professional to back the Senior Partner and a fast-paced CPA team.

The role combines executive assistance, client communications, and operational coordination in a demanding environment. The ideal candidate has 15+ years of direct experience supporting senior leaders, a polished professional presence, and the judgment to represent the Partner with clients and professionals.