Strategic Executive Assistant to Tax Partners

Hcj Cpas & Advisors; Little Rock (AR); Sur place; USD 45 000 - 60 000; Plein temps

Résumé du poste

Hcj Cpas & Advisors in Little Rock, AR seeks an Executive Assistant to provide high‑level administrative and client‑service support to the firm’s partners, with a focus on tax and wealth management leadership support.

Responsibilities include managing complex calendars, coordinating client interactions, preparing due date reports, and maintaining confidentiality in a fast‑paced CPA environment. Strong communication and organizational skills are essential.

Qualifications

• High school diploma or GED required.
• 5 years of executive assistant experience, preferably in CPA/financial services.
• Excellent written and verbal communication skills.
• Ability to maintain confidentiality and professionalism.

Responsabilités

• Manage and screen all incoming calls for firm partners, with emphasis on tax partners.
• Coordinate and schedule client meetings, including preparation of related materials.
• Assist in gathering, organizing, and tracking client documentation and data requests.
• Enter and maintain partner CPE records, expense reports, and related compliance items.
• Arrange and manage partner travel schedules, itineraries, and logistics.
• Review status reports and provide partners with timely updates and summaries.
• Register partners for CPE courses and ensure licensing compliance.
• Provide administrative support for Wealth Management activities as needed.
• Maintain MAP, ABLE, and other internal tracking systems or dashboards.
• Support partners with scheduling requests, calendar management, and workflow coordination.
• Track marketing initiatives, deadlines, and deliverables.

Connaissances

Communication

Organization

Calendar management

Multitasking

Formation

High School Diploma

Outils

Microsoft Office Suite

CRM systems

TEAMS

Adobe Acrobat

Due date tracking

Description du poste

Hcj Cpas & Advisors in Little Rock, AR seeks an Executive Assistant to provide high‑level administrative and client‑service support to the firm’s partners, with a focus on tax and wealth management leadership support.

Responsibilities include managing complex calendars, coordinating client interactions, preparing due date reports, and maintaining confidentiality in a fast‑paced CPA environment. Strong communication and organizational skills are essential.