Job Description
We’re seeking a proactive, detail-oriented **Executive Assistant** to support an accounting firm owner and team with high-level administrative, client coordination, and operational tasks. This role is essential to ensuring the firm runs smoothly and efficiently, managing schedules, workflows, communications, and internal systems.
**Key Responsibilities**:
- Client onboarding, CRM updates, meeting coordination, document handling
- Workflow and project tracking via task boards (Asana, ClickUp, Trello)
- Document filing and process support (Google Drive, ShareFile)
- Billing support, invoice tracking, and expense reporting
- Light support in marketing, event logistics, and client engagement
- Administrative support for tax and financial planning processes
- Highly organized, detail-oriented, and proactive
- Excellent written and verbal communication skills
- Tech-savvy and comfortable with cloud-based tools (Google Workspace, Zoom, CRM, etc.)
- Experience ...
**Key Responsibilities**:
- Client onboarding, CRM updates, meeting coordination, document handling
- Workflow and project tracking via task boards (Asana, ClickUp, Trello)
- Document filing and process support (Google Drive, ShareFile)
- Billing support, invoice tracking, and expense reporting
- Light support in marketing, event logistics, and client engagement
- Administrative support for tax and financial planning processes
- Highly organized, detail-oriented, and proactive
- Excellent written and verbal communication skills
- Tech-savvy and comfortable with cloud-based tools (Google Workspace, Zoom, CRM, etc.)
- Experience ...