Executive Assistant - Top Growing CPA Firm

As an Executive Assistant at our Top Growing CPA Firm, your primary responsibilities include scheduling appointments, coordinating travel arrangements, managing execs' calendars, and preparing materials for meetings. You'll also assist in the setup of new clients, maintain our CRM pipeline, and ensure timely updates to executive contacts. These tasks are essential to enhance the productivity of our executives and contribute to the overall success of our tax team.

To excel as an Executive Assistant at our Top Growing CPA Firm, you'll need an Associate's Degree at a minimum, with a Bachelor's Degree preferred. A solid background with at least 2+ years of experience in a similar role is crucial. Familiarity with CCH Access is a significant plus, in addition to strong skills in MS Outlook, Word, Excel, and PowerPoint. Experience with industry-specific digital tools like Tax Caddy or Salesforce is also highly preferred.

The work environment at our Top Growing CPA Firm is vibrant, inclusive, and dynamic. As an Executive Assistant, you will be part of an integrated team where employee engagement is celebrated, and every contribution is valued. We promote a culture that supports work-life balance with flexible working options and full benefits, all while striving to make business a force for good.

As an Executive Assistant at our Top Growing CPA Firm, you can expect a competitive salary ranging from $65,000 to $80,000 annually. Along with this, we offer a comprehensive benefits package designed to support you and your family, ensuring you can maintain both a fruitful career and a fulfilling personal life.

While prior experience specifically in a CPA firm is not strictly required, having a background as an Administrative Assistant within a professional services environment is essential. We value experience that demonstrates strong organizational skills, attention to detail, and the ability to manage multiple tasks efficiently, all of which are crucial for success as an Executive Assistant at our Top Growing CPA Firm.

When prioritizing tasks for multiple executives, it's critical to first understand their individual priorities and deadlines. I use tools like task management software to keep track of responsibilities and critical meetings. Communication is vital; I regularly check in with each executive to ensure that their most urgent needs are met effectively without compromising the quality of work.

Handling confidential information requires a high degree of professionalism and discretion. In my previous role, I made it a priority to use secure methods for document sharing and ensured that physical files were locked away. I also communicated the importance of confidentiality to all team members and routinely conducted audits on sensitive information to ensure compliance with company policies.

I find that MS Outlook is an excellent tool for scheduling and managing meetings, as it integrates well with other software. However, I also enjoy using digital tools like Calendly for easy booking and Zoom for virtual meetings. Both help in organizing schedules efficiently while providing reminders to ensure that no meetings are missed.

To stay organized in a fast-paced environment, I utilize a combination of digital and manual tools. I prefer creating detailed to-do lists and using calendar alerts for reminders. This structured approach allows me to quickly adapt to changing situations while ensuring that I meet deadlines and follow through on each task.

I enhance the success of the executives I support by anticipating their needs and proactively addressing them. This includes preparing thoroughly for meetings, understanding their priorities, and providing thorough research beforehand. By acting as a reliable point of contact, I enable them to focus on their core responsibilities without distractions.

When faced with last-minute changes, I rely on clear communication and flexibility. I quickly assess the impact of the change and prioritize alternative arrangements. I always have contingency plans, ensuring that rescheduling is done smoothly with minimal disruption to the executives' plans.

I have extensive experience using CRM systems, including Salesforce, to manage contacts and track interactions. I ensure data accuracy through regular updates and audits, and by setting reminders to periodically review and clean up the contact list to keep it current, which ultimately supports the executives in their engagements.

My approach to problem-solving is systematic. I first gather all relevant information and identify the core issue, then brainstorm potential solutions. I rely on collaborative discussions for feedback and often seek input from the executives to ensure that the solutions align with expectations and goals.

Attention to detail is crucial for an Executive Assistant because mistakes, even small ones, can lead to significant complications. Whether it’s in scheduling, documentation, or communication, ensuring accuracy builds trust with executives and clients alike, ultimately contributing to the firm's reputation for professionalism and dependability.

If assigned a project with tight deadlines, I would first break the project into smaller, manageable tasks and outline a timeline for their completion. Setting daily priorities and allocating time blocks to focus on specific elements of the project helps ensure that I can deliver quality work without compromising on deadlines.