Senior Executive Assistant

Role Overview

We're seeking a highly organized, proactive, and adaptable Senior Executive Assistant to serve as the right hand to a Tax Attorney & CPA at our growing firm. This is not a standard administrative role — we are specifically looking for someone who can combine strong executive support skills with familiarity and exposure to tax and accounting environments.

This position is ideal for someone who understands the accounting or tax world, but wants to apply that experience in a broader, higher-level operational and executive support capacity rather than remaining in traditional bookkeeping or accounting work full-time.

You will play a critical role in helping manage communications, operations, client coordination, scheduling, and executive priorities while occasionally assisting with lower-level accounting, administrative tax support, and internal firm operations.

We are looking for someone who is highly responsive, resourceful, quick-thinking, and capable of operating independently from day one in a fast-paced environment.

Key Responsibilities

- Manage and maintain calendars, appointments, and scheduling for firm leadership

- Attend meetings on behalf of the executive when needed and provide organized summaries/action items

- Manage, prioritize, and filter emails and communications

- Draft responses and communicate professionally with clients and internal team members

- Coordinate internal and external communications on behalf of the executive

- Conduct research and assist with projects, operations, and workflow management

- Organize meetings, prepare agendas, and track follow-ups

- Support travel planning (flights, accommodations, transportation, itineraries)

- Maintain and organize digital files, records, and operational systems

- Coordinate with vendors, service providers, and internal staff

- Assist with light internal bookkeeping, administrative accounting tasks, and firm operational support

- Help respond to client questions using internal tax research tools and prepared guidance

- Handle ad hoc requests and provide high-level executive support across multiple areas of the business

Role Expectations

- Excellent written and spoken English communication skills

- Strong organizational and time management abilities

- High level of professionalism, discretion, and confidentiality

- Ability to prioritize tasks and manage multiple responsibilities simultaneously

- Extremely proactive, resourceful, detail-oriented, and dependable

- Comfortable working independently and remotely with minimal supervision

- Ability to adapt quickly in a fast-paced and evolving environment

- Must be highly available and flexible, including willingness to work overtime to support a busy CPA Firm.

- We expect strong performance, initiative, and accountability from the very beginning — this role is not designed for heavy hand-holding or long ramp-up periods

Requirements

- Proven experience as an Executive Assistant or in a similar high-level administrative role (3+ years preferred) for fast-paced industries.

- Exposure to tax, accounting, bookkeeping, or financial administrative work

- Familiarity with professional communication in accounting, tax, or legal environments

- Strong problem-solving ability and professional judgment

- Reliable internet connection and professional remote work setup

- Experience with project management tools (Trello, Notion, etc.)

- Familiarity with Google Workspace, calendar systems, Zoom, Slack, and related platforms

- Ability to work full-time with overlap during U.S. business hours (Central Time)

Nice to Have

- Experience working in a CPA firm, tax office, bookkeeping firm, or legal office

- Experience handling client communications in accounting or tax-related settings

- Basic understanding of US bookkeeping, tax preparation workflows, or accounting operations