Job Description

Our client provides a complete range of tax, assurance, and consulting services to a diverse portfolio of clients, with a focus on estate and business succession planning, income tax reduction strategies, and complex multi-entity structures for high-net-worth individuals and privately held businesses. 

They are seeking an experienced Executive Assistant to support a founding partner and serve as a trusted right hand in a fast-paced, relationship-driven professional services environment. This role will provide high-level administrative support while helping manage priorities, communications, appointments, and day-to-day responsibilities.

The ideal candidate is mature, highly organized, self-motivated, and proactive, with the ability to anticipate needs, solve problems independently, and confidently manage competing priorities. This individual should communicate clearly and professionally, build positive relationships with high-net-worth clients, and navigate a variety of personalities with discretion and diplomacy.

Key Responsibilities

• Provide direct executive and administrative support to the founding partner, with approximately 75% of the role focused on supporting him directly.
• Manage the partner’s calendar, including scheduling, confirming appointments, and coordinating logistics.
• Communicate professionally and clearly with clients and other contacts on the partner’s behalf, including phone communications.
• Gather and organize documents and information needed for meetings and appointments.
• Coordinate documents requiring signatures, track outstanding items, and follow up to ensure timely completion.
• Prepare basic spreadsheets, correspondence, and other administrative materials as needed.
• Provide general administrative and logistical support across the office.
• Anticipate needs, identify potential issues, and proactively develop solutions without waiting for direction.
• Keep priorities organized, manage multiple tasks efficiently, and ensure important deadlines and follow-ups are not overlooked.
• Navigate strong personalities and diverse client needs with professionalism, discretion, and diplomacy.
• Support the team during tax-season deadlines, including working occasional Saturdays during busy periods in March/April and September/October.

What We’re Looking For

• Seasoned Executive Assistant with extensive experience supporting senior executives, partners, or other high-level leaders; 10+ years of EA experience preferred.
• Highly self-motivated, proactive, and solutions-oriented, with the ability to think ahead and take initiative.
• Strong organizational skills, attention to detail, and the ability to manage multiple priorities efficiently.
• Excellent verbal and written communication skills, including clear, professional phone communication with high-net-worth clients.
• Professional presentation and the ability to represent the founding partner and firm appropriately.
• Strong interpersonal skills, sound judgment, and the ability to manage different personalities with tact and diplomacy.
• Confident enough to follow up, respectfully redirect conversations when appropriate, and keep tasks moving forward.
• Proficiency in Microsoft Office, including Word, Excel, and Teams.
• Willingness to work occasional Saturdays during tax-season busy periods in March/April and September/October.
• Accounting or professional services experience is a plus, but not required.