Executive Assistant

Role Overview

Roth&Co, a rapidly expanding mid-sized CPA firm, is looking for a meticulous and well-organized professional to assist the Head of Tax Practice. This full-time onsite position blends executive administrative duties, departmental coordination, and client finance management within a dynamic work setting.

Key Responsibilities

• Act as a trusted administrative collaborator to the Tax Department leader, anticipating needs and managing workflows efficiently.
• Organize complex schedules, including meetings, travel plans, and both professional and personal appointments.
• Handle client communications, phone calls, and virtual meetings via Zoom or Teams, including arranging and setting up these sessions.
• Monitor incoming emails to prioritize important tasks and ensure timely responses.
• Assist with the department's operations by tracking performance metrics, workloads, and critical deadlines.
• Coordinate all aspects of meetings, from logistics and agendas to materials and post-meeting follow-up.
• Oversee accounts receivable for partner clients by examining aging reports and following up on overdue invoices.
• Support the collection process and maintain precise financial records.
• Contribute to proposals, engagement letters, client onboarding, and various special projects.
• Maintain internal tracking systems and bolster ongoing departmental organization.

Candidate Requirements

• At least two years of administrative experience in a fast-paced, professional environment.
• Exceptional organizational skills with the ability to juggle multiple priorities simultaneously.
• Strong verbal and written communication capabilities.
• Proficient in Microsoft Office Suite; experience with financial software or CRM platforms is advantageous.
• High attention to detail coupled with precision in work.
• Exercising sound professional judgment, discretion, and maintaining confidentiality.
• Capability to work independently while providing support to senior leadership.
• Adaptable and comfortable managing changing priorities.
• Proactive attitude with a focus on follow-through and accountability.

What Roth&Co Offers

• The opportunity to join a growing, collaborative accounting firm with direct interaction with senior leaders.
• Competitive annual salary ranging from $65,000 to $90,000, depending on experience.
• Flexible work schedule between 36 and 40 hours per week.
• A significant role that spans executive support, tax operations, and client financial management.
• High-visibility position across the organization.