Personal Assistant to Partner

Responsibilities

• Manage complex calendar including client meetings, internal meetings, and deadlines.
• Clock in and out, coordinate recurring appointments during tax season and off-season planning.
• Schedule calls, virtual meetings, and in-person meetings with clients and staff.
• Maintain professional and timely communication standards.
• Track status of tax returns, extensions, planning projects, and deliverables in coordination with production assistant.
• Prepare client meeting packets and summaries as requested.
• Support firm initiatives, events, or special projects as assigned.

Requirements

• Prior administrative or executive assistant experience preferred.
• Experience in accounting, tax, legal, or professional services environments preferred.
• High level of organization, discretion, and professionalism.
• Strong written and verbal communication skills.
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Outlook, Excel, Word, Teams, and document management systems.
• Comfortable working with confidential financial and client information.

Qualifications

Full-time.

Skills

• Outlook
• Excel
• Word
• Teams
• Document management systems

Benefits

We offer benefits including health insurance, 401K, paid holidays and PTO!

Pay

TBD

Schedule

Full-time.