Executive Assistant to President

Executive Assistant, Tax and Wealth Strategy

Palm Beach Tax Advisors, Boca Raton / Fort Lauderdale, FL

Full-time, in-person at the Fort Lauderdale office.

Starting salary $52,000-$65,000 (negotiable with experience at Tax accounting firm) +
performance incentives.

We are a young, fast-growing tax planning firm working with high-net-worth clients across South Florida, and we are looking for an Executive Assistant to be the founder's right hand. You will own client relationships, protect the founder's time, run projects to the finish line, and help build the systems that let us grow. If you like the idea of helping build a firm rather than just keeping one running, this is for you, and there is a real path into an Operations Manager or Chief of Staff role as we scale.

• Client relationships. You are the professional first point of contact, coordinating appointments, follow-ups, and document requests, and keeping every client relationship warm and moving forward.
• The founder's calendar and inbox. You guard their time and focus so leadership stays on the high-level work only they can do.
• Projects, end to end. You run client projects from start to finish in a project management system, coordinating timelines, dependencies, and stakeholders.
• Systems and SOPs. You build and maintain the intake processes, service workflows, and playbooks that keep the firm organized and let it scale.
• The tech stack. You keep the CRM, accounting software, project tools, and documentation current, accessible, and running smoothly.
• Confidentiality and compliance. You handle sensitive client information with strict discretion, including Docu Sign coordination, expense tracking, and organized, compliant filing.
• Loose ends. You track and finish the follow-throughs, deadlines, and action items leadership does not have time to hold.
• Growth support. You help coordinate social content and business development, with leadership sign-off on anything client-facing.

Organized, calm under pressure, and someone who takes initiative without being managed. You are trustworthy with confidential information, a clear communicator, and quick to learn new tools.

• Experience as an Executive Assistant or administrative professional in an accounting firm.
• At least 2 years experience at an accounting firm
• Proficiency with Microsoft Office, a CRM, and accounting software (Quick Books or similar).
• Willingness. There is no task to big or too small.
• Strong organization, excellent written and verbal communication, and discretion with sensitive information.
• Reliable and able to commute to the Fort Lauderdale office for in-person work.

Social media or marketing exposure, and comfort using AI tools like Claude or ChatGPT in your day to day.

Base starts at $52,000, negotiable with experience, plus performance incentives. The role is full-time and in-person at our Fort Lauderdale office, with room for a hybrid setup during slower seasons as trust builds. This is a full-time, year-round role. Our work follows the tax calendar, so the busy tax and year-end seasons are all hands on deck, and we ask that you schedule time off outside of them.

Most importantly, you get to help build something and grow with it.