Bookkeeper

Executive Assistant to Managing Fiduciary of Trust Division

We are a highly respected and growing CPA firm seeking an exceptional Executive Assistant to support the Managing Fiduciary of our Trust Division. This is not a traditional administrative role. We’re looking for a proactive, strategic partner who thrives on staying one step ahead and enabling executive success.

Santora CPA Group is known for its supportive, collaborative, and fun team culture, and we’re excited to add someone who brings energy, professionalism, and a sense of humor to the role.

What You’ll Do (Highlights):

• Own and expertly manage a complex, ever‑changing executive calendar
• Anticipate needs, resolve scheduling conflicts, and act as a strategic gatekeeper
• Track key deadlines, follow‑ups, and priorities to keep everything on track
• Serve as a central point of coordination across internal teams, clients, and advisors
• Draft professional communications and ensure smooth information flow
• Support business development efforts, including events and relationship tracking
• Handle sensitive information with the highest level of discretion
• Identify process improvements and help streamline operations

Experience in professional services, financial services, legal, or trust/wealth environments is a plus.

What We’re Looking For:

• 5+ years supporting a senior executive in a fast‑paced environment
• Exceptional organizational skills and attention to detail
• Strong communication skills and sound judgment
• A proactive, solutions‑oriented mindset with the ability to anticipate needs
• High level of professionalism, discretion, and emotional intelligence
• Comfort working independently and managing competing priorities

Why Join Us:

• 100% paid health and dental insurance for employees and their dependents
• Fridays off in the summer
• On‑site fitness center (landlord‑provided)
• Immediate entry into our 401(k) plan
• A supportive, team‑oriented culture where your contributions truly matter

The Opportunity: This role is a critical partner to the Trust Division’s leadership which ensures operational excellence while enabling the Managing Fiduciary to focus on clients, growth, and strategy. If you’re someone who takes pride in being indispensable, anticipates needs before they arise, and enjoys making a meaningful impact behind the scenes, we’d love to hear from you.

We are seeking a detail‑oriented and experienced Tax Supervisor to join our public accounting firm. This role is critical in ensuring the accuracy, completeness, and compliance of tax returns and related documents prepared by our tax professionals. The ideal candidate will have a strong technical background in tax law and regulations, excellent analytical skills, and a commitment to delivering high‑quality service to our clients.

What You’ll Do:

• Prepare and/or perform technical reviews of complex tax returns.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Identify and resolve technical tax issues and provide guidance to preparers.
• Collaborate with tax managers and partners to ensure consistent application of tax policies and procedures.
• Provide feedback and training to staff on tax technical matters and best practices.
• Stay current on changes in tax laws and regulations and communicate relevant updates to the team.
• Assist in the development and implementation of quality control procedures for tax engagements.
• Support tax planning and research initiatives as needed.

What We’re Looking For:

• CPA designation (or EA designation with significant experience).
• Bachelor of Science degree in Accounting.
• 4+ years of recent public accounting experience.
• Strong knowledge of federal and state tax codes, regulations, and compliance requirements.
• Experience reviewing complex tax returns across various entity types.
• Experience with multi‑state taxation issues.
• Comfortable using tax preparation and research software.
• Excellent written and verbal communication skills.
• Strong attention to detail and organizational skills.

Why You’ll Love Working at Santora CPA…