Executive Assistant

Executive Assistant / Office Manager Successor

We are seeking an experienced Executive Assistant with a public accounting background to join our team and train directly with our current Office Manager ahead of a planned retirement transition.

This is a unique opportunity to spend approximately one year learning all aspects of office operations, client service, and annual accounting firm workflows before assuming a key leadership role.

Responsibilities

• Provide administrative support to firm leadership.
• Manage schedules, communications, and office operations.
• Coordinate client documentation and workflow tracking.
• Assist with billing, reporting, and practice administration.
• Learn and document firm procedures and annual processes.
• Work closely with the current Office Manager to ensure a successful transition.

Qualifications

• 3+ years of public accounting experience required.
• 5+ years preferred.
• Strong organizational, communication, and multitasking skills.
• Proficiency in Microsoft Office.
• Ability to handle confidential information with discretion.

Ideal Candidate

A proactive, detail-oriented professional who enjoys keeping operations running smoothly and is looking for a long-term opportunity with growth into an Office Manager role.

Note:

We are hoping to have this individual start training by October to gain exposure to a full annual cycle of firm operations before the current Office Manager's retirement.