Executive Assistant

**Employment Type: Part-Time to Full-Time**
**About the Company**:
We are a small, high-performing CPA firm affiliated with a nationally recognized wealth advisory network.
Specializing in strategic tax planning and proactive wealth-building strategies, we work with entrepreneurs, investors, and high-net-worth individuals to help them achieve their financial goals.
Our team is committed to excellence, confidentiality, and delivering tailored solutions that make a real impact.
**Position Overview**:
**Key Responsibilities**:
**Executive & Administrative Support**
- Manage calendars and scheduling for the firm owner and team
- Book travel and accommodations for conferences and meetings
- Prepare agendas, take meeting notes, and follow up on action items
- Manage internal task boards using tools such as Asana, ClickUp, or Trello
**Client Coordination**
- Onboard new clients, including gathering documents and setting expectations
-...