Company Overview:

Clark Pros Tax and Accounting stands at the forefront of the accounting industry, dedicated to offering premier advisory services tailored for Main Street business owners. Situated in the heart of downtown Fresno, California, this full-service firm harnesses the power of leading cloud-based accounting software to streamline financial processes for its clients. In just four years, Clark Pros has carved a niche for itself by saving business owners hundreds of thousands of dollars, demonstrating a strong commitment to financial excellence and client success. Our approach not only focuses on compliance and tax optimization but also on strategic advisory, making us an indispensable partner for businesses aiming to thrive in today's competitive landscape.

Position Summary:

This is a full-time role in our Management Department, reporting to our CEO. For this role, you’ll need to live in or near Fresno, CA and be willing to work in our co-working space in downtown Fresno 3-5 days per week, and have the ability to work from home 1-2 days per week. Typical hours for this role are 8am-5pm, Monday-Friday; on occasion there is a need to work additional hours on evenings and weekends during a launch or other events throughout the year.

Mission:

The mission of the Executive Assistant is to stay five steps ahead of their leader, tracking all of the administrative details, and clearing the path for him to make his greatest contribution to our business. The Executive Assistant will be a key asset to the CEO by anticipating needs at an exceptionally high level, allowing him to develop vision and strategy for all aspects at Clark Pros Tax & Accounting so that we can reach our revenue and profitability goals.

While repetitive tasks are certainly part of this position, the tasks assigned can vary from week to week based on the CEO’s needs and the needs of business. The most important responsibility of the Executive Assistant is to ensure that administrative tasks and projects are completed with a high level of efficiency, confidentiality, accuracy, flexibility, and positivity in order to support the initiatives of the CEO.

Essential Duties and Responsibilities

The Executive Assistant will have the following primary responsibilities:

• Meeting management including preparing agendas, printing financial reports, taking notes, distributing action items, and arranging catering
• Communicating on the CEO's behalf both internally and externally
• Email management on behalf of the CEO and within the accounting inbox using Karbon to assign emails to team members as needed
• Running errands and attending in person meetings multiple times per week
• Checking the P.O. Box several times per week and processing mail to various departments
• Complex calendar management and scheduling (both personally and professionally) on behalf of the CEO and Management Team
• Varying personal and professional administrative tasks including, but not limited to, booking appointments, research projects, coordinating travel, and ordering gifts/flowers, etc.
• Light project management and accounts payable duties
• Weekly expense reporting on behalf of the CEO and the Management Team

Minimum Qualifications (Knowledge, Skills, and Abilities)

Bachelor’s degree, preferred. (Or 3 Years experience in an Executive Assistant role)

Experience: 2-5 years supporting c-suite executive(s), dealing with financial information.

Physical: Ability to bend, reach, and lift boxes and office supplies up to 30 lbs.

Job Type: Full Time, Salaried (with killer benefits)

​​ The CEO's EA will have a high attention to detail and accuracy, using their existing experience dealing with financial information, their experience supporting Financial Executives, and their ground level understanding of accounting terminology to provide informed administrative support.

The EA must be an excellent communicator, in both written and oral form. This includes proficiency in spelling, grammar, and punctuation. This also includes being able to take a large amount of information and summarize it quickly both in writing and orally on a regular basis. You must also be able to track communication (and be very responsive) across multiple channels without losing any details. Those channels could include in-person meetings, virtual video calls, Karbon messages, text messages and/or emails.

High Level of Discretion: Since our EA will regularly work with confidential information, discretion and sensitivity regarding financial information is a must.

In addition to working directly with the CEO, the EA will also work with members of the Management Team and several other administrative staff from other departments. They’ll need to be able to collaborate and communicate well with these team members, maintaining a can-do spirit and not complaining, making excuses, or gossiping.

As a part of our commitment to enabling our CEO to serve our company and customers at the top of his game, our EA will strive to anticipate needs and eliminate friction at work and home whenever possible. This means you know how to stay five steps ahead of your leader, clearing the path for him to make his greatest contribution.

Our executive assistant will be a technologically savvy Mac user and will not be intimidated by learning new technology. Proficiency in the following tech platforms is ideal: QuickBooks Online, ProConnect Tax Online, Karbon Practice Management, Calendly, Zoom, Google Suite, Microsoft Office Suite.

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position. Reasonable accommodations may be made to enable individuals with disabilities to perform the functions.

While performing the duties of this position, the employee is regularly required to talk or hear. The employee frequently is required to use hands or fingers, handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision, and the ability to adjust focus. The noise level in the work environment is usually low to moderate.

Note

This job description in no way states or implies that these are the only duties to be performed by the employee(s) incumbent in this position. Employees will be required to follow any other job-related instructions and to perform any other job-related duties requested by any person authorized to give instructions or assignments. All duties and responsibilities are essential functions and requirements and are subject to possible modification to reasonably accommodate individuals with disabilities. To perform this job successfully, the incumbents will possess the skills, aptitudes, and abilities to perform each duty proficiently. Some requirements may exclude individuals who pose a direct threat or significant risk to the health or safety of themselves or others. The requirements listed in this document are the minimum levels of knowledge, skills, or abilities. This document does not create an employment contract, implied or otherwise, other than an “at will” relationship.

Job Type: Full-time

Pay: $45,000.00 - $55,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Dental insurance
• Health insurance
• Paid time off

Schedule:

• 8 hour shift
• Monday to Friday

Experience:

• Google Suite: 1 year (Preferred)

Ability to Commute:

• Fresno, CA 93721 (Required)

Ability to Relocate:

• Fresno, CA 93721: Relocate before starting work (Required)

Work Location: In person