Executive Assistant

Navolio & Tallman LLP is seeking a highly organized, proactive, and client-focused Executive Assistant to support firm Partners in our Walnut Creek office. This role plays a critical part in ensuring seamless day-to-day operations, delivering exceptional client service and supporting a fast-paced public accounting environment where excellence is the standard and relationships come first.

The ideal candidate thrives in a dynamic setting, can manage multiple priorities with precision, and demonstrates professionalism, discretion, and strong interpersonal skills. You will play a key role in fostering a high-touch, people-first experience for both clients and internal teams, ensuring communication is thoughtful, responsive, and aligned with our commitment to excellence. This position operates in a fast-paced, deadline-driven environment (particularly during peak tax season) and requires flexibility to maintain a hybrid or in-office presence aligned with firm needs

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Responsibiliti

• esProvide high-level administrative support to Direct Partner and/or executive te
• amManage complex calendars, scheduling meetings and travel logisti
• csPrepare meeting materials, agendas, and track follow-up action ite
• msScreen, prioritize, and manage communications on behalf of executives, as need
• edServe as a point of contact for clients, ensuring a professional and responsive experien
• ceCoordinate client communications, document requests, engagement timelines, and onboarding process
• esMaintain accurate client records and support ongoing relationship manageme
• ntManage multiple priorities simultaneously in a fast-paced, deadline-driven environme
• ntSupport firm-wide initiatives, special projects, and cross-functional coordinati
• onProvide occasional office support for the Walnut Creek locati
• onHandle highly sensitive financial and client da

taRequiremen

• tsExceptional organizational, time management, and communication skills, with a strong attention to detail and a proactive, solutions-driven minds
• etDemonstrates professionalism, discretion, and the ability to handle confidential informati
• onSelf-motivated and capable of working independently while maintaining a strong client-service focus and building meaningful relationshi
• psProficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoin

t)Qualificatio

• ns5 years of experience in an Executive Assistant or senior administrative ro
• leExperience in a public accounting firm or professional services environment strongly preferr