What are the responsibilities and job description for the Executive Assistant position at W CPA Group?
Executive Assistant
About W CPA Group
W CPA Group is a growing public accounting and consulting firm with more than 35 years of experience. Our team is committed to delivering exceptional service while creating a collaborative environment where employees are encouraged to grow professionally, contribute new ideas, and make a meaningful impact.
We're looking for an experienced Executive Assistant who enjoys keeping people, projects, and priorities organized. This is more than a traditional administrative role. You'll be a trusted partner to our leadership team and play an important role in helping us deliver an exceptional client experience.
What You'll Do
No two days are exactly alike, but your responsibilities will include:
- Keep partner calendars organized, coordinate meetings, and manage competing priorities.
- Prepare professional correspondence, engagement letters, reports, and other client documents.
- Serve as a primary point of contact for clients, providing responsive, friendly service.
- Coordinate client meetings and help keep engagements moving by tracking deadlines, follow-up items, and document requests.
- Organize and distribute documents using our paperless document management system.
- Assist with assembling and delivering tax returns, financial statements, engagement letters, and other client deliverables.
- Maintain confidential client and firm records.
- Provide backup reception and phone coverage as needed.
- Support firm initiatives, special projects, and day-to-day operations.
What We're Looking For
We're looking for someone who is organized, proactive, and enjoys making other people's jobs easier.
You'd be a great fit if you:
- Have at least three years of experience supporting executives or professionals in a fast-paced office.
- Communicate professionally with clients and coworkers.
- Can manage multiple priorities without losing track of the details.
- Enjoy improving processes and finding more efficient ways to work.
- Are comfortable learning new technology and software.
- Handle confidential information with professionalism and discretion.
Experience in a CPA, legal, financial services, or other professional services firm is a plus, but not required.
Compensation & Benefits
Compensation: $25 - $35 per hour, depending on qualifications and experience.
- Medical, dental, vision, and life insurance
- 401(k) with employer match
- Paid holidays and paid time off
- Summer/Fall flexible schedule
- Referral bonus program
Why Join W CPA Group?
We believe great client service starts with a great team. We work hard, support one another, and are always looking for better ways to serve our clients and improve our firm.
If you're someone who enjoys staying organized, solving problems, and making a meaningful impact behind the scenes, we'd love to hear from you.
Salary : $25 - $35