XX
Executive AssistantSteppin Stone Tax & Accounting ServicesTemecula, California, United States

Cette offre d'emploi n'est plus disponible

XX

Executive Assistant

Steppin Stone Tax & Accounting Services
  • US
    Temecula, California, United States
  • US
    Temecula, California, United States

À propos

The Executive Assistant to the CEO provides high-level administrative, operational, and strategic support to the Chief Executive Officer of our tax and accounting firm. This role requires exceptional discretion, organizational skill, and the ability to manage confidential financial, legal, and client-related information while serving as a trusted extension of the CEO.

Employment Type

Full-Time

Key ResponsibilitiesExecutive & Administrative Support

  • Manage the CEO's calendar, scheduling meetings, deadlines, and tax-season priorities
  • Serve as the primary gatekeeper for communications, screening calls, emails, and requests
  • Prepare correspondence, reports, presentations, and internal documents
  • Coordinate travel, meetings, and executive-level engagements
  • Track deadlines related to tax filings, compliance, and firm operations

Firm Operations & Tax Support

  • Assist with client intake coordination and workflow tracking during tax season
  • Organize and maintain confidential client files and internal records
  • Coordinate with tax preparers, accountants, and administrative staff
  • Support billing, invoicing, and document follow-ups as directed
  • Assist with IRS notices, extensions, and internal compliance tracking (non-preparer role)

Confidentiality & Compliance

  • Handle sensitive financial, tax, payroll, and business information with strict confidentiality
  • Ensure secure handling of documents in compliance with IRS data protection standards
  • Assist with maintaining internal compliance protocols and office procedures

Project & Strategic Support

  • Support firm initiatives, process improvements, and special projects
  • Monitor deadlines and follow up on action items across departments
  • Prepare summaries and briefing materials for CEO decision-making

Qualifications

  • Proven experience as an Executive Assistant, Administrative Manager, or similar role
  • Strong organizational and time-management skills in a fast-paced environment
  • High level of professionalism and discretion
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office, Google Workspace, and scheduling tools
  • Ability to multitask, prioritize, and anticipate executive needs

Required Skills

  • Exceptional attention to detail
  • Ability to handle confidential and sensitive information
  • Strong problem-solving and decision-support skills
  • Professional demeanor with clients and staff
  • Ability to work independently with minimal supervision

Pay: $ $25.50 per hour

Expected hours: 40.0 per week

Benefits:

  • 401(k)

Work Location: In person

  • Temecula, California, United States

Compétences linguistiques

  • English
Avis aux utilisateurs

Cette offre a été publiée par l’un de nos partenaires. Vous pouvez consulter l’offre originale ici.