Executive Administrative Assistant

Job Description

We’re a boutique CPA firm specializing in tax advisory services. With a small but mighty team, we take pride in providing high-level tax planning and strategy while maintaining a relaxed, professional culture. We are looking for an organized, detail-oriented, and proactive Executive Assistant to help streamline operations to allow the firm owner to focus on high-value tasks—like client advisory and business development.

Looking for someone available to work at our office for 20-25 hours a week from Monday-Friday between the hours of 8:00 am - 5:00 pm.

Flexible work schedule!

Qualifications:

- High school or equivalent (Required)

- Accredited College Degree: 2 or 4 year (Preferred)

- Computer proficient and experience with Microsoft Office (Word, Excel, Outlook)

- Strong communication skills

Duties and Responsibilities:

- Greet clients on the phone and in person

- Organize and scan documents

- Download financial institution statements and other documents from client portals

- Sort, copy, and prepare documents for filing

- Contact clients to gather needed information, schedule appointments, collect payments

- Work closely with staff to coordinate tasks and track project deadlines

- Assist with planning and coordinating social gatherings for clients and the Firm by contacting venues, sending invitations, and tracking responses

- Manage Firm Owner’s appointment calendar by scheduling meetings, confirming appointments, and re-scheduling for conflicts

- Manage Firms Owner’s email inbox and respond to routine client questions and requestsCompany Description

NextGen Tax Consulting has a deep passion for achieving the greatest possible tax savings for small businesses and individuals. Our primary services are income tax preparation, tax advisory services, and bookkeeping services. We specialize in providing these services to small business owners and real estate investors. Through intense commitment to our employees, we contribute to the success of our clients. Our unmatched quality of services can only be achieved by having loyal, smart, hard-working, long-term, and well-compensated staff. Our business is complex, with many human, governmental, and computer systems in simultaneous motion. Success depends on refined communication and organizational processes, dedicated staff, documented client service procedures, first-class office space and equipment, rigorous quality control measures, coaching and mentoring of employees, constant and consistent process improvement, targeted marketing, and relentless attention to detail in every facet. Competitive advantages include high quality and well credentialed employees, services designed around the unique needs of our customers, thoughtful and timely customer services, high-quality tax software, and integrity. We use extremely efficient communication tools with automation. We constantly refine and improve all internal systems and processes. For more information on the firm please visit our website at

Part-time