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Job Title: Executive Assistant to the President
Location: Remote
Reports To: President
Type: Full Time
Position Summary
We are seeking a highly organized, proactive, and detail-oriented Executive Assistant to
support the President of a fast-growing tax advisory firm. The Executive Assistant will act as a
trusted partner, enabling the President to focus on strategic initiatives, client relationships, and
the overall growth of the company.
The ideal candidate is tech-savvy, resourceful, an excellent communicator, and comfortable
operating in a fast-paced, confidential, and high-performance environment.
Key Responsibilities:
● Executive Support & Calendar Management:
○ Manage and maintain the President's complex calendar, scheduling
appointments, meetings, and conferences with internal teams, clients, and
external partners.
○ Proactively anticipate scheduling conflicts and logistical challenges, offering
solutions and re-prioritizing as needed.
○ Ensure the President is well-prepared for all engagements by providing
necessary documents, briefings, and background information in advance.
● Communication & Correspondence:
○ Serve as the primary point of contact and gatekeeper for the President, screening
and prioritizing incoming communication, emails, and correspondence.
○ Draft, edit, and proofread high-level communications, presentations, reports, and
internal memos on behalf of the President, ensuring accuracy and professional
tone.
○ Handle confidential and sensitive information with the utmost discretion and
integrity.
● Meeting & Event Coordination:
○ Coordinate all aspects of internal and external meetings, including scheduling,
venue booking (virtual or in-person), technology setup, catering, and material
preparation.
○ Attend meetings as required to take detailed minutes, track action items, and
ensure timely follow-up.
○ Assist with the planning and execution of company events, client appreciation
gatherings, and industry conferences.
● Travel Management:
○ Arrange comprehensive domestic and international travel itineraries, including
flights, accommodations, ground transportation, and visa requirements.
○ Prepare detailed travel expense reports and ensure timely reconciliation.
● Project & Administrative Support:
○ Assist the President with special projects and initiatives, conducting research,
compiling data, and preparing summaries.
○ Maintain organized digital filing systems for critical documents and records.
○ Process invoices, expense reports, and other financial documentation for the
President's office.
● Client & Stakeholder Relations:
○ Interact professionally and courteously with high-net-worth clients, business
partners, and industry contacts.
○ Facilitate smooth communication and build positive relationships on behalf of the
President.
Required Qualifications
● Proven experience as a Personal Assistant, Executive Assistant, or similar support role
(experience in a finance or professional services firm is a plus)
Advanced proficiency with Google Workspace (Gmail, Calendar, Docs), Zoom, Slack,
Notion, and task/project management software
● Meticulous attention to detail and ability to manage multiple complex tasks
simultaneously.
● Exceptional English language written and verbal communication skills
● Ability to work independently, prioritize effectively, and anticipate needs
● Ability to handle highly sensitive and confidential information with absolute integrity
● Thrive in a fast-paced environment and adapt to changing priorities
Preferred Qualifications
● Experience supporting a C-suite executive
● Familiarity with tax, finance, or professional services industries
● Strong critical thinking and problem-solving skills
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