Personal Assistant to Partner

The Personal Assistant provides high-level administrative, organizational, and communication support to a Partner in a busy CPA and advisory firm. This role helps manage day-to-day workflow, client coordination, scheduling, and priority tracking so the Partner can focus on client service, tax planning, and firm leadership.

Responsibilities

Calendar & Scheduling Management

• Manage complex calendar including client meetings, internal meetings, and deadlines.
• Coordinate recurring appointments during tax season and off-season planning.
• Schedule calls, virtual meetings, and in-person meetings with clients and staff.
• Monitor upcoming deadlines and proactively adjust scheduling as priorities shift.

Email & Communication Support

• Monitor inbox, flag priorities, and draft routine responses.
• Route workflow questions to appropriate team members.
• Track follow-ups with clients, staff, and external advisors.
• Maintain professional and timely communication standards.

Client & Project Coordination

• Track status of tax returns, extensions, planning projects, and deliverables in coordination with production assistant.
• Ensure required documents are received and uploaded to firm systems.
• Prepare client meeting packets and summaries as requested.
• Maintain task lists and accountability for open items.

Administrative & Operational Support

• Prepare reports, spreadsheets, and simple presentations.
• Assist with billing coordination, engagement letters, and document organization.
• Maintain organized digital and physical filing systems.
• Support firm initiatives, events, or special projects as assigned.
• Personal Task Support (as appropriate)
• Coordinate personal scheduling or logistics that affect business workflow.
• Assist with travel planning, reminders, or time-sensitive projects when needed.
• Prior administrative or executive assistant experience preferred.
• Experience in accounting, tax, legal, or professional services environments preferred.
• High level of organization, discretion, and professionalism.
• Strong written and verbal communication skills.
• Ability to prioritize, multitask, and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Outlook, Excel, Word, Teams, and document management systems.
• Comfortable working with confidential financial and client information.

Key Traits for Success

• Highly dependable and detail-oriented.
• Proactive problem solver who anticipates needs.
• Calm under pressure, especially during tax season.
• Strong sense of urgency and follow-through.
• Professional presence with clients and staff.

Work Schedule

• Full-time.
• Additional hours may be required during peak tax season.
• We offer benefits including health insurance, 401K, paid holidays and PTO!