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3 дня назад

CPA Office Assistant / Executive Support (AI)

Формат работы
onsite
Тип работы
fulltime
Грейд
senior
Английский
b2
Страна
US
Вакансия из списка Hirify.GlobalВакансия из Hirify Global, списка международных tech-компаний
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Описание вакансии

Текст:
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TL;DR
CPA Office Assistant / Executive Support (AI): Supporting a Senior Partner and CPA firm team through executive assistance, client communication, document coordination, scheduling, and workflow management with an accent on discretion, organization, professional communication, and proactive problem-solving. Focus on anticipating executive needs, managing confidential tax and client information, coordinating deadlines and providers, and using AI responsibly to improve operational efficiency.

Location: Los Angeles, California, United States; On-site

Company

hirify.global operates a dynamic CPA firm providing accounting, tax, client, and professional services operations.

What you will do

  • Provide high-level day-to-day support to the Senior Partner and team, including complex calendar management, meetings, travel, reservations, business logistics, and limited personal scheduling.
  • Organize confidential digital and physical files, including client documents, tax returns, correspondence, workpapers, and deliverables.
  • Monitor inboxes, prioritize communications, draft and proofread correspondence, communicate with clients and professionals, and track follow-ups through completion.
  • Anticipate needs, research issues, develop solutions, prioritize competing demands, and exercise independent judgment while protecting the Partner’s time.
  • Support accounting and tax professionals, coordinate with payroll, bookkeeping, legal, and other professional service providers, and assist with client and staff onboarding.
  • Maintain task trackers, monitor deadlines, identify workflow gaps, improve organizational systems, and use technology and AI responsibly while protecting confidential information.

Requirements

  • 15+ years of substantial, direct experience supporting senior executives, partners, founders, or similarly demanding leaders.
  • Experience operating as a trusted executive support professional with significant responsibility and independence.
  • Exceptional written and verbal communication skills with a clear, confident, professional style.
  • Strong organization, prioritization, multitasking, attention to detail, accuracy, initiative, resourcefulness, problem-solving, and follow-through.
  • Sound professional judgment, including the ability to act independently, escalate appropriately, and remain effective in a fast-paced, deadline-driven environment.
  • High discretion and experience handling confidential, sensitive, and business-critical information.
  • Proficiency in Microsoft Office, including Outlook, Excel, and Word, and Google Workspace.
  • Ability to learn and use technology, workflow platforms, and AI tools responsibly while maintaining confidentiality.
  • Professional attributes including executive presence, proactivity, ownership, adaptability, service orientation, teamwork, warmth, relationship skills, and long-term commitment to executive support.

Nice to have

  • Experience with DocuSign, SmartVault, Lacerte, or similar professional services tools.
  • Previous executive support experience in a CPA firm, accounting firm, law firm, or other professional services environment.

Culture & Benefits

  • Full-time, on-site position in Los Angeles, California.
  • Competitive compensation based on experience.
  • Opportunity for long-term growth within a dynamic CPA firm.
  • Collaborative, professional, and team-oriented environment.
  • Exposure to high-level business, client, tax, and firm operations.

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