ACCOUNTING ASSISTANT

## **About the Role**

We are looking for a **high-level Executive Assistant** who can operate as a reliable right hand to the firm’s leadership. This is NOT a simple admin job — this role supports a fast-moving CPA firm, manages communication, organizes internal workflows, and handles light accounting tasks and data entry. You must be proactive, organized, resourceful, and extremely responsive.

## **Key Responsibilities**

### **Executive & Administrative Support**

* Manage the executive’s daily schedule, reminders, and priorities.
* Coordinate meetings, confirm appointments, and follow up with clients or staff as needed.
* Maintain organized digital files, folders, and documents across Google Drive/Dropbox.
* Monitor email inboxes and WhatsApp threads to ensure nothing is missed.
* Prepare summaries, follow-ups, and task lists based on meetings or conversations.

### **Project & Workflow Management**

* Track tasks and pipelines using ** ---------- ** (required).
* Update boards, follow up with tea ---------- mbers, and make sure deadlines are met.
* Identify gaps or delays in processes and proactively address them.
* Assist with onboarding new staff, contractors, and clients.

### **Client Coordination**

* Communicate with clients when needed, gather documents, and follow up on outstanding items.
* Provide professional, clear, and proactive responses.
* Ensure positive client experience by staying on top of updates and requests.

### **Accounting Support (Light)**

*You are NOT preparing tax returns, but you must be comfortable around accounting language and tasks:*

* Basic bookkeeping tasks (categorizing transactions, simple reconciliations).
* Data entry into QuickBooks Online (training provided).
* Organizing financial documents, statements, PDFs, and monthly reports.
* Assist with spreadsheet tracking (must be comfortable in Excel/Google Sheets).

## **Required Skills & Qualifications**

* **At least 2 years experience** as an Executive Assistant, VA, or similar role.
* **Strong English communication** skills — written and verbal.
* **Highly responsive, organized, and detail-oriented.**
* Comfortable working US hours or overlapping hours.
* Experience with **Excel**, **Google Workspace**, and **CRM/task management tools**.
* Ability to multitask, prioritize, and stay on top of details without being reminded.
* Familiarity with accounting concepts or prior experience supporting an accounting/bookkeeping team preferred.

## **Preferred Qualifications**

* Experience working for a US-based company.
* Confidence asking questions when unsure — we want communication, not guessing.
* Understanding of confidentiality & privacy in handling financial information.
* Ability to create workflows, SOPs, and organized systems.

## **What We Value**

* Proactive communication (“I saw this — here’s the update”).
* Accountability and reliability.
* Ability to think ahead and remove work from the executive’s plate.
* Someone who thrives in a structured, fast-paced environment.