Personal Assistant to CEO of CPA Firm

Position Summary 

The Personal Assistant will provide high-level administrative, organizational, and operational support to the CEO.  The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment. 

Key Responsibilities 

• Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness 

• Coordinate travel arrangements (both work and personal) and itineraries 

• Prepare correspondence, reports, presentations, meeting agendas, and documents 

• Assist with client communications and scheduling 

• Support onboarding processes for new clients 

• Coordinate internal and external events, meetings, and Firm initiatives 

• Serve as a liaison between President, department heads, and staff 

• Coordinate leadership meetings, retreats, and planning sessions 

• Assist with special projects, reporting, and workflow improvements 

• Maintain organized filing systems (electronic and physical) 

• Track projects, deadlines, and task follow-ups 

• Run personal errands 

• Assist with scheduling and managing personal administrative and private estate needs 

• Handle confidential information with discretion and professionalism 

Qualifications & Skills 

• 3+ years of personal assistant, administrative, or executive assistant experience 

• Experience supporting Partners and/or Executives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred


• Strong organizational and time-management skills 

• Excellent written and verbal communication abilities 

• High level of discretion and professionalism 

• Ability to anticipate needs and work proactively 

• Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems 

Key Competencies 

• Strong attention to detail 

• Proactive problem-solving 

• Excellent interpersonal and communication skills 

• Adaptability in fast-paced environments 

• Professional judgment and confidentiality 

Benefits & Perks 

• Competitive compensation 

• Health, dental, and vision insurance 

• Paid time off and holidays 

• Retirement plan with employer contribution 

• Professional development opportunities 

• Supportive, collaborative firm culture 

• Bookkeeper needed for rapidly growing CPA firm