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 time...