About The Position

We are a fast-growing, innovation-driven consulting firm helping businesses unlock growth through strategic tax incentives and financial optimization. Since 2006, we have helped clients secure over $150M in tax savings, supporting innovation, expansion, and job creation. Our culture is built on Connection, Accountability, and Love — combining technical excellence with strong relationships, transparency, and measurable results. We value ownership, creativity, and people-first leadership. This role is for individuals who thrive in fast-paced environments, love building structure out of complexity, and want their work to have visible impact. We’re looking for a highly organized, proactive, and dependable Company Administrative Assistant to become the operational backbone of our growing team. You’ll work closely with leadership, support cross-department coordination, manage executive scheduling, assist with accounts receivable tracking, and help keep our internal systems efficient and organized. This is a high-visibility, high-trust position with real ownership and growth potential.

Requirements

  • 3–5 years of experience in administrative or operations support
  • Experience in professional services or remote-first environments
  • Familiarity with invoicing tools and AR tracking (QuickBooks preferred)
  • Strong Excel skills and comfort learning new tech tools
  • Experience with tools like DocuSign, HubSpot, Notion, or similar
  • Excellent written and verbal communication skills
  • Comfortable communicating with C-level stakeholders
  • Exceptional organization and attention to detail
  • High discretion with confidential information
  • Self-starter mindset with strong problem-solving ability
  • 3–5 years of experience in administrative, executive, or operations support roles.
  • Proven experience managing complex executive calendars and scheduling across time zones.
  • Strong proficiency in Microsoft Office, especially Excel and Outlook.
  • Experience with invoicing systems and basic accounts receivable tracking.
  • Familiarity with tools such as QuickBooks, DocuSign, HubSpot, Notion, or similar platforms.
  • Excellent written and verbal communication skills in a professional environment.
  • Ability to manage multiple priorities and meet deadlines in a fast-paced setting.
  • Strong attention to detail with high accuracy in documentation and reporting.
  • Experience supporting onboarding and offboarding administrative processes.
  • High level of discretion and professionalism when handling confidential information.

Responsibilities

  • Manage complex leadership scheduling across time zones
  • Coordinate internal/external meetings and travel logistics
  • Anticipate and prevent scheduling conflicts
  • Prepare agendas and meeting materials
  • Take structured meeting notes and track action items
  • Ensure follow-through and accountability
  • Coordinate documentation, system access, and scheduling for onboarding and offboarding
  • Ensure smooth transitions for new and departing team members
  • Review resumes and conduct initial discovery calls
  • Coordinate candidates through interview stages
  • Process invoices and track receivables
  • Follow up with clients professionally
  • Support month-end reporting and audit preparation
  • Draft and format contracts, reports, and client deliverables
  • Maintain version control and SOP compliance
  • Manage e-signature workflows
  • Maintain internal task trackers
  • Identify inefficiencies and implement workflow improvements
  • Create scalable administrative systems

Benefits

  • Competitive base salary (based on experience)
  • Clear growth path within a scaling firm
  • Entrepreneurial, ownership-driven culture
  • Direct exposure to leadership and strategic initiatives
  • Remote work flexibility (PST/CST schedule, Monday–Friday)
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