Executive Assistant Jobs in Milwaukee, NC

About The Position

Requirements

• Prior experience in a U.S. tax, CPA, accounting, or financial firm supporting an executive or business owner.
• Strong knowledge of U.S. tax documents, terminology, filing deadlines, and tax office workflows.
• Exceptional attention to detail, calendar management, follow-up, problem-solving, and professional judgment.
• Ability to work independently, manage shifting priorities, hold others accountable, and maintain strict confidentiality.
• Proficiency with Microsoft Office Suite, including Outlook, Teams, Word, and Excel, general office technology, and practice management or client portal software.
• Bilingual proficiency in English and Spanish.

Nice To Haves

• Experience with TaxDome or a similar practice management tool.
• Experience with Drake Tax or similar tax software.
• Familiarity with QuickBooks Online.

Responsibilities

• Manage the CEO’s daily schedule, align personal and professional priorities, resolve conflicts, confirm appointments, and ensure preparation materials are ready.
• Track tax deadlines, extensions, follow-ups, and outstanding client requests.
• Coordinate communications among clients, tax preparers, and administrative staff.
• Organize and recognize standard tax forms, including W-2, 1099, KS, and 1065 forms, and supporting financial records throughout the tax preparation workflow.
• Prepare correspondence, meeting notes, and task lists.
• Maintain detailed client notes, hold team members accountable, and proactively address emerging issues.
• Protect sensitive client, tax, and company data.
• Assist with special projects and inbox and workload management.

Benefits

• Permanent work from home.
• Health insurance coverage for eligible locations.