Executive Assistant - Temecula, United States - Elite Tax Partners

Description

We keep a tidy ship here at Elite.

We need someone who can help organize, sort through, and file the physical and digital piles of paperwork, and help find these files a day or maybe even months later when they are needed.

You must be patient, organized, and have a great memory. Big plus if you also happen to be a superhero

Our office is busy, sometimes we travel for work, seminars, etc.

We need someone to help fuel our cars, attend to personal errands, and return the stupid things we purchased on Amazon.

This means you need to be able to drive a car, get errands done efficiently, and become best friends with the clerk at mail mart.

Do we set the bar high? Yes

Are our directions always clear? No

Can you read minds? I sure hope so

Will you have the support of a fantastic team? Yes

Will you be making an impact both with our clients and in our community? Definitely

We have worked tirelessly to implement the best policies, procedures, and systems to keep our business running efficiently. As we grow, this has become an ever-evolving process, we adapt as we go.

We need a brainiac who can think on their feet and contribute ideas to our ever-evolving procedures to create the best systems for us and for our clients.

Compensation:

$17 - $19 hourly + potential for a discretionary bonus based on performance


Responsibilities:

The Executive Assistant's main role is to support the Founding Partner with organizational tasks within the firm and their personal lives to allow them to refocus time and energy on the firm, specifically to free up time to grow the firm.

Additionally, the Executive Assistant will receive firm-related assigned tasks from the Director of Operations.

The primary duties the Executive Assistant will perform are as follows:

• Maintain Founding Partners calendar: this includes ensuring all necessary information is included in each calendar entry, appointments are not double booked, appointments are consistent with Partner's block calendaring schedule, and appointments are appropriately booked based on availability and travel time.
• Professional appointments include scheduling meetings with referral partners, vendors, management coaches, and more
• Personal appointments include scheduling medical, personal care appointments, auto detailing, and more
• Organize, attend meetings with Partners, and take notes to turn into action items. Follow up with meeting attendees on the completion of action items
• Book travel, both professional and personal, and assist in modifications or needs during Partners' travel time
• Attend weekly oneonone meetings with Partner to maximize productivity for the week and attend daily standup meetings to review priority tasks for the day
• Personal tasks to include Partners' drycleaning, grocery shopping, and scheduling of personal appointments on behalf of Partner
• Project management and event planning for Partners and firm activities
• Order office supplies and other equipment at the request of the Director of Operations
• Other tasks as deemed necessary by Partners or Director of Operations

Qualifications:

• Strong time management and organizational skills.
• Proficiency in Microsoft Office Suite and willingness to learn new software.
• Professional appearance and demeanor.
• Excellent communication skills, with a focus on fostering teamwork.
• Ability to adapt to changing priorities and work in a dynamic environment.
• Attention to detail and accuracy in tasks.
• Demonstrated reliability and dependability in previous roles.

About Company

At Elite Tax Partners, our team is driven by the connections we build with our clients and the positive impact we make in our community.

We work hand in hand with our clients to navigate the world of accounting, giving back the gifts of time and financial peace of mind.