Executive Assistant - Temecula, United States - Elite Tax Partners

Elite Tax Partners Temecula, United States

3 weeks ago

Description

Job Description

Executive Assistant-Flexible Position

Our company is growing fast and we are quickly realizing we need a right-hand person that will help us get stuff done. When wrapping up a meeting, we need help with follow-ups and notes. This means you need to listen perfectly, take diligent notes, draft great emails, and be willing to hold people accountable.

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.

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.

Emails come in at the speed of light, our day is booked from daybreak to dusk. We need someone who can get familiar with our business, but also our friends and family. We are buried in our daily work tasks, it's no wonder we forget to buy that special birthday gift or need to change that flight last minute. You will need to learn who, and what is important to us and be able to make decisions independently to get these "need this done yesterday" types of tasks knocked off our to-do list for us.

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.

You could describe the flexible position as follows:

The Executive Assistant position at Elite Tax Partners offers flexibility in terms of both scheduling and employment status. This means that the hours and days of work can be tailored to accommodate both the needs of the executive and the preferences of the candidate. Whether you're seeking part-time or full-time employment, we're open to discussing arrangements that suit both parties. We understand the importance of work-life balance and are committed to providing a supportive and adaptable work environment.

The person to fill this position will be integral to our team, hiring the right person for this position is very important to us. If all of this sounds amazing to you, please apply here to begin the interview process.

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.

Compensation:

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

Responsibilities:

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
Organization of emails to include reviewing and prioritizing emails, sorting into appropriate folders, and responding per Partners' instructions. Achieve a "Zero Inbox" at the end of the workday
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 one-on-one meetings with Partner to maximize productivity for the week and attend daily stand-up meetings to review priority tasks for the day
Personal tasks to include Partners' dry-cleaning, 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.

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