Executive Assistant

Job Details: Job Location: Little Rock - Little Rock, AR, Salary Range: Undisclosed, Position Summary: The Executive Assistant provides high‑level administrative, client‑service, and operational support to the firm’s partners, with a primary focus on tax as well as support to the wealth management and marketing leader at the firm. This role is responsible for managing complex calendars, coordinating client interactions & data, generating due date reports, and ensuring partners are fully supported in their daily activities. The Executive Assistant serves as a key liaison between partners, clients, internal teams, and external contacts, maintaining a high level of professionalism, confidentiality, and responsiveness. This position requires exceptional communication skills, strong organizational abilities, and the capacity to manage multiple priorities in a fast‑paced CPA firm environment.

Essential Job Functions 

Manage and screen all incoming calls for firm partners, with emphasis on tax partners.
Coordinate and schedule client meetings, including preparation of related materials.
Assist in gathering, organizing, and tracking client documentation and data requests.
Enter and maintain partner CPE records, expense reports, and related compliance items.
Arrange and manage partner travel schedules, itineraries, and logistics.
Review XCM status reports and provide partners with timely updates and summaries.
Register partners for CPE courses and ensure compliance with licensing requirements.
Provide administrative support for Wealth Management activities as needed.
Maintain and update MAP, ABLE, and other internal tracking systems or dashboards.
Support partners with scheduling requests, calendar management, and workflow coordination.
Track marketing initiatives, deadlines, and deliverables to ensure timely completion.
Coordinate marketing event planning efforts such as seminars, webinars, and client appreciation events
Coordinate partner meetings and strategic retreat

Additional duties:

Other duties as assigned
Qualifications: Innovation

Anticipate and solve problems with original and tailored solutions.
Forward thinking and big picture focused

Teamwork

Think of others, humble, loyal and puts the firm first. 
Collaborate within teams.
Develop relationships with peers and attend firm events.

Ownership

Self-driven and strives to get the job done in a timely manner without passing the buck.
Total responsibility of knowledge on assigned tasks and technical matters
Provide quality work.

Communication

Effectively exchange meaningful information and ideas on a timely basis with tact and open minds by listening first and asking questions second
Communicate effectively and professionally.
Keep immediate supervisor informed

Education: 

High School Diploma, GED or equivalent required

Experience: 

5 years of executive assistant experience, preferably with a CPA firm, financial services, or other professional services environment

Software: 

Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Familiarity with CRM and Due date tracking systems
TEAMS 
Adobe Acrobat

Other knowledge, skills, and abilities:

Demonstrates exceptional verbal and written communication skills when interacting with clients, partners, and internal teams.
Serves as a professional, polished point of contact for clients, ensuring timely and accurate responses to inquiries.
Builds strong client relationships through proactive communication, follow‑up, and attention to detail.
Maintains a high level of confidentiality and professionalism in all client and partner interactions