Assistant, Executive

Overview

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world's leading financial centers - New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.

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Baker Tilly is an equal opportunity / affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

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Job Description :

The Executive Assistant provides high-level administrative support to Senior Executives, managing complex calendars, travel logistics, and confidential communications with minimal direction. The role requires strong initiative in drafting correspondence, creating reports and presentations, and organizing meetings and events. A key focus is maintaining clear communication and proactive follow-up on priorities, ensuring the Firm Leader is well-prepared and informed. The individual will collaborate across departments, manage sensitive information with discretion, and support special projects as assigned. Success in this role requires exceptional attention to detail, anticipation of needs, and the ability to manage multiple priorities in a fast-paced environment. Supervision of other support staff may be required.

Primary Duties and Responsibilities :

• Complete a broad variety of administrative tasks for the Firm Leader including, but not limited to : managing an extremely active calendar of appointments; completing and approving expense reports; gathering anticipated information or materials with little or no direction, composing and preparing correspondence that is sometimes confidential; and arranging detailed travel plans, itineraries, and agendas. (50%)
• Compose correspondence from minimal to no notation; create memos, letters, charts, graphs, presentations; other support activities requiring the ability to take the initiative. Manage the scheduling of events and meetings. As requested, attend meetings, take minutes and ensure follow-ups, action items and deadlines are communicated. (20%)
• Work closely and effectively with the Firm Leader to keep him / her well informed of upcoming commitments and responsibilities, following up appropriately. Apply prior experience and discernment to adequately anticipate needs of the role and that of Firm Leader. Filter Firm Leader's emails for matters that require immediate attention and send communications on behalf of the Firm Leader as needed. (10%)
• Successfully complete critical aspects of deliverables with a hands-on approach. This will include providing general support to the leadership team, assisting with ad hoc reporting, and other requests as needed. Proactively generate organizational operating reports such as budget expenditures, statistical records of performance data, and other reports / process documents with little or no direction, as needed. (10%)
• Assist in monitoring the progress of open items and projects. Handle sensitive and confidential information on a regular basis with discretion. Maintain electronic files. Assist with the management of special projects as needed, including occasional collaboration with marketing in the production of materials and / or the hosting of events. Other duties as assigned. (10%)

Qualifications :