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Executive Assistant

Executive Assistant

Sterling Search PartnersBirmingham, AL, US
1 day ago
Job type
  • Full-time
Job description

Sterling Search Partners is helping a Birmingham CPA firm with its search for an Executive Assistant. The Executive Assistant will provide high-level administrative and operational support to a CPA Firm Partner. This role requires exceptional organization, professionalism, confidentiality, and the ability to manage competing priorities in a fast-paced public accounting environment. The Executive Assistant acts as a trusted gatekeeper and ensures the Partner's time, schedule, and priorities are strategically managed.

Key Responsibilities

Administrative & Executive Support

  • Manage the Partner's calendar, appointments, and internal / external meetings.
  • Prioritize and coordinate daily workflow, ensuring the Partner is prepared for each meeting.
  • Handle confidential information with discretion.
  • Draft, edit, and format correspondence, presentations, engagement letters, proposals, and client deliverables.
  • Organize, prepare, and maintain digital and hard-copy files.

Client & Engagement Support

  • Serve as a primary point of contact for clients regarding scheduling, documentation needs, and routine inquiries.
  • Assist in preparing client materials for audits, tax engagements, and advisory projects.
  • Track engagement deadlines and coordinate with internal teams to ensure timely completion.
  • Maintain client onboarding documentation and engagement records.
  • Help manage client billing, including invoice creation, time entry assistance, and follow-ups on outstanding payments.
  • Workflow, Project & Firm Operations

  • Coordinate with staff accountants, managers, and other partners to manage workflow during tax season and busy cycles.
  • Support the Partner in managing staff assignments, task delegation, and project timelines.
  • Prepare weekly status reports, task summaries, and key priority updates.
  • Assist with internal firm initiatives, trainings, and partner-level meetings.
  • Communication & Relationship Management

  • Serve as a professional liaison between the Partner and clients, team members, vendors, and other firm leaders.
  • Draft client communications, follow-up notes, and summaries as needed.
  • Maintain a high level of customer service and responsiveness.
  • Administrative Accounting Support

  • Assist with expense reports, reimbursement submissions, and budgeting tasks.
  • Coordinate travel arrangements, itineraries, and logistics.
  • Support the preparation of financial reports or dashboards used by the Partner.
  • Skills & Qualifications

  • 3+ years of experience supporting executives, preferably in a CPA firm, financial services, or professional services setting.
  • Strong knowledge of public accounting operations (tax season schedules, engagement deadlines, client deliverables—preferred).
  • Advanced proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) and accounting firm software.
  • Exceptional organization, attention to detail, and follow-through.
  • Excellent written and verbal communication skills.
  • Ability to manage multiple deadlines in a high-pressure, fast-paced environment.
  • Professional demeanor and commitment to confidentiality.
  • Create a job alert for this search

    Executive Assistant • Birmingham, AL, US

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