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.