Executive Assistant & Client Relationship Manager
AB & Associates, Inc. an Accountancy Corporation, Los Angeles, California, United States, 90079
We are a growing boutique CPA and advisory firm serving high-net-worth individuals, business owners, and families. We are seeking a highly organized, accountable, and client-focused
Executive Assistant
to provide top-level support to firm leadership while playing a critical role in managing day-to-day client communication and experience. This role requires exceptional attention to detail, sound judgment, and a high level of care. The ideal candidate is proactive, polished, and thrives in a fast-paced professional services environment where client service, responsiveness, and follow-through are paramount. Responsibilities
Executive Support
Provide high-level administrative support to firm leadership Manage executive calendars, scheduling meetings, deadlines, and priorities Prepare executives for meetings by organizing materials, agendas, and briefing notes Organize meeting notes, internal memos, and professional correspondence Respond to emails and document requests on behalf of executives with professionalism and discretion Client Relationship
Serve as a primary point of contact for select high-net-worth individual tax clients Manage day-to-day client communication, including scheduling, document requests, and follow-ups Deliver a high-touch, white-glove client experience with timely, thoughtful, and polished communication Proactively track outstanding items and ensure clients are guided through the tax process smoothly Coordinate client needs with internal tax, bookkeeping, and payroll teams Anticipate client concerns and elevate issues appropriately to leadership Office & Workflow Coordination
Help manage workflows, deadlines, and task tracking across the firm Maintain accurate records in client management and workflow systems Ensure follow-ups are completed and nothing falls through the cracks Support firm operations, internal projects, and process improvements as the firm continues to grow Qualifications
Bachelor’s degree or equivalent professional experience 3+ years of experience as an Executive Assistant, Client Services Coordinator, Office Manager, or similar role Experience in a CPA firm, law firm, financial services, or professional services environment strongly preferred Proficiency in Microsoft Office Suite (Outlook, Word, Excel) Exceptional organizational skills with the ability to manage multiple priorities and deadlines Strong written and verbal communication skills with a polished, professional tone High level of accountability, follow-through, and ownership Detail-oriented with a client-first mindset and high standards for service Why Join Us
Work closely with firm leadership in a growing boutique CPA practice Be a trusted, central figure in both executive support and client relationships Competitive compensation based on experience Opportunity to grow into a senior operations or client-facing leadership role
#J-18808-Ljbffr
Executive Assistant
to provide top-level support to firm leadership while playing a critical role in managing day-to-day client communication and experience. This role requires exceptional attention to detail, sound judgment, and a high level of care. The ideal candidate is proactive, polished, and thrives in a fast-paced professional services environment where client service, responsiveness, and follow-through are paramount. Responsibilities
Executive Support
Provide high-level administrative support to firm leadership Manage executive calendars, scheduling meetings, deadlines, and priorities Prepare executives for meetings by organizing materials, agendas, and briefing notes Organize meeting notes, internal memos, and professional correspondence Respond to emails and document requests on behalf of executives with professionalism and discretion Client Relationship
Serve as a primary point of contact for select high-net-worth individual tax clients Manage day-to-day client communication, including scheduling, document requests, and follow-ups Deliver a high-touch, white-glove client experience with timely, thoughtful, and polished communication Proactively track outstanding items and ensure clients are guided through the tax process smoothly Coordinate client needs with internal tax, bookkeeping, and payroll teams Anticipate client concerns and elevate issues appropriately to leadership Office & Workflow Coordination
Help manage workflows, deadlines, and task tracking across the firm Maintain accurate records in client management and workflow systems Ensure follow-ups are completed and nothing falls through the cracks Support firm operations, internal projects, and process improvements as the firm continues to grow Qualifications
Bachelor’s degree or equivalent professional experience 3+ years of experience as an Executive Assistant, Client Services Coordinator, Office Manager, or similar role Experience in a CPA firm, law firm, financial services, or professional services environment strongly preferred Proficiency in Microsoft Office Suite (Outlook, Word, Excel) Exceptional organizational skills with the ability to manage multiple priorities and deadlines Strong written and verbal communication skills with a polished, professional tone High level of accountability, follow-through, and ownership Detail-oriented with a client-first mindset and high standards for service Why Join Us
Work closely with firm leadership in a growing boutique CPA practice Be a trusted, central figure in both executive support and client relationships Competitive compensation based on experience Opportunity to grow into a senior operations or client-facing leadership role
#J-18808-Ljbffr