Description
Navolio & Tallman LLP is seeking a highly organized, proactive, and client-focused Executive Assistant to support firm Partners in our Walnut Creek office. This role plays a critical part in ensuring seamless day-to-day operations, delivering exceptional client service and supporting a fast-paced public accounting environment where excellence is the standard and relationships come first.
The ideal candidate thrives in a dynamic setting, can manage multiple priorities with precision, and demonstrates professionalism, discretion, and strong interpersonal skills. You will play a key role in fostering a high-touch, people-first experience for both clients and internal teams, ensuring communication is thoughtful, responsive, and aligned with our commitment to excellence. This position operates in a fast-paced, deadline-driven environment (particularly during peak tax season) and requires flexibility to maintain a hybrid or in-office presence aligned with firm needs.
Responsibilities
- Provide high-level administrative support to Direct Partner and/or executive team
- Manage complex calendars, scheduling meetings and travel logistics
- Prepare meeting materials, agendas, and track follow-up action items
- Screen, prioritize, and manage communications on behalf of executives, as needed
- Serve as a point of contact for clients, ensuring a professional and responsive experience
- Coordinate client communications, document requests, engagement timelines, and onboarding processes
- Maintain accurate client records and support ongoing relationship management
- Manage multiple priorities simultaneously in a fast-paced, deadline-driven environment
- Support firm-wide initiatives, special projects, and cross-functional coordination
- Provide occasional office support for the Walnut Creek location
- Handle highly sensitive financial and client data
Requirements
- Exceptional organizational, time management, and communication skills, with a strong attention to detail and a proactive, solutions-driven mindset
- Demonstrates professionalism, discretion, and the ability to handle confidential information
- Self-motivated and capable of working independently while maintaining a strong client-service focus and building meaningful relationships
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
Qualifications
- 5+ years of experience in an Executive Assistant or senior administrative role
- Experience in a public accounting firm or professional services environment strongly preferred
Skills Required
- 5+ years of experience in an Executive Assistant or senior administrative role
- Experience in a public accounting firm or professional services environment
- Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint)
- Exceptional organizational, time management, and communication skills with strong attention to detail
- Demonstrated professionalism, discretion, and ability to handle confidential financial and client information
- Self-motivated, able to work independently while maintaining strong client-service focus and relationship building
- Ability to maintain a hybrid or in-office presence aligned with firm needs (particularly during peak tax season)
What We Do
Navolio & Tallman LLP is a full-service boutique CPA and advisory firm headquartered in the San Francisco Bay Area, with offices in Nevada and New York. The firm specializes in comprehensive tax planning, audit, and financial advisory services, serving high-net-worth individuals and families, as well as alternative investment entities such as private equity, hedge funds, and real estate management companies.
