Job Title: Virtual Executive Assistant
Location: Remote (Philippines, Central America/Latin America)
Working Hours: Central Time Zone
About the Company
We are a growing CPA firm in Texas managing over 3,000 clients annually across various segments (individuals, SMBs, and other business types). We pride ourselves on delivering exceptional service while building a collaborative and efficient team culture.
As our firm continues to scale, we are looking for a highly organized and proactive Executive Assistant to support our leadership team and help create operational excellence across the organization.
About the RoleWe are seeking an experienced Executive Assistant to provide high-level administrative support to six partners across our accounting firm.
This is a true Executive Assistant role requiring strong organizational skills, excellent communication, attention to detail, and the ability to manage competing priorities across multiple executives. You will serve as a key coordination point for calendars, communications, meetings, and administrative workflows.
The ideal candidate is proactive, resourceful, tech-savvy, and thrives in a fast-paced professional services environment.
Current Technology StackFirm-Wide
Karbon
AccountGroove
Microsoft Office
Google Workspace
Claude
Manage calendars for six partners
Coordinate internal and external meetings
Schedule client calls and appointments
Manage inboxes and email communications
Assist with task management and workflow tracking within Karbon
Organize and maintain partner schedules and priorities
Coordinate recurring meetings and firm events
Prepare meeting agendas and follow-up action items
Support document preparation and administrative projects
Assist with travel arrangements when needed
Monitor deadlines and ensure timely completion of administrative tasks
Help improve administrative processes and workflows
Minimum 3+ years of Executive Assistant experience
Experience supporting multiple executives simultaneously
Excellent written and verbal English communication skills
Strong calendar and email management experience
Exceptional organizational and time-management skills
Ability to prioritize competing requests effectively
Strong attention to detail
Proficiency with Microsoft Office and Google Workspace
Ability to work independently with minimal supervision
Experience supporting partners, executives, or leadership teams in a professional services firm
Experience working in accounting, legal, consulting, or financial services environments
Familiarity with Karbon or other practice management software
Experience supporting multiple stakeholders simultaneously
Experience with AI productivity tools and workflow automation
Experience working with U.S.-based businesses
Professionalism and discretion
Ownership mentality
Strong communication skills
Organization and prioritization
Proactive problem-solving
Adaptability and flexibility
Relationship management
Technology adoption mindset
Success in this role means helping six partners stay organized, responsive, and focused on client work by ensuring calendars, communications, scheduling, and administrative workflows operate seamlessly.
Skills Required
- Minimum 3+ years of Executive Assistant experience
- Experience supporting multiple executives simultaneously
- Excellent written and verbal English communication skills
- Strong calendar and email management experience
- Exceptional organizational and time-management skills
- Ability to prioritize competing requests effectively
- Strong attention to detail
- Proficiency with Microsoft Office and Google Workspace
- Ability to work independently with minimal supervision
- Experience supporting partners, executives, or leadership teams in a professional services firm
- Experience working in accounting, legal, consulting, or financial services environments
- Familiarity with Karbon or other practice management software
- Experience with AI productivity tools and workflow automation
- Experience working with U.S.-based businesses
What We Do
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