Executive Assistant to CPA / Client Services Coordinator Position Available In Broward, Florida
Tallo's Job Summary: We are hiring an Executive Assistant to CPA / Client Services Coordinator at Whittmarsh in Hallandale Beach, FL. This full-time position offers a salary of $60,000 annually. The role involves managing client communications, scheduling, administrative tasks, and supporting the firm owner. Qualified candidates should have prior executive assistant or client service experience, excellent communication skills, and be proficient in handling multiple priorities.
Job Description
Executive Assistant to CPA / Client Services Coordinator Whittmarsh Hallandale Beach, FL 33009
Job Title:
Executive Assistant to CPA /
Client Services Coordinator Location:
Hallandale Beach, FL Type:
Full-Time Compensation:
$60,000 annually
About Us:
We are a fast-growing, client-focused accounting firm based in Hallandale Beach, FL, dedicated to delivering exceptional service to small businesses and individuals. As our firm expands, we are looking for a dependable and detail-oriented Executive Assistant to support the firm owner and help ensure efficient communication and operations.
Job Overview:
We’re seeking a proactive and professional Executive Assistant to act as the right hand to the CPA/owner. This individual will manage client communications, coordinate scheduling, handle essential administrative tasks, and serve as a buffer to protect the owner’s time and focus. The ideal candidate is organized, customer-focused, and confident in dealing with high-demand clients with professionalism and tact.
Key Responsibilities:
Communicate with clients via phone, email, and text in a courteous and timely manner Manage the CPA’s calendar and schedule client appointments Assist with administrative duties such as: Setting up legal entities Filing annual reports Organizing and maintaining digital documents Act as a gatekeeper to minimize distractions and protect the CPA’s workflow Draft and send basic client communications Track client requests, deadlines, and follow-ups
Qualifications:
Prior experience in an executive assistant, client service, or administrative role Excellent written and verbal communication skills Strong attention to detail and ability to manage multiple priorities Professional and calm under pressure, especially when working with demanding clients Tech-savvy with experience using calendar systems, cloud storage, and email platforms Experience in accounting, legal, or other professional services fields is a plus
Job Type:
Full-time Pay:
$60,000.00 per year
Schedule:
Monday to Friday On call Ability to
Commute:
Hallandale, FL 33009 (Required) Ability to
Relocate:
Hallandale, FL 33009: Relocate before starting work (Required)
Work Location:
In person
