Executive Assistant - Tax & Wealth Strategy Palm Beach Tax Advisors Fort Lauderdale, FL Job Details Full-time From $52,000 a year 16 hours ago Benefits Paid time off Qualifications Accounting systems Customer communication Teamwork Confidential information handling Microsoft Excel Email management Income tax preparation Phone communication Tax accounting Executive administrative support English Build automation AI platforms (beyond public GPTs) Accounting firm experience Organizational skills Microsoft Teams CRM system proficiency Productivity software Technical Proficiency Tax experience Full Job Description Executive Assistant Palm Beach Tax Advisors Boca Raton / Fort Lauderdale, FL Overview Join a young, forward-thinking tax planning firm growing throughout South Florida. We're looking for an organized, proactive Executive Assistant with accounting-firm experience to work directly with our founder managing relationships with high-net-worth clients. You'll own client relationships, coordinate calendars and email, maintain our database, manage documents, and support outreach to new and existing clients. This is more than an EA role—it's a chance to be part of building a firm and grow into a larger operational role as we scale. Compensation includes base salary plus performance incentives tied to new client onboarding and engagement closures. If you're reliable, detail-oriented, and want to be part of something being built, we want to hear from you. Responsibilities Applicant must have a team first attitude . We have the ability to shape and optimize the financial well being of our clients. We take that seriously. there is no task too big or too small. Applicant will be my right hand person keeping myself and the firm organized, as well as keeping clients happy. Own service pipelines and SOPs. Assist in Building and maintaining the operational playbooks that keep the firm running—service delivery workflows, intake processes, project templates, and documented procedures that scale as we grow. Manage projects end to end. Track client projects from start to finish using project management systems, coordinate timelines, manage dependencies, and keep stakeholders aligned. Manage client relationships. Be the professional first point of contact—coordinate appointments, handle follow-ups, manage document requests, track client communications, and keep relationships warm and moving forward. Own and protect the founder's calendar. Schedule meetings, Manage emails and communication and protect focus time so leadership stays on high-level work only they can do. Maintain systems and infrastructure. Organize and keep our tech stack running smoothly (CRM, accounting software, project management tools, documentation) so everything is accessible and current. Turn loose ends into finished items. Track and complete the details leadership doesn't have to hold—manage follow-throughs, deadlines, and action items across the firm. Support growth and marketing. Help coordinate and schedule social media content and assist with administrative needs for business development initiatives, with leadership approval on client-facing work. Maintain confidentiality and compliance. Manage sensitive client information, handle DocuSign coordination, expense tracking, and maintain organized filing systems with strict privacy protocols.

Experience Required:

Proven experience as an Executive Assistant or Administrative professional in an accounting firm or professional services environment. Strong organizational skills with the ability to manage multiple priorities, anticipate needs, and stay calm under pressure. Proficiency with Microsoft Office (Word, Excel, PowerPoint), CRM platforms, and accounting software (QuickBooks or similar). Excellent written and verbal communication skills; discretion and trustworthiness with sensitive information. Comfort with technology and a willingness to learn new systems quickly. Reliable and based in or commuting to Boca Raton for in-office work.

Preferred:

Social media experience, marketing exposure, familiarity with professional services workflows, or experience using AI tools (Claude, ChatGPT, etc.).

The Offer Pay:

Starting at $52,000, negotiable based on experience.

Position:

Full-time, in-office, Fort Lauderdale Office, FL. As proficiency and trust develops, the firm is open to a hybrid approach during slow seasons (including summer)

Growth:

Real opportunity to move into Operations Manager or Chief of Staff role as the firm scales. How to Apply Send your resume and a brief note answering: Where did you gain your accounting-firm or professional services experience? What is your ability or willingness to use and adopt AI into work platforms and workflows What draws you to a growing firm versus an established one?

Pay:

From $52,000.00 per year

Benefits:

Paid time off Application Question(s): Our work is seasonal. Applicant must be willing to work during heavy tax seasons and year end seasons. Firm encourages time off during slow seasonality.

Experience:

Tax accounting: 2 years (Required)

Language:

English (Required) Ability to

Commute:

Fort Lauderdale, FL 33309 (Required)

Work Location:

In person