Executive Assistant

Campbell & Sherbondy is seeking a highly organized, client-focused Executive Assistant to serve as the client liaison, and workflow operations coordinator for the firm. This individual will be responsible for managing the in-office client experience, overseeing physical and digital tax document intake, supporting new client onboarding and sales coordination, and ensuring a seamless transition from client inquiry to completed service delivery. This role will play a critical part in developing, documenting, implementing, and enforcing Standard Operating Procedures (SOPs) and company policies to improve consistency, accountability, and operational excellence across the firm. The ideal candidate combines professional front-office presence, elite communication skills, strong administrative discipline, and process leadership capabilities . Tax Document Intake, Scanning & Workflow Support Receive, organize, scan, and securely upload physical tax documents Ensure all scanned files are complete, clear, searchable, and properly labeled Maintain document naming conventions and client folder standards Identify missing forms, notices, signatures, or supporting records Coordinate follow-up with clients to resolve missing documentation quickly Protect physical originals through secure return or storage procedures Support workflow handoff to tax preparation and advisory teams New Client Intake, Sales Support & Onboarding Respond to new client inquiries and help guide prospects through the onboarding process Assist with scheduling consultations and follow-up communications Support engagement letter preparation, payment collection, and CRM setup Onboard new tax, bookkeeping, payroll, and advisory clients Explain firm processes, portal usage, and document requirements Support client retention and cross-service opportunities SOP Development, Policy Creation & Process Enforcement This is a critical leadership function of the role. Create, document, and continuously improve Standard Operating Procedures (SOPs) for front office, client intake, document management, onboarding, and communication workflows Help leadership translate operational goals into documented procedures and office standards Assist in drafting, implementing, and rolling out new company policies Ensure team adherence to established SOPs, workflows, and client communication standards Identify process breakdowns and proactively recommend improvements Train team members on updated workflows and procedural changes Maintain version control and accessibility of SOPs and policy documentation Support leadership in building a scalable, repeatable client service model Qualifications Required 3+ years of executive assistant, office manager, front desk, or operations support experience Experience working in a CPA, tax, legal, financial, or professional services environment strongly preferred Strong experience creating and implementing SOPs or internal process documentation Exceptional written and verbal communication High attention to detail and document accuracy Strong organizational and multitasking ability Confidence handling confidential financial and tax information Proficiency with CRM systems, document management tools, and Microsoft Office / Google Workspace Preferred Experience in tax office workflow or accounting firm administration Familiarity with client portals, e-signature tools, and tax software workflows Experience supporting policy rollout or compliance initiatives Basic sales coordination or intake conversion experience What Success Looks Like Success in this role means: clients feel taken care of immediately physical converted to digital documents flawlessly onboarding is fast and professional no workflow steps are missed SOPs reduce mistakes and improve speed new policies are actually adopted by the team leadership has visibility into bottlenecks and improvements This hire is not just administrative support. They are the face of the office, the protector of workflow quality, and the enforcer of scalable process discipline . A strong performer here will directly improve: turnaround times client retention referral growth internal accountability tax season efficiency firm scalability

Pay:

$15.00 - $18.00 per hour Expected hours: 40.0 per week

Benefits:

Dental insurance Health insurance Life insurance Paid time off Retirement plan Vision insurance

Work Location:

In person