Executive Assistant (Virtual) for Growing CPA Firm

About the role

We are looking for a proactive, detail‑oriented Executive Assistant to support the leadership team of a fast‑growing CPA firm. This virtual position is ideal for a highly organized professional who thrives in a client‑focused environment and can manage administrative and operational tasks independently.

Key responsibilities

• Manage calendars, scheduling, and email communications for firm leadership.
• Maintain and update CRM records in HubSpot, creating contacts, companies, and deals from meeting notes and AI‑generated summaries.
• Create and edit client‑facing proposals and presentations using Canva.
• Update internal workflow systems, budgets, and administrative records.
• Assist with process improvements and identify opportunities to streamline operations.
• Provide general executive and administrative support as needed.

Required profile

• 3–5+ years of experience as an Executive Assistant, Virtual Assistant, or similar administrative role.
• Excellent written and verbal English communication skills.
• Strong organizational abilities with exceptional attention to detail.
• Experience supporting professional services firms (accounting, legal, consulting) is strongly preferred.
• Comfortable interacting with clients and maintaining a high level of professionalism.

Required skills

• HubSpot CRM
• Canva
• Google Workspace
• Project‑management platforms (e.g., Asana, Trello)