Executive Virtual Assistant (US-Based Accounting Firm)

5+ years of professional experience in executive support, administration, or related field. Fluency in English and Spanish (written and spoken). Proficiency in Microsoft Office Suite, particularly Excel. Hands-on experience with Slack and Outlook. Familiarity with tax return processes and accounting support. Strong experience organizing and maintaining digital files and firm records (cloud-based systems). Experience coordinating signatures, DocuSign, and e-filing confirmations. Proactive problem-solving ability.

Manage client intake, onboarding, and communication. Schedule meetings and manage executive's calendar. Track tax return, accounting, and project deadlines. Prepare and update weekly status reports. Maintain organized client files and firm records. Coordinate signatures, DocuSign, and e-filing. Prepare engagement letters and track renewals. Draft invoices and track accounts receivable. Act as central communication point between offshore staff and internal team.