Project Coordinator / Executive Assistant - Remote

Overview

We are seeking a highly organized Project Coordinator / Executive Assistant to support a boutique CPA firm providing financial statements, tax preparation, tax planning, and advisory services. This role is ideal for a professional who can balance administrative, project management, and partner support duties while ensuring efficiency across the firm.

In Short

• Oversee and track progress of client deliverables and internal projects.
• Maintain task lists, timelines, and ensure deadlines are met.
• Coordinate communication between partners, CPA, and tax preparer.
• Assist with workflow optimization and reporting.
• Provide personal assistant support to firm partners.
• Manage calendars, appointments, and internal communications.
• Prepare documents, reports, and ensure files are properly organized.
• Support event or meeting coordination when needed.
• Handle sensitive client and firm data with discretion.
• Adhere to cybersecurity and data protection protocols.

Requirements

• 3–5 years of experience as a Project Coordinator, Executive Assistant, or Administrative Manager.
• Strong organizational and multitasking skills.
• Proficiency with project management tools (e.g., Trello, Asana, Notion) and MS Office/Google Workspace.
• Excellent communication skills (written & verbal).
• High degree of confidentiality and professionalism.
• Ability to work in Eastern Standard Time (EST) business hours for coordination.

Benefits

• Opportunity to work closely with firm partners.
• Engagement in a dynamic and supportive work environment.
• Potential for professional development in project management.
• Flexible working arrangements.
• Exposure to diverse financial and advisory services.