Executive Assistant to Head of Tax Practice

About the role

Roth&Co, a fast‑growing mid‑sized CPA firm, is looking for a highly organized Executive Assistant to support the Head of the Tax Practice. This full‑time position blends executive‑level administrative support, departmental coordination, and accounts‑receivable management in a dynamic professional environment.

Key responsibilities

• Act as a trusted administrative partner to the Tax Department Lead, anticipating needs and managing workflow.
• Coordinate complex calendars, meetings, travel, and both professional and personal scheduling.
• Manage client communications, calls, and virtual meetings (Zoom/Teams), including setup and follow‑up.
• Review incoming emails, prioritize action items, and ensure timely responses.
• Support department operations by tracking metrics, workload, and key deadlines.
• Organize meeting logistics, agendas, materials, and post‑meeting follow‑up.
• Handle accounts‑receivable for partner clients, review aging reports, and follow up on outstanding invoices.
• Assist with proposals, engagement letters, client onboarding, and special projects.

Required profile

• Minimum 2 years of administrative experience in a fast‑paced professional setting.
• Strong organizational abilities with capacity to manage multiple priorities.
• Excellent written and verbal communication skills.
• Professional judgment, discretion, and ability to maintain confidentiality.
• Self‑starter who can work independently while supporting senior leadership.
• Adaptable mindset with comfort handling shifting priorities.

Required skills

• Proficiency with Microsoft Office Suite.

What we offer

• Competitive salary ranging from $70,000 to $90,000 annually, based on experience.
• Flexible 36–40 hour work week.
• Direct exposure to senior leadership and high‑visibility projects across tax operations and client finance.
• Collaborative firm culture with growth opportunities.