Executive Administrative Assistant

About Us

Lasko Accounting & Tax Services, PLLC is a rapidly expanding CPA firm based in the United States that provides accounting, payroll, tax, and advisory services to various businesses nationwide.

Role Overview

We are seeking a diligent, proactive, and detail-focused Executive Administrative Assistant to provide support to our firm's leadership and ensure smooth operational workflows.

Key Responsibilities

• Manage executive calendars and coordinate scheduling.
• Organize and monitor executive email inboxes efficiently.
• Respond promptly and professionally to client communications via email, Zoom Phone, and website inquiry forms.
• Arrange meetings, prepare agendas, and document meeting notes.
• Follow up with clients on requested documents and outstanding items.
• Assist in preparing engagement letters and onboarding new clients.
• Maintain and update client records systematically.
• Manage tasks and workflow processes using Canopy software.
• Coordinate activities with payroll, accounting, and tax departments.
• Maintain internal standard operating procedures (SOPs) and documentation.
• Track deadlines and ensure projects are completed on time.
• Handle sensitive and confidential information with utmost professionalism.
• Perform other administrative duties as assigned.

Required Qualifications and Experience

• At least 3 years experience as an Executive or Administrative Assistant.
• Exceptional written and verbal communication skills in English.
• Strong organizational skills and efficient time management.
• Ability to manage multiple priorities independently with minimal supervision.
• Great attention to detail.
• Proficient with Microsoft Office and Google Workspace applications.
• Experienced in virtual meeting platforms such as Zoom and Microsoft Teams.
• Comfortable adapting to new software rapidly.
• Experience with Canopy software is mandatory.
• Previous support for executives within professional services or accounting firms is strongly preferred.
• Familiarity with CRM and document management tools.
• Experience utilizing electronic signature platforms like DocuSign or equivalent.

Preferred Additional Qualifications

• Experience interacting with clients based in the United States.
• Background in project coordination.
• Knowledge of accounting or bookkeeping principles.

Candidate Profile

• Highly organized, reliable, and proactive.
• Client-focused and professional demeanor.
• Trusted to maintain confidentiality.
• Capable of working independently with minimal guidance.
• Strong communication skills that represent the firm with professionalism.

Work Schedule and Employment Details

• Full-time role with remote work options.
• Working hours are Monday through Friday, 8:00 AM to 5:00 PM Eastern Standard Time.