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Take Your Career to the Next Level by Joining the
Summersgill CPA Team!

Please submit your resume with a cover letter to: office@summersgillcpa.com

Thank you for your interest in joining our team!

Executive Assistant
  • Qualifications
  • Bachelor’s degree preferred, but not required
  • 2 years’ marketing and or admin experience preferred, but not required
  • High level of attention to detail and organizational skills
  • Excellent written and verbal communication skills
  • Ability to multitask and handle multiple projects at once
  • Responsibilities include:
  • Client management/oversight
  • Lead client interactions and ensure satisfaction/compliance
  • Run various accounting reports to assess clients’ financial standing
  • Utilize Microsoft Office Suite and Google products - should have intermediate skills at a minimum, as these product suites are used daily throughout all aspects of the firm
  • Light marketing
  • Utilize excellent customer service skills (especially on the phone and in client meetings)
  • Maintain brand consistency within office and across all social platforms
  • Meet firm goals by recruiting prospective clients (mostly through lead follow-up or an occasional cold call)
  • Suggest ideas for social media posts across all platforms (Instagram, Facebook, LinkedIn, & Twitter) & office events (such as birthday/anniversary celebrations, employee outings, etc.)
  • Proofread all client-facing marketing materials, such as emails to prospective/current clients, firm announcements, etc.
  • Connect with community to maintain and advance firm’s positive public image
  • General office management duties
  • Lead office efforts to streamline productivity & support firm goals
  • Possible A/P & A/R duties, such as paying bills or depositing checks in a timely manner
  • Day-to-day office duties such as client interaction/correspondence, scheduling, maintaining office supply levels, troubleshooting basic technical issues, etc.
  • Comply with all accounting and tax standards; includes ensuring other employees are up-to-date with CPA & IRS requirements (if applicable)