Executive Assistant & Client Change Professional

Atlanta, GA - USA

Monthly Salary: Not Disclosed

Posted on: 09-11-2025

Vacancies: 1 Vacancy

Job Summary

Our Operations department is seeking an Executive Assistant & Client Change Professional to join the team. The ideal candidate will be experienced in handling a wide range of administrative and executive support-related tasks and will be able to work independently with little or no supervision. This person must be exceedingly well-organized flexible and enjoy the administrative challenges of supporting a team within a large department.

Responsibilities of this position include:

Draft revise and format professional correspondence reports and presentations.

Manage distribution of advisory engagement letters and coordinate document requests.

Organize and maintain client document retention systems including light data analysis and entry.

Track and update due date reports for team members; follow up to ensure timely completion and accuracy.

Coordinate calendars and schedule internal/external meetings; arrange meals when needed.

Provide general administrative support as requested by team members.

Maintain and update client contact information across all relevant systems.

Enter expenses for Principals and assist with time entry as needed.

Arrange travel plans and itineraries for all levels including CPE training and client meetings.

Foster professional relationships with clients and colleagues.

Proactively seek opportunities to support the team and take on cross-functional responsibilities.

Apply creative and solution-oriented problem-solving skills.

Handle sensitive client information with discretion and confidentiality.

Manage multiple projects simultaneously with a high level of attention to detail.

Upload relevant documents into SurePrep.

Perform monthly reconciliations of company credit card transactions.

Assist with check processing as needed.

Refresh dashboards to ensure up-to-date reporting.

Serve as the Tax client change representative updating all related platforms and assisting with Assurance and Advisory PE entries.

Create Tax iChannel client profiles.

Act as CRM administrator; troubleshoot entries perform data cleanup and ensure platform accuracy.

Triage assign and complete requests within the FinOps Request Center.

Generate ad hoc reports upon request.

Support special projects as they arise.

In addition the skills needed include:

Bachelors degree and/or 3 years of related experience.

Advanced proficiency in Microsoft Word Excel Outlook and PowerPoint.

Required Experience: