Executive Assistant

PIM Tax Services is aboutiquetax practiceprimarilyserving active-duty military and veteran and we need an Executive Assistant to support Paul Allen founder of PIM TaxServicesand founder of the Military Qualified FinancialPlanner(MQFP)CertificationProgram.

This role touches everything: calendar management inboxorganization and prioritization(triage) travel booking client document handling and drafting responses on Pauls behalf to an audience ofclients team members and otherfinancial between strategic support and hands-onexecution adapting as the day problem-solving and attention to detailscounts for more here than any singlesoftwaretool skill. We can teach systems; wecantteachdiscretion.

Werea small highly collaborative team working across both virtual and in-person settings. The person in this seat communicates proactively works independently with light supervision and treats every request whether from Paul or a teammate as an open loop untilitsclosed.

• Part-time to start with growth toward full-time within a year

• Primarily in the Virginia Beach office with occasional remote work as needed

• W-2 $22-24/hour based on experience plus bonus potential

• Currently supports PIM Tax with the role envisioned to eventually support Paulacrossmultipleorganizations

• Multi-partinterview process

• Initial written interview after resume submission

• Virtual interview

• Paid sample work

• Final interview

• Expected start date in October

Applications closeAugust 24th. First-round interviews follow shortly after.

1. Complete thisExecutive Assistant Applicationwith a few background questions and upload your documents as PDFs.

1. Submit a resume and cover the letter name three qualities or experiences that make you a fit for this role and for PIM Taxs outline why you are interested in working HERE.

Skip theboilerplate. We want to know what excites you about this role not a polished version of you.

PIM Tax Servicesprovidesequal employment opportunity to all applicants without regard to race color religion sex national origin age disability or any other characteristic protected by law.

This position initially supports Pauls work at PIM Tax Services with responsibilities expanding over time to include MQFP andother roles. The Executive Assistant will:

• Manage Pauls calendar across three organizations coordinate meetings protect focus timeidentifyscheduling conflicts and ensure he is prepared for upcoming commitments.

• Coordinate travel arrangements itineraries reservations meetinglogistics and related documentation.

• Monitor and organize Pauls inboxes distinguish urgent matters from routine correspondence andmaintaina reliable follow-up system.

• Draft proofread and format routine emails letters announcements and other communications for Pauls review or approval.

• Track requests commitments deadlines and delegated work until each item is completed or intentionally closed.

• Prepare concise daily or weekly summaries of priorities upcoming meetings unresolved questions and items requiring Pauls attention.

• Organize information from emails meetings documents and conversations into clearaccurate and current summaries.

• Prepare meeting agendas gather relevant background materials take notes when requested and distribute action items and follow-up reminders.

• Serve as a communication link between Paul team members clients vendors professional colleagues and other stakeholders.

• Handle sensitive personal client business taxfinancial-planning and compliance information with absolute discretion.

• Maintain organized electronic and physical records using consistent file names folder structures and document-retention procedures.

• Learn andmaintainworking knowledge of the systems used across the three organizations including Microsoft Outlook Teams and organization-specific client and workflow platforms.

• Identifyincomplete information conflicting instructions approaching deadlines and potential problems before they require Pauls direct intervention.

• Develop checklists templates standard operating procedures and other systems that make recurring work more consistent and efficient.

• Assistwith special projects research event coordination presentations forms spreadsheets and other administrative needs as they arise.

• Authorized to work in the US andable to pass a background check

• Outstanding grammar writing and editing skills

• Genuine interest in personal finance tax preparationandmilitary life

• Working knowledge of military life and terminology (PCS TDY TSP DFAS LES SGLI CZTE SBP)

• Customer service experience (priorexecutive assistantexperience a plus notrequired)

• Strong emotional literacy: naming and processing emotions handlingfeedbackand conflict directly and constructively

• Independent task and calendar management with the judgment to know when to ask for help

• Comfortable in a smallhybridteam; resourceful and willing to wear multiple hats

• Tech-savvy with strong problem-solving instincts

• Proficient with Microsoft Office (Outlook Teams)and comfortable exploring AI tools

• Uncompromising attention to detail and absolute discretion with confidential information

• Self-motivatedin ahybrid (primarilyoffice occasionalremote)settingwith minimal oversight

• Sharp attention to detail and strong written communication

• Buildsprocessessystemsand structure to manage complexity

• Adapts quickly picks up new tools fast and takes initiative without being told

• Finds genuine satisfaction in a long to-do list and the follow-through to clear it

• Reads what someoneactually needs not just what they asked for

• Favors direct communication and takes feedback as readily as gives it

Priorexecutive assistantexperience supporting a founder or working at a small business is preferred. Customer service or operations backgrounds with a demonstrated record of ownership and follow-through are also welcome. A genuine drive to help people get what they need to succeed translates directly to this role.A passion to servethe military community

Ifyouvetaken either assessment: traits that tend to fit includehighFollow Thru on the Kolbe Index and high S and/or C required knowledge justusefulcontext.