EA- Executive Assistant

Job Description

PRIMARY RESPONSIBILITIES The following functions represent key aspects of the work associated with this job title, though they do not encompass all responsibilities. • Assist Director of CPA Operations and Administration and Operations team in finding solutions to administrative needs. • Maintains a professional atmosphere in the office. • Maintains centralized email inbox requests in a timely manner. • Onboards clients into various Aldrich applications and systems. • Prepares client engagement letters. • Assists with electronic tax return filing including transmitting, logging, and tracking. • Updates appointment calendars. • Assists with firm mailings (quarterly newsletters, annual mailings, and others as necessary). • Provides other administrative support as needed.