THE WANDERING CPA

EXECUTIVE ASSISTANT

Are you someone who:

• Takes ownership of every detail, ensuring nothing falls through the cracks?
• Thrives in a high-energy, fast-paced environment where you can support a visionary leader?
• Loves the challenge of creating seamless experiences by managing emails, calendars, and processes?

If so, this role could be exactly what you’re looking for! You notice what others miss and anticipate needs before they’re spoken. Supporting others energizes you because you know your work lifts burdens, reduces stress, and keeps everything moving forward. Resourceful, tech-savvy, and proactive, you always find ways to improve workflows and create efficiencies.

At a fast-paced and rapidly growing CPA firm, you bring professional maturity, incredible follow-through, and zero excuses to everything you do. You adapt quickly to change, stay calm under pressure, and focus on outcomes. In this role, you’ll thrive as the administrative backbone of our growing firm, supporting both a visionary leader and the broader team, ensuring every detail is handled with precision.

RESPONSIBILITIES

• Take full ownership of the Visionary’s inbox, ensuring all emails are addressed or delegated, maintaining zero unresolved items, and proactively updating the visionary to prevent anything from falling through the cracks
• Manage the Visionary’s calendar by understanding her cadence and priorities, proactively aligning schedules with her ideal weekly structure, and communicating changes or conflicts in advance
• Coordinate travel arrangements for the Visionary to minimize time spent on logistics and ensure plans are streamlined and effective
• Serve as the primary point of contact for administrative client communications, ensuring timely responses, professional follow-ups, and escalation of issues when necessary
• Fully own CRM admin tasks, including creating and maintaining templates, workflows, and task assignments to support team accountability and ensure no details are missed
• Prepare, finalize, and organize client-facing materials, such as engagement letters, sales proposals, and TRs, ensuring all documents are accurate, accessible, and delivered on time
• Handle administrative communications, including messages and mail processing, to maintain timely responses and prevent delays in documentation or workflow
• Develop and refine operational processes, such as client disengagement workflows, scheduling automation, and team capacity planning, ensuring smooth and efficient execution
• Proactively manage office supply inventory to meet team needs without interruption
• Gather and organize key information for the CPA, ensuring workflows are streamlined and operational bottlenecks are avoided
• Proactively identify and implement administrative efficiencies, focusing on accuracy, detail, and tech-driven solutions to support the firm during periods of fast growth
• Take on administrative responsibilities with a focus on detail, efficiency, and proactive support, ensuring all tasks are completed accurately and aligned with the firm’s scaling needs

** This is a hybrid role based in Delaware, OH**

QUALIFICATIONS

Required

• 3+ years in an executive assistant, administrative assistant, or similar role
• Experience managing calendars, inboxes, and scheduling
• Experience managing and maintaining project management software or CRMs to support team workflows and processes
• Competent in managing email, phone, and other interactions in a B2B or client services environment

Preferred

• Experience in public accounting support roles
• Experience supporting entrepreneurs or visionary leaders
• Experience working in a small business environment
• Experience in remote or hybrid work settings
• Experience working in a fast-growing environment
• Practice management software experience

THE COMPANY – The Wandering CPA

The Wandering CPA specializes in providing tax advisory services that go beyond compliance. Led by an entrepreneur serving entrepreneurs, we speak the same language as our clients. We guide them through strategic tax planning, financial clarity, and long-term growth. Our passion is helping like-minded business owners reach their financial goals by becoming their trusted advisor and long-term strategic CPA.

WHY WORK WITH US?

The entrepreneur behind The Wandering CPA is driven, passionate, and clear on her vision. She’s known for respecting the expertise of her team and empowering them to take full ownership of their roles. If you’re someone who loves to support a leader who knows what they want and values your skills, this is the perfect place for you!

Here’s what makes working with us exciting:

• We’ve 10x’ed and are on track to do it again - growth like this means there’s always something new to tackle
• We’re not just another accounting firm
• We challenge the norm and do things differently
• We value personal and professional growth
• We’re future-focused and proactive
• Our clients are proactive, fun, and great to work with
• We’re an independent, virtual team that values autonomy and flexibility
• There’s room to grow with us as we expand and achieve new goals

Core Values:

Our philosophy is centered around putting Clients F.I.R.S.T., ensuring that we deliver high-impact tax advisory services with respect, innovation, and responsibility.

1. F = Family We support a work-life balance and flexible work options to maintain a healthy and positive workplace culture.
2. I = Innovative We encourage curiosity and adaptability, welcoming change and seeking out creative ways to enhance client service.
3. R = Ready to Learn Our team members are committed to personal and professional growth. They embrace opportunities to learn and help others achieve their goals.
4. S = Standards We uphold high performance in our work, timely responses, and respectful interactions with clients and colleagues.
5. T = Take Responsibility Accountability is at our core. We take ownership of our work, celebrating achievements and addressing challenges head-on.

Salary: $65,000 - $75,000

Benefits: Medical insurance stipend and 401k

Own the details and support our growing business – Apply Today!

JOB CODE: The Wandering CPA