**Employment Type: Part-Time to Full-Time**
**About the Company**:
We are a small, high-performing CPA firm affiliated with a nationally recognized wealth advisory network.
Specializing in strategic tax planning and proactive wealth-building strategies, we work with entrepreneurs, investors, and high-net-worth individuals to help them achieve their financial goals.
Our team is committed to excellence, confidentiality, and delivering tailored solutions that make a real impact.
**Position Overview**:
**Key Responsibilities**:
**Executive & Administrative Support**
- Manage calendars and scheduling for the firm owner and team
- Book travel and accommodations for conferences and meetings
- Prepare agendas, take meeting notes, and follow up on action items
- Manage internal task boards using tools such as Asana, ClickUp, or Trello
**Client Coordination**
- Onboard new clients, including gathering documents and setting expectations
- Maintain CRM with accurate, up-to-date client information
- Schedule strategy sessions, tax planning meetings, and regular check-ins
- Handle client communications, reminders, and follow-ups




- Assist with document requests and secure file sharing
- Highly organized, detail-oriented, and proactive
- Excellent written and verbal communication skills
- Tech-savvy and experienced with cloud-based tools (e.g., Google Workspace, Zoom, CRM platforms)
- Experience supporting executives or professionals in financial, legal, or advisory services
- Trustworthy with handling sensitive and confidential information
- Bonus: Familiarity with accounting, tax terminology, or financial planning
- 3 to 5 years of experience in a similar role, preferably with an accounting background
**Why Join Us**:
- Work with a collaborative and mission-driven team
- Flexible remote work environment
- Opportunities to grow within a firm that values precision and client impact
- Play a key role in helping clients build lasting wealth
Tipo de puesto: Tiempo completo
Sueldo: $33,****** - $40,****** al mes
Ventajas:
- Vales de despensa
Lugar de trabajo: Empleo presencial

📌 Executive Assistant (Zapopan)
🏢 Intugo
📍 Zapopan