
Project Coordinator
24 hours ago
About the Role
We are seeking a highly organized Project Coordinator / Executive Assistant to support a boutique CPA firm providing financial statements, tax preparation, tax planning, and advisory services. This role is ideal for a professional who can balance administrative, project management, and partner support duties while ensuring efficiency across the firm. The candidate will work closely with the two partners and team members to coordinate projects, streamline workflows, and manage personal and professional tasks for leadership.
Key Responsibilities Project Coordination & Management
● Oversee and track progress of client deliverables and internal projects.
● Maintain task lists, timelines, and ensure deadlines are met.
● Coordinate communication between partners, CPA, and tax preparer.
● Assist with workflow optimization and reporting. Executive & Administrative Support
● Provide personal assistant support to firm partners (scheduling, follow-ups, reminders).
● Manage calendars, appointments, and internal communications.
● Prepare documents, reports, and ensure files are properly organized.
● Support event or meeting coordination when needed. Confidentiality & Compliance
● Handle sensitive client and firm data with discretion.
● Adhere to cybersecurity and data protection protocols.
● Ensure compliance with firm's internal controls and security standards.
Must-Have Qualifications
● 3–5 years of experience as a Project Coordinator, Executive Assistant, or Administrative Manager.
● Strong organizational and multitasking skills.
● Proficiency with project management tools (e.g., Trello, Asana, Notion) and MS Office/Google Workspace.
● Excellent communication skills (written & verbal).
● High degree of confidentiality and professionalism.
● Ability to work in Eastern Standard Time (EST) business hours for coordination.
Nice-to-Have Skills
● Background in accounting, finance, or tax services.
● Experience working in a professional services environment (CPA, law firm, consulting).
● Familiarity with workflow automation or CRM tools
$500 - $700 a monthWhy Join Assist World?
100% REMOTE
$50 birthday bonus
$200 testimonial bonus
$300 tenure bonus every 6 months
$500 entry monthly raffle
NO TRACKER. NO PROBLEM
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