Executive Assistant

About the Role

Gurian CPA Firm is looking for an Executive Assistant to support our founder and owner in one of the most important parts of the business: our client relationships.

This is not a traditional executive assistant role. Most of your time won't go to calendars and travel. You will extend the founder's reach into a client base of several hundred accounts. You will stay in regular contact with clients, keep the founder informed about how each relationship is doing, and make sure every client need is met across our operations, accounting, and tax teams.

Our founder built this firm on the belief that a client should never have to choose between being treated well and having their work done right. In this role, you help him keep that promise to every client, every time.

What You'll Do

Support the founder

• Serve as the founder's primary point of contact for client relationship matters, and keep him informed about client satisfaction, open issues, and emerging concerns.
• Prepare regular updates on the health of the client base, including what's going well, what needs attention, and what needs his direct involvement.
• Handle follow-up on the founder's behalf so that commitments made to clients are kept.
• Manage the founder's calendar, correspondence, or meeting scheduling.

Stay ahead of client needs

• Make regular, proactive phone calls to clients to check in on how we're serving them. You will make a high volume of calls every day.
• Recognize early signs of dissatisfaction, such as a delayed response, an unanswered question, or a missing document, and address them before the client has to raise them.
• Identify clients who may be at risk of leaving and opportunities for additional work, and bring both to the founder's attention.

Coordinate across the firm

• Route client needs to the right team member in operations, accounting, or tax, and follow each item until it is resolved.
• Work with department managers to resolve issues, and escalate to the founder when needed.
• Handle smaller items directly when that is the fastest right answer.
• Report recurring gaps and work with the team to close them, offering practical suggestions along the way.
• Keep accurate records of client contacts, open items, and outcomes.

Who We're Looking For

• Experience as an executive assistant, client relations professional, account manager, or in a similar role that combines executive support with client-facing responsibility
• Discretion and sound judgment. You will know what the founder needs to hear immediately, what can wait for a regular update, and what you can resolve yourself.
• Genuine comfort on the phone. You should be warm, professional, and at ease talking with clients all day.
• Strong follow-through. You can manage many open items at once, and none of them slip.
• The ability to work alongside colleagues in every department and raise issues in a way that gets them fixed without creating friction
• Proficiency with Microsoft Office and comfort learning new systems

Accounting experience is not required. We train everyone on how our firm works.

Schedule

Full-time and in-office in Addison, TX.

Pay: $57,000.00 - $63,000.00 per year

Work Location: In person