Executive Assistant to the Owner – CPA Firm
W E Stevens PC · Omaha, NE · Full-time · On-site
Pay: $25–$30 per hour, depending on experience
About us
W E Stevens PC is an established CPA firm that has served individuals and businesses for more than 30 years. We're a close-knit team of 13 handling tax, bookkeeping, advisory and IRS representation work. We run the firm on the Entrepreneurial Operating System (EOS), so expectations are clear, meetings have a purpose and everyone knows how their work fits in.
The role
We're looking for a friendly, organized and dependable Executive Assistant to support the firm's owner. You'll be his right hand: managing his time, keeping things moving and often being the first person clients and staff talk to. If you enjoy people, like staying a step ahead and take pride in getting details right, you'll fit in well here.
What you'll do
- Manage the owner's calendar, appointments and meetings, and keep his priorities on track - Serve as a warm, professional point of contact for clients by phone, email and in person - Coordinate client meetings, follow-ups and document requests - Draft, proofread and organize correspondence, engagement letters and other documents - Track deadlines, action items and to-dos, and follow up so nothing slips - Work with team members across the firm to keep projects and communication moving - Help prepare for weekly team meetings and keep track of action items - Handle confidential client and firm information with discretion - Take on special projects, light research and administrative tasks as needed
What we're looking for
Required
- Strong people skills: warm, patient and professional with clients and coworkers - Excellent communication, both written and spoken - Highly organized and able to juggle several priorities - Sound judgment and the ability to keep sensitive information confidential - Reliable, proactive and comfortable working independently - Comfortable with email, calendars and basic office software (Microsoft 365 or Google Workspace)
A plus
- 2+ years in an administrative, executive assistant or client-facing role - Experience in a CPA, accounting, legal or other professional services office - Comfort learning new software; familiarity with TaxDome, practice management or CRM tools, or AI productivity tools - Some knowledge of EOS or a similar business framework - Interest in technology and helping a team work more efficiently
What we offer
- $25–$30 per hour, depending on experience - Health insurance - 401(k) retirement plan - Paid time off (PTO) - Paid holidays - Section 125 cafeteria plan (pre-tax benefits) - A stable, long-established firm with a supportive small-team culture - Direct work with the owner and real exposure to how a professional firm runs - Full-time, Monday–Friday, on-site at our Omaha office
How to apply
Apply here with your resume. A short note about why this role interests you is welcome.
W E Stevens PC is an equal opportunity employer.
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