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Executive Assistant To CEO

Zelin & Associates CPA
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Remote (New York, NY, USA)
Nov 10, 2026
Accounting Full-Time

About Us

Zelin & Associates CPA, LLC is a boutique, full-service CPA firm in Midtown Manhattan that has served individuals, small businesses, and nonprofit organizations throughout New York and New Jersey since 2008. We are known for personalized, responsive service and quality work delivered on time.

The Role

This is not a traditional administrative position. We are looking for an assistant with an accounting background who combines executive support, strong organization, sound judgment, and business process automation skills.
You will be the Managing Partner’s central point of organization and follow-through, keeping priorities clear, commitments tracked, and deadlines met so the Managing Partner can stay focused on clients, technical work, and firm growth. Just as important, you will look at how work gets done and ask, “Is there a better way to do this?”

What You Will Do

  • Manage the Managing Partner’s calendar, meetings, and priorities, and prepare agendas and background materials for meetings.
  • Triage the daily inbox, flag what needs immediate attention, and make sure follow-up happens.
  • Monitor the Managing Partner’s timesheet so time is recorded accurately and promptly.
  • Track deadlines, client deliverables, open items, and follow-ups, and spot problems before they become urgent.
  • Serve as the communication hub among the Managing Partner, staff, clients, vendors, and outside professionals.
  • Coordinate firm projects and follow up with team members on outstanding items.
  • Document and improve procedures, checklists, and recurring workflows.
  • Find repetitive work and standardize or automate it, including client follow-ups, document collection, approvals, and deadline tracking.
  • Provide extra hands-on support during busy periods and filing deadlines.

What You Bring

  • Accounting background. Experience in accounting, bookkeeping, tax, audit, or a CPA firm. You do not need to be a CPA, but you should understand tax filings, document requests, and regulatory deadlines well enough to recognize what is urgent. Candidates with only general administrative experience are unlikely to be a fit.
  • Process automation. Demonstrated experience improving processes and building automated workflows, not just performing repetitive tasks.
  • Microsoft 365. Proficiency in Outlook, Excel, Teams, SharePoint, Power Automate, and Forms, plus Microsoft Copilot or similar AI tools.
  • Executive support. Experience supporting a partner, owner, or senior executive.
Also valued
  • Experience with BigTime, Trello, or similar practice-management and workflow tools.
  • Clear, professional writing and excellent discretion with confidential client information.
  • A habit of following through without reminders, and the judgment to tell what is urgent from what can wait.

How We Work

  • Structured onboarding. You will start with a defined set of core responsibilities: calendar and meeting preparation, daily check-ins, inbox and client follow-up tasks, and firm systems. Each new responsibility moves from learn to practice to demonstrate to own, and your role expands as you show accuracy and reliability.
  • Regular communication. Brief daily priority check-ins, end-of-day updates on progress and roadblocks, and regular progress reviews.
  • Deadline-driven workload. Working hours and coverage will be set at the start of the engagement. During tax season and other peak deadlines, we need someone willing to put in additional hours when reasonably necessary.

Room to Grow

As the firm grows, this role can expand into broader operations leadership, including improving firm-wide systems and overseeing additional administrative support.

How to Apply

Send your resume with a brief note explaining how your accounting background, executive-support experience, and process automation work make you a strong fit. Please include a specific example of a workflow you built or improved.
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About Zelin & Associates CPA
Tax Season Administrative Assistant needed to support fast growing accounting firm in Midtown Manhattan. The position could lead to a full-time permanent position. Need pro-active, competent, confident, and skilled individual with 1+ years of experience to assist with the tax preparation process including scanning documents provided by the client in our office, organizing files and documents, review timesheets for accurate entry, onboarding new clients, assembling tax returns for mailing, handling incoming/outgoing mail via post office/FedEx/Messenger, deposit checks. Must be proficient in ALL MS Office programs, including Outlook, Teams, excel and word. Must be a team player. QuickBooks knowledge a plus. Knowledge of accounting is a big plus! College degree required. Position is on-site.
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