Executive Assistant / CPA Firm - Mesa, AZ

Job Title: Executive Assistant (CPA Firm)

Location: Mesa, Arizona

Compensation: $65,000 \- $75,000 Depending on experience and performance

Job Type: Full\-time

About Legacy CPAs

Legacy CPAs is an established public accounting firm located in Mesa, Arizona. We specialize in accounting, bookkeeping, tax preparation, and tax planning for successful companies and individuals across the United States. We are seeking an organized and driven Executive Assistant to join our team and support our CEO and executive staff.

Position Overview

We are seeking a highly organized, proactive, and detail\-driven Executive Assistant to directly support an Executive member of a growing CPA and advisory firm. This role is responsible for managing the Executive's day\-to\-day operations, managing emails, debriefing after appointments, logging data into the company software, ensuring priorities are executed efficiently, and other supportive tasks for the Executive.

This is not a passive administrative role. The ideal candidate is a sharp, process\-minded operator who can anticipate needs, manage information flow, and maintain structure across a fast\-moving executive environment while also supporting accounting team workflows.

Key Responsibilities / Executive Support (Primary Focus)

Email Management

• Fully manage the Executive inbox (triage, categorize, respond when appropriate, flag priorities, forward to the team as appropriate, etc.)
• Draft and send professional communications on behalf of the Executive
• Ensure timely follow\-ups and prevent missed communications

Calendar \& Scheduling Management

• Own and optimize the calendar (internal meetings, client calls, strategic time blocking)
• Coordinate meetings with clients, partners, and internal staff

Meeting Preparation \& Debriefing

• Prepare briefing materials prior to meetings (client background, notes, objectives)
• Attend or review meetings with the Executive post meeting and provide summaries and action items
• Track and ensure completion of all follow\-ups

Executive Operations \& Workflow Management

• Act as gatekeeper and prioritization filter for Executives time
• Identify inefficiencies and implement improved systems/processes
• Maintain organization across Executive tasks, projects, and initiatives

Document \& Data Management

• Organize, create, enter, and maintain digital files across systems (CRM, document management platforms, shared drives)
• Ensure proper naming conventions, version control, and accessibility
• Prepare and format reports, proposals, client deliverables, and internal documents
• Assist with assembling financial packages, client reports, and presentations

Accounting \& Administrative Support

• Support partner accountants with tasks upon request such as but not limited to; Data entry and reconciliation support, document collection and organization, CRM and client record updates, and coordinate with internal team to ensure deadlines are met and workflows stay on track

Client \& Internal Coordination

• Serve as a point of coordination between CEO, partners, and clients
• Ensure client requests are routed, tracked, and completed efficiently
• Maintain a high level of professionalism and confidentiality in all interactions

Qualifications

• 3\+ years experience in an Executive Assistant, Operations, or Administrative role (professional services or accounting firm is a big plus)
• Strong organizational and time management skills with extreme attention to detail
• Excellent written and verbal communication skills
• Ability to manage multiple priorities and operate in a fast\-paced environment
• High level of discretion and professionalism with sensitive information
• Proficiency in tools such as:
• Email \& calendar systems
• CRM systems
• Microsoft Office
• Document management systems

Core Competencies

* Proactive Ownership – anticipates needs instead of reacting

* Structured Thinking – creates order out of complexity

* Follow\-Through – ensures nothing falls through the cracks

* Communication Clarity – concise, professional, and effective

* Process\-Oriented – continuously improves systems and workflows

What Success Looks Like

• Executive inbox is organized, prioritized, and consistently at or near zero
• Executive calendar is optimized for productivity and strategic focus
• All meetings result in clear action items with tracked follow\-through
• Documents and data are structured, accessible, and error\-free
• Accounting team workflows are supported and deadlines consistently met
• Executive is freed up to focus on high\-value strategic initiatives

Compensation

• $65,000 \- $75,000 salary based on experience
• Performance\-based bonus opportunities tied to efficiency, execution, and firm growth

Role Type

• Full\-time
• In\-office

Benefits

Legacy CPAs offers a competitive compensation package and a supportive, balanced work environment:

• Health Insurance: Medical, Dental, Life, and Vision coverage
• Paid Time Off (PTO) and Holiday Pay
• Retirement plan with company matching
• Flexible hours
• Healthy and balanced company culture

How to Apply

If you are interested in joining a professional, growth\-oriented accounting firm, please submit your resume and cover letter.

Phone screening followed by in person interviews will be conducted immediately for qualified candidates.

Work Location: Hybrid in Mesa, AZ 85203

Job Type: Full\-time

Pay: $65,000\.00 \- $75,000\.00 per year

Benefits:

• Dental insurance
• Health insurance
• Paid time off
• Retirement plan
• Vision insurance

Work Location: In person