Roth & Company, LLP

Compensation

Full Description

Description The Executive Assistant will provide high-level support to the Head of the Tax Department, ensuring smooth operations, organized communication, and proactive coordination across the department. This role blends administrative support, light operational oversight, and hands-on help with scheduling, follow-ups, and departmental organization. The ideal candidate is dependable, organized, pleasant to work with, and comfortable managing both professional and personal scheduling needs. Requirements • 2-4 years supporting a senior leader, partner, or executive. • Experience with scheduling, email management, and administrative coordination. • Experience with Accounts Receivable preferred. • Comfortable with Microsoft Office (especially Outlook and Excel). • Experience preparing client-facing documents is a plus. • Familiarity with CRM tools (like HubSpot) is helpful but not required. • Manage accounts receivable activities, including reviewing aging reports, following up on outstanding invoices, and reconciling payments • Facilitate timely collections with both partners and clients • Ensure accurate documentation of transactions, receipts, and financial support materials