Executive Assistant at NAVOLIO & TALLMAN LLP

Walnut Creek, California, United States -

Full Time

Start Date

Immediate

Expiry Date

09 Oct, 26

Salary

0.0

Posted On

11 Jul, 26

Experience

5 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Calendar Management, Travel Logistics, Client Relationship Management, Microsoft Office Suite, Administrative Support, Communication, Time Management, Organization, Discretion, Professionalism, Project Coordination, Document Management

Industry

Accounting

Description

Description Navolio & Tallman LLP is seeking a highly organized, proactive, and client-focused Executive Assistant to support firm Partners in our Walnut Creek office. This role plays a critical part in ensuring seamless day-to-day operations, delivering exceptional client service and supporting a fast-paced public accounting environment where excellence is the standard and relationships come first. The ideal candidate thrives in a dynamic setting, can manage multiple priorities with precision, and demonstrates professionalism, discretion, and strong interpersonal skills. You will play a key role in fostering a high-touch, people-first experience for both clients and internal teams, ensuring communication is thoughtful, responsive, and aligned with our commitment to excellence. This position operates in a fast-paced, deadline-driven environment (particularly during peak tax season) and requires flexibility to maintain a hybrid or in-office presence aligned with firm needs. Responsibilities Provide high-level administrative support to Direct Partner and/or executive team Manage complex calendars, scheduling meetings and travel logistics Prepare meeting materials, agendas, and track follow-up action items Screen, prioritize, and manage communications on behalf of executives, as needed Serve as a point of contact for clients, ensuring a professional and responsive experience Coordinate client communications, document requests, engagement timelines, and onboarding processes Maintain accurate client records and support ongoing relationship management Manage multiple priorities simultaneously in a fast-paced, deadline-driven environment Support firm-wide initiatives, special projects, and cross-functional coordination Provide occasional office support for the Walnut Creek location Handle highly sensitive financial and client data Requirements Exceptional organizational, time management, and communication skills, with a strong attention to detail and a proactive, solutions-driven mindset Demonstrates professionalism, discretion, and the ability to handle confidential information Self-motivated and capable of working independently while maintaining a strong client-service focus and building meaningful relationships Proficiency in Microsoft Office Suite (Outlook, Excel, Word, PowerPoint) Qualifications 5+ years of experience in an Executive Assistant or senior administrative role Experience in a public accounting firm or professional services environment strongly preferred

Responsibilities

Provide high-level administrative support to firm Partners, including complex calendar management and travel logistics. Serve as a primary point of contact for clients to ensure a professional and responsive experience.