Personal Assistant to President/CEO of High-Growth CPA Firm

Somich & Associates CPAs
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Job Description

Job Title: Personal Assistant 

Location: Willoughby, Ohio / Onsite 

Type: Full-Time / Non-Exempt 

Department: Administration 

Position Summary 

The Personal Assistant will provide high-level administrative, organizational, and operational support to the President.  The ideal candidate is proactive, detail-oriented, highly organized, professional, and thrives in a fast-paced environment.  

Key Responsibilities 

  • Manage calendars, appointments, meetings, and deadlines to maximize leadership effectiveness 

  • Coordinate travel arrangements (both work and personal) and itineraries 

  • Prepare correspondence, reports, presentations, meeting agendas, and documents 

  • Assist with client communications and scheduling 

  • Support onboarding processes for new clients 

  • Coordinate internal and external events, meetings, and Firm initiatives 

  • Serve as a liaison between President, department heads, and staff 

  • Coordinate leadership meetings, retreats, and planning sessions 

  • Assist with special projects, reporting, and workflow improvements 

  • Maintain organized filing systems (electronic and physical) 

  • Track projects, deadlines, and task follow-ups 

  • Run personal errands 

  • Assist with scheduling and managing personal administrative and private estate needs 

  • Handle confidential information with discretion and professionalism  

Qualifications & Skills 

  • 3+ years of personal assistant, administrative, or executive assistant experience 

  • Experience supporting Partners and/or Executives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred  

  • Strong organizational and time-management skills 

  • Excellent written and verbal communication abilities 

  • High level of discretion and professionalism 

  • Ability to anticipate needs and work proactively 

  • Tech-savvy: MS 365, Google Workspace, scheduling software, CRM systems  

Key Competencies 

  • Strong attention to detail 

  • Proactive problem-solving 

  • Excellent interpersonal and communication skills 

  • Adaptability in fast-paced environments 

  • Professional judgment and confidentiality  

Benefits & Perks 

  • Competitive compensation 

  • Health, dental, and vision insurance 

  • Paid time off and holidays 

  • Retirement plan with employer contribution 

  • Professional development opportunities 

  • Supportive, collaborative firm culture 

Contact Information