Somich & Associates CPAsisagrowing CPA and advisory firm focused on delivering exceptional client service while building a modern, people-first professional services organization.We pride ourselves on collaboration, accountability, innovation, and continuous improvement.We areseekinga highly organized, proactivePersonal Assistantto support ourPresidentand help keep daily operations running smoothly.

Position Summary

The Personal Assistant will provide high-level administrative, organizational, and operational support tothe 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 deadlinesto maximize leadership effectiveness

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

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

• Assistwith client communications and scheduling

• Support onboarding processes fornewclients

• Coordinate internaland externalevents, meetings, andFirm initiatives

• Serve as a liaison betweenPresident,department heads, and staff

• Coordinate leadership meetings, retreats, and planning sessions

• Assistwith special projects, reporting, and workflow improvements

• Maintain organized filing systems (electronicand physical)

• Track projects, deadlines, and task follow-ups

• Runpersonalerrands

• Assistwith scheduling andmanagingpersonal administrativeand private estateneeds

• Handle confidential information with discretion and professionalism

Qualifications& Skills

• 3+ years ofpersonal assistant,administrative,orexecutive assistant experience

• Experience supportingPartnersand/orExecutives in a professional services environment (CPA firm, law firm, consulting firm, or similar) preferred
  
• Strong organizational and time-management skills

• Excellentwritten and verbal communication abilities

• High levelof discretion and professionalism

• Abilitytoanticipateneeds and work proactively

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

Key Competencies

• Strong attention to detail

• Proactive problem-solving

• Excellentinterpersonaland communicationskills

• 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