Executive Assistant/Practice Coordinator

Executive Assistant & Practice CoordinatorCompany Overview

LibertyTax Senior Accountants and CFO Advisor, LLC
Rx Senior Accountant and Strategic CFO Advisor, LLC

Join a dynamic and growing strategic CFO advisory practice specializing in comprehensive financial services for pharmacy owners and diverse industry clients. Our practice provides high-level accounting, tax preparation, strategic business advisory, and financial consulting services with a focus on helping businesses optimize their financial performance and growth.

Position Summary

We are seeking a versatile and proactive Executive Assistant & Practice Coordinator to serve as the operational backbone of our practice. This role requires a self-motivated professional who can seamlessly manage diverse responsibilities across client services, business development, administrative operations, and strategic support. The ideal candidate will thrive in a dynamic environment while maintaining exceptional attention to detail and client service standards.

Key ResponsibilitiesClient Services & Support (40%)

• Review and enter client tax returns with accuracy and attention to detail
• Manage bookkeeping and data entry for client accounts
• Conduct preliminary auditing and financial record reviews
• Coordinate client communications via phone and email
• Schedule and coordinate client meetings and consultations
• Assist with strategic advisory presentations and materials

Business Development & Marketing (30%)

• Execute comprehensive marketing strategies across multiple channels
• Create engaging content for email marketing, Facebook, TikTok, LinkedIn, Instagram, YouTube, Twitter, and Reddit
• Develop and implement social media campaigns that drive client acquisition
• Conduct targeted cold calling and email campaigns to prospective clients
• Identify and pursue new client opportunities, particularly in pharmacy and healthcare sectors
• Coordinate and support attendance at networking events and industry conferences
• Create and distribute weekly newsletters and marketing materials
• Maintain and update client prospect databases
• Monitor social media analytics and optimize content performance

Administrative & Operations Management (30%)

• Manage all filing systems and document organization (digital)
• Handle incoming phone calls and email correspondence
• Coordinate interviews and onboarding processes
• Provide administrative support for training sessions and advisory events
• Maintain practice management systems and client databases
• Prepare reports and presentations for client meetings
• Support event planning and coordination

Required QualificationsEssential Skills & Experience

• Administrative Excellence: 3+ years of executive assistant or administrative coordination experience
• Financial Acumen: Experience with bookkeeping, tax preparation software, or accounting systems (QuickBooks, Drake, ProSeries, etc.)
• Social Media Expertise: Strong experience creating content across multiple platforms including email marketing, Facebook, TikTok, LinkedIn, Instagram, YouTube, Twitter, and Reddit
• Communication Skills: Exceptional written and verbal communication abilities
• Technology Proficiency: Advanced Microsoft Office Suite, CRM systems, and social media management platforms
• Client Service Orientation: Proven track record of professional client interaction and relationship management
• Self-Sufficient: Ready to hit the ground running with minimal training required
• Technical Operations: Ability to efficiently manage calls through Talkroute, schedule and edit meetings via Zoom or Calendly, and communicate via instant messages instead of phone calls for urgent matters and clarifications
• Creative Problem-Solving: Ability to think creatively and handle situations independently after two to three weeks of training
• Content Creation: Quick learner who can effectively create email and social media content using platforms like Constant Contact and other relevant systems
• Multi-tasking Excellence: Can multitask efficiently and thrive in a fast-paced environment while taking initiative and confidently leading work responsibilities

Preferred Qualifications

• Experience in accounting, tax preparation, or financial services industry
• Knowledge of pharmacy or healthcare business operations
• Background in marketing or business development
• Familiarity with regulatory compliance requirements
• Associate's degree in Business, Accounting, or related field

Essential Competencies

• Multi-tasking Mastery: Ability to manage diverse responsibilities simultaneously while maintaining quality standards
• Detail-Oriented: Exceptional accuracy in financial data entry and document management
• Proactive Initiative: Self-starter who anticipates needs and takes ownership of projects
• Professional Discretion: Handle confidential financial and business information with absolute integrity
• Adaptability: Comfortable working in a fast-paced, evolving practice environment
• Relationship Building: Natural ability to build rapport with clients and prospects across diverse industries
• Independent Operator: Ready to hit the ground running with minimal supervision and training required
• Digital Marketing Savvy: Deep understanding of social media algorithms, content creation, and online engagement strategies
• Leadership Mindset: This role demands ambition, a go-getter mindset, and strong leadership. The ideal candidate will possess a humble attitude while demonstrating lion-hearted determination to take initiative
• Accountability & Growth: Confident in taking charge, unafraid to own mistakes, and proactive in making corrections with guidance
• Boss Mentality: Takes initiative and confidently leads work and surroundings with true leadership presence

Compensation Structure

$18-20/hour - For candidates with:

• Strong administrative experience but limited financial services background
• Willing to learn tax software and bookkeeping systems
• Some marketing/social media experience
• Strong experience in email, Facebook, TikTok, LinkedIn, Instagram, YouTube, Twitter, Reddit content creation

$22-24/hour - For candidates with:

• 2-3 years financial services or accounting experience
• Proficiency with QuickBooks, tax software, or similar systems
• Proven business development or marketing track record
• Client relationship management experience
• Advanced social media content creation and marketing campaign experience

$25-26/hour - For candidates with:

• 3+ years in accounting/tax preparation
• Healthcare or pharmacy industry experience
• Demonstrated success in business development
• Can hit the ground running with minimal training
• Expert-level social media marketing with proven ROI results

What We Offer

• 100% Remote Position with flexible work arrangements
• Competitive salary commensurate with experience
• Opportunity to work directly with a Certified Strategic CFO Advisor
• Exposure to diverse industries with focus on pharmacy and healthcare sectors
• Professional development opportunities in financial services and business advisory
• Flexible, collaborative work environment
• Opportunity for growth as the practice expands

Preference for candidates located in South Carolina and the following counties: Florence County, Richland County, for occasional in-person meetings and local networking opportunities.

Reporting Structure

This position reports directly to the Certified Strategic CFO Advisor and will work closely on all aspects of practice operations, client services, and business development initiatives.

Ready to join a growing practice where your diverse skills will be valued and your professional growth supported?

If this sounds like you, submit your application today! We want to hear from you!

Job Types: Part-time, Internship

Pay: $18.00 - $26.00 per hour

Expected hours: 20 per week

Benefits:

• Flexible schedule

Schedule:

• Day shift
• Monday to Friday

People with a criminal record are encouraged to apply

Application Question(s):

• Do you reside in Florence County?
• Can you commit to meeting every Thursday?
• Did you know this is a part-time role? It involves 20 hours per week, with payments issued every two weeks.
• Do you take initiative and confidently lead your work and surroundings like a true boss?
• Are you skilled at handling multiple tasks simultaneously and thriving in a fast-paced environment?
• Are you a quick learner who can efficiently create email and social media content using platforms like Constant Contact and other relevant systems?
• Are you able to manage calls through Talkroute, schedule and edit meetings via Zoom or Calendly, and communicate via instant messages instead of phone calls for urgent matters and clarifications? Can you think creatively and handle situations independently after two to three weeks of training?

This role requires ambition, a go-getter attitude, and strong leadership. The ideal candidate will have a humble attitude while possessing the lion-hearted determination to take initiative. I am looking for someone who is confident in taking charge, unafraid to own their mistakes, and proactive in making corrections with guidance. If this sounds like you, submit your application today!

Work Location: Remote