Explore a Career with ATAX Chattanooga

Position Overview:
We are seeking a dynamic and highly organized Executive Assistant to support our busy accounting and tax firm. This is not your average admin role — we’re looking for someone who is tech-savvy, thrives in a fast-paced environment, and can think three steps ahead. If you're a proactive problem solver who can juggle multiple tasks while keeping client satisfaction a top priority, we’d love to meet you.

Key Responsibilities:

• Manage incoming phone calls and emails with professionalism and efficiency

• Greet and assist clients who visit the office, ensuring a welcoming experience

• Keep our CRM and client management systems consistently updated

• Track client communications and follow-ups to support timely service

• Prepare and send out birthday cards and thank-you notes to clients

• Handle scheduling and calendar coordination for the leadership team

• Assist in maintaining organized digital and physical filing systems

• Prepare and mail tax documents, engagement letters, and client packets

• Support basic reporting and data entry for bookkeeping or tax-related tasks

• Monitor office supplies and ensure the workspace is clean, efficient, and organized

• Anticipate administrative needs of the CPA and team, ensuring seamless daily operations

Preferred Skills & Qualifications:

• Experience in a professional office setting, ideally in financial services or a client-based business

• Quick learner with strong proficiency in Microsoft Office, Google Workspace, and CRM systems

• Excellent communication and interpersonal skills — client experience is everything here

• Ability to self-manage and prioritize multiple tasks independently

• Comfort with new technology and willingness to learn industry tools quickly

• General knowledge of bookkeeping, accounting, or tax prep is a plus, but not required

• High level of integrity, discretion, and attention to detail

Why Join Us:

• Be part of a purpose-driven firm that helps individuals and businesses succeed

• Work in a collaborative environment that values growth, innovation, and initiative

• Opportunity to gain hands-on exposure to the world of accounting and financial consulting

• Competitive pay and professional development opportunities