OTBTAX · 2 days ago
Executive Assistant to Chief Executive Officer
Greer, SC
Full-time
Onsite
Entry, Mid Level
$18/hr - $19/hr
2+ years expOTBTAX is looking for an Executive Assistant to support the CEO and Tax Strategy Department. The role involves project management, client assistance, and maintaining effective communication on behalf of the CEO, ensuring smooth daily operations and efficiency within the company.
AccountingConsultingFinance
Responsibilities
The majority of this position will be project management and supporting the CEO for meetings, note taking, follow-up, booking travel, and responding to client questions
Daily assistance with client needs, responding to client questions, emails, and operations support
Some travel may be required, must be flexible to assist the CEO where needed or during events
Personal assistance will also be required for ad hoc items to support the CEO where needed
Must be reliable, on-time and with a positive attitude - this position impacts the CEO and therefore the entire company, and helps ensure efficiency
Ensures effective communication on behalf of the CEO to the rest of the Company for schedules, meetings, events, changes, deadlines, etc
Serve as the primary liaison with outside vendors for the CEO
Coordinate annual scheduling of speaking engagements with tax season deadlines
Maintain accurate office records, filing systems, and databases, ensuring confidentiality of sensitive information
Assist with invoice processing for tax strategy and sales items, expense reporting, and ad hoc entry items for operations as needed
Actively identifies opportunities to improve office processes, systems, and workflows
Qualification
Required
2+ years in office administration, coordination, or a customer service related role
Experience in Google Workspace
Strong interpersonal skills
Ability to work independently and as part of a team
Professional demeanor
Effectively manages multiple priorities, deadlines, and projects in a fast-paced environment
Demonstrates clear, professional, and courteous communication skills, both verbal and written
Anticipates issues and proactively identifies solutions to ensure smooth office operations
Provides excellent service to employees, leadership, vendors, and guests
Maintains professionalism and composure when handling changing priorities or urgent matters
Handles sensitive information with discretion and trustworthiness
Works effectively across departments to support organizational goals
Ensures accuracy and quality in work products, documentation, and processes
Preferred
QuickBooks experience, processing invoices is a plus
Experience in family-owned businesses and working with small to medium sized businesses
Previous Executive Assistant to CEO position in an office environment supporting CEO objectives and acting on behalf of the CEO for scheduling, communication, client support, or operations follow-up
Associates degree or higher in business, customer service, data management, or related fields
Benefits
Accrual of Sick and Vacation time
Palmetto Proactive Healthcare (OTB pays 75% of this)
Medical cost sharing with Sedera
Options for Dental and Vision coverage through Guardian
100% coverage of Life Insurance and Short/ Long Term Disability insurance through Guardian
Company
OTBTAX
At OTB Tax, we believe business owners deserve to keep more of what they earn.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Courtney Epps
Owner
Recent News
Company data provided by crunchbase