Executive Assistant

About the role

Davidson & Company is seeking a highly organized Executive Assistant to support its Partners in a fast‑paced accounting practice. The role blends high‑level executive assistance with client service coordination, acting as a trusted partner across partner portfolios.

Key responsibilities

• Manage Partner calendars, inboxes, and communications; resolve scheduling conflicts.
• Coordinate meetings end‑to‑end, including agendas, materials, and follow‑ups.
• Prepare briefings on priorities, deadlines, and action items for Partners.
• Arrange travel, process expenses, and handle day‑to‑day administrative needs.
• Prepare and format client deliverables such as reports, presentations, and correspondence.
• Support RFPs and engagement administration in line with firm processes.
• Maintain accurate client records and monitor engagement timelines.
• Assist with work‑in‑progress reviews, billing, and draft invoices; track billing status.
• Coordinate administrative compliance tasks, including timesheets.
• Prepare and quality‑check client‑facing documents; maintain compliant digital filing systems.
• Undertake additional responsibilities to support evolving business needs.

Required profile

• 3–5+ years of experience in an executive assistant, administrative, or professional services support role (accounting firm experience preferred).
• Strong understanding of accounting firm operations such as engagement letters and billing cycles.
• Exceptional judgment, discretion, and proactive anticipation of needs.
• Ability to bring structure and efficiency to complex, deadline‑driven work.

Required skills