Roth&Co is a fast-growing mid-sized CPA firm seeking a highly organized, detail-oriented professional to support the Head of Tax Practice. This full-time role combines executive-level administrative support, departmental coordination, and accounts receivable management in a fast-paced professional environment.
What You’ll Do:
• Serve as a trusted administrative partner to the Tax Department Lead, anticipating needs and managing workflow
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Coordinate complex calendars, meetings, travel, professional (and personal) scheduling
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Manage client communications, calls, and Zoom/Teams meetings, including scheduling and setup
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Review incoming emails, prioritize action items, and ensure timely follow-up
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Support department operations, including tracking metrics, workload, and key deadlines
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Coordinate meeting logistics, agendas, materials, and follow-up tracking
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Manage accounts receivable for partner clients, including reviewing aging reports and following up on outstanding invoices
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Facilitate timely collections and maintain accurate financial documentation
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Support proposals, engagement letters, client onboarding, and special projects
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Maintain internal tracking systems and support ongoing departmental organization
What We’re Looking For:
• 2+ years of administrative experience in a fast-paced professional environment
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Strong organizational skills with the ability to manage multiple priorities simultaneously
· Excellent written and verbal communication skills
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Proficiency with Microsoft Office Suite; familiarity with financial systems or CRM tools a plus
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Strong attention to detail and a high level of accuracy
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Professional judgment, discretion, and confidentiality
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Ability to work independently while supporting senior leadership
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Adaptability and comfort managing shifting priorities
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Proactive mindset with strong follow-through and accountability
Why Roth&Co:
• Join a growing, collaborative firm with direct exposure to senior leadership
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Competitive salary: $65,000–$90,000 annually (DOE), flexible 36–40 hours per week
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Opportunity to work at the intersection of executive support, tax operations, and client finance functions
· High-impact role with visibility across the firm
