The person in this role will work directly with the Managing Partner and closely with the Director of Operations, supporting priorities across firm operations, recruiting and personnel matters, internal accounting, marketing, scheduling, and special projects.
The position is designed for someone who wants broad exposure to how a growing professional-services firm operates and who has the ability and interest to assume greater responsibility over time.
What You’ll Do
The Executive Operations Associate r will assist the Managing Partner with day-to-day priorities and help ensure that projects, commitments, and follow-up items continue moving forward.
Responsibilities may include:
- Coordinate the Managing Partner’s calendar, meetings, appointments, priorities, and follow-up items.
- Help organize daily and weekly priorities and track important projects through completion.
- Attend selected internal and external meetings, document decisions and action items, and coordinate follow-up.
- Assist with recruiting activities, including job postings, applicant screening, interview scheduling, candidate communication, reference coordination, onboarding, and related hiring activities.
- Assist with personnel administration, employee records, benefits and payroll coordination, policies, and other HR-related matters.
- Work closely with the Director of Operations on workflow, deadlines, internal projects, administrative priorities, and implementation of firm initiatives.
- Prepare correspondence, reports, spreadsheets, presentations, meeting materials, and internal documentation.
- Assist with development and maintenance of firm policies, procedures, checklists, and operating systems.
- Support website updates, social media, professional outreach, community involvement, and other marketing initiatives.
- Assist with special projects involving firm growth, technology, client service, staffing, and operational improvement.
Accounting & Financial Responsibilities
Depending upon experience, the position may also assist with accounting functions for the firm and, from time to time, selected client matters, including:
- Accounts payable and vendor management.
- Accounts receivable, billing, and collections support.
- Bank and credit-card reconciliations.
- General ledger entries and account maintenance.
- Payroll administration and payroll-related accounting.
- QuickBooks Online and QuickBooks Desktop.
- Financial reporting and month-end close activities.
- Other bookkeeping and accounting projects as needed.
The candidate may also provide support during tax season and assist with tax-related projects appropriate to the individual’s experience.
Qualifications
A bachelor’s degree is preferred. Degrees in accounting, finance, business administration, management, or a related field are particularly relevant.
An accounting degree is a strong plus, but we are equally interested in candidates who demonstrate strong business judgment, organization, initiative, and the ability to learn quickly.
Preferred experience includes:
- QuickBooks Online and/or QuickBooks Desktop.
- Bookkeeping or general accounting.
- Accounts payable and accounts receivable.
- Payroll processing or payroll administration.
- Microsoft Office, particularly Excel, Outlook, and Word.
- Recruiting, HR administration, project coordination, or professional-office operations.
- Working knowledge of individual or business taxation or experience working with tax returns.
- Experience in an accounting firm, CPA firm, professional-services business, or other deadline-driven environment.
What We’re Looking For
The successful candidate will be someone who:
- Is highly organized and able to manage multiple priorities.
- Follows through without requiring constant reminders.
- Communicates professionally and promptly.
- Is comfortable working directly with firm leadership.
- Can handle confidential employee, client, and financial information appropriately.
- Notices problems and takes initiative to help solve them.
- Is comfortable shifting between administrative, accounting, operational, and project-based work.
- Can distinguish between something that requires immediate attention and something that can wait.
- Is willing to learn unfamiliar tasks and become increasingly independent.
- Is dependable and understands that consistent attendance and responsiveness are important in a deadline-driven professional firm.
Growth Opportunity
This position is intended to be more than an administrative support role.
The successful candidate will have direct exposure to firm leadership and the opportunity to develop experience in business operations, accounting, tax, personnel management, recruiting, marketing, client service, and strategic projects.
As the individual demonstrates capability and judgment, the role can expand significantly. We are looking for someone who wants to become an important part of the firm’s long-term operation rather than simply perform a fixed list of administrative tasks.
Messer & Company, LLC is a growing CPA and advisory firm serving individuals, closely held businesses, nonprofit organizations, and other clients in South Carolina, West Virginia, and beyond.
Our services include tax preparation and planning, accounting and client accounting services, payroll and compliance support, financial reporting, and business advisory services.
We are building a firm focused on strong client relationships, proactive service, accountability, professional growth, and practical financial guidance.
