Executive/Personal Assistant

Executive/Personal Assistant

We are looking for a highly organized, fast-learning professional who enjoys helping people, creating order, and supporting a high-performing team.

Plack Group is a boutique tax and advisory firm serving high-income individuals and business owners across the United States from our Bel AIR, MD office. Our clients value thoughtful communication, attention to detail, and exceptional service; not rushed, transactional interactions.

This role supports both the owner and the broader team through a mix of executive support, client communication, operational coordination, and light tax-related administration.

What You’ll Do

• Manage schedules, priorities, and communication for the owner
• Serve clients professionally by phone, email, and video
• Organize documents, workflows, and internal processes
• Help process tax returns and client documents
• Send documents for electronic signature and track completion
• Support the team and help keep day-to-day operations running smoothly
• Assist with personal administrative tasks for the owner

Who Thrives in This Role

• Organized, detail-oriented, and dependable
• Warm, professional, and service-minded with clients
• Fast learner who enjoys mastering systems and processes
• Comfortable with direct communication and accountability
• Able to prioritize well and work without significant oversight
• Pro-active and is always looking to improve
• Enjoys variety, responsibility, and being part of a close-knit team

This Role Is NOT a Fit If You

• Prefer repetitive work with little variety
• Need constant direction to stay on task
• Dislike learning new systems or processes
• Are looking for a remote or low-interaction role

Qualifications

• Administrative, executive assistant, or operations support experience preferred
• Strong organizational and communication skills
• Experience with Google Workspace and Microsoft Office
• Comfortable learning new software quickly
• Bachelor...