MTE Financial Group

Firm Office Coordinator/ Executive Assistant

Carthage, MS, USPosted 8 days ago

Job Description

Firm Operations Coordinator / Executive Assistant

Company: MTE Tax AdvisorsLocation: Carthage, MS (In-Office Preferred | Hybrid Considered for the Right Candidate)Job Type: Full-TimeSalary: Starting at $35,000 annually + (Based on Experience)

Build Something Bigger Than a Job

At MTE Tax Advisors, we’re building more than a tax office.

We help business owners reduce taxes, increase profitability, navigate IRS issues, and build long-term financial success through bookkeeping, payroll, tax planning, IRS representation, and proactive advisory.

As our firm has grown, we’ve realized we need someone who is passionate about creating order, protecting client relationships, and helping a business operate with excellence.

This is not a traditional Executive Assistant position.

This is an opportunity to become the operational heartbeat of a growing advisory firm and help build the systems that will shape our future.

If you love organizing, solving problems, improving processes, and making sure nothing falls through the cracks, we would love to meet you.

About the Position

Your mission is simple

Help create an exceptional client experience by ensuring work moves efficiently, clients are cared for, deadlines are protected, and our team can focus on serving clients instead of putting out fires.

You won’t be expected to prepare tax returns or provide tax advice.

Instead, you’ll become the person who keeps projects moving, communicates with clients, coordinates workflows, and helps create systems that allow our firm to grow.

What You’ll Do

Your responsibilities will include

Client Experience

  • Coordinate new client onboarding
  • Schedule meetings and manage calendars
  • Follow up with clients regarding missing documents
  • Prepare client meeting folders
  • Ensure every client knows where they are in the process
  • Maintain excellent client communication

Operations

  • Manage TaxDome workflows and projects
  • Track deadlines and client deliverables
  • Organize IRS re...

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