• Calendar & Meeting Lifecycle: Manage complex C-suite calendar, prioritizing high-value engagements and ensuring leadership is briefed and prepared for every meeting. • Communication Hub: Act as the primary gatekeeper for incoming calls and emails, filtering priorities and gathering critical data from stakeholders to keep workflows moving. • Administrative Excellence: Handle the "gears" of the executive office - from complex document management and filing to coordinating signatures and maintaining strict confidentiality. • Maintain strict confidentiality with sensitive client and business information while demonstrating professionalism. • Communicate with clients regarding questions, updates, and relevant matters related to their cases. • Project Oversight: Own the lifecycle of internal projects, tracking milestones, managing deadlines, and ensuring team accountability from planning to execution. • Workflow Optimization: Constantly look for ways to streamline "how we work" within Google Workspace and our internal project tools. • Research & Organization: Conduct deep-dive research to support internal operations and strategic initiatives, presenting findings in organized, actionable formats.

• Lead complex private equity fund audits including multi-tier structures, SPVs, co-investment vehicles, and management companies. • Provide technical leadership in investment company accounting, fair value measurements, and fund economics. • Oversee audit engagements from planning through completion, ensuring high-quality deliverables and regulatory compliance. • Advise clients on valuation methodologies, fund structures, and accounting implications of investment transactions. • Maintain deep knowledge of GAAP, investment company accounting, and alternative asset fund reporting. • Provide guidance on: - Fair value measurements (ASC 820) - Capital account mechanics including waterfall allocations and carried interest - Management fee and expense structures • Support the development of internal technical expertise and mentor team members on complex valuation and audit topics. • Lead strategic initiatives to grow the private equity audit practice. • Transition and manage an existing book of business while cultivating new client relationships. • Develop relationships with fund managers, institutional investors, fund administrators, legal counsel, and valuation specialists. • Identify and pursue opportunities to cross-sell services across tax and advisory practices. • Serve as a trusted advisor to General Partners, CFOs, and fund leadership teams. • Provide proactive insight into accounting developments, fund operations, and industry trends. • Strengthen the firm’s position as a trusted partner across the entire fund lifecycle. • Experience recruiting, developing, and mentoring a dedicated private equity fund audit team. • Foster a collaborative, entrepreneurial culture focused on excellence and innovation. • Support career development pathways for audit professionals interested in alternative investments.

• Supporting impactful projects that make a difference for our country • Responsible for ongoing maintenance of Planet’s operational presence within the Microsoft Partner Program and Microsoft Partner Center • Ensuring accuracy, partner program compliance, incentives alignment, and solution ‑ play enablement

Role Description We are looking for a high-impact Executive Assistant/Project Manager to act as a strategic partner and collaborator with our C-level team. This role is designed for a "force multiplier", someone who can seamlessly blend high-level executive support with Project Management. If you are a process-oriented professional who thrives on keeping things organized, are excellent at closing loops, and ensuring no project milestone is missed, you’ll fit right in. We need someone proactive, tech-savvy, and ready to navigate high-level operations in a fast-paced environment. WHAT YOU WILL BE DOING - Executive Support & Strategic Coordination - Calendar & Meeting Lifecycle: Manage complex C-suite calendar, prioritizing high-value engagements and ensuring leadership is briefed and prepared for every meeting. - Communication Hub: Act as the primary gatekeeper for incoming calls and emails, filtering priorities and gathering critical data from stakeholders to keep workflows moving. - Administrative Excellence: Handle the "gears" of the executive office - from complex document management and filing to coordinating signatures and maintaining strict confidentiality. - Maintain strict confidentiality with sensitive client and business information while demonstrating professionalism. - Communicate with clients regarding questions, updates, and relevant matters related to their cases. - Project Management & Operations - Project Oversight: Own the lifecycle of internal projects, tracking milestones, managing deadlines, and ensuring team accountability from planning to execution. - Workflow Optimization: Constantly look for ways to streamline "how we work" within Google Workspace and our internal project tools. - Research & Organization: Conduct deep-dive research to support internal operations and strategic initiatives, presenting findings in organized, actionable formats. Qualifications - At least three (3) years of solid experience as an Executive Assistant or Project Manager, specifically supporting teams or managing operational projects. - Project & Sales Mindset: Strong time-management skills with the ability to organize, track, and drive multiple projects and sales tasks to completion simultaneously. - Technical Proficiency: Power user of Google Workspace; ability to quickly master CRM software, AI tools, and Project Management tools (e.g., Asana, Monday, or ClickUp). - Adaptability: A "wearer of many hats" who can pivot from administrative filing to high-level problem-solving without missing a beat. - Communication: Exceptional verbal and written skills, with the ability to adjust tone and style for diverse audiences—from interns to C-suite. - Traits: Meticulous attention to detail, process-oriented, and a proactive problem-solver who anticipates needs before they are even voiced. - Reliability: Absolute discretion with sensitive business information and a commitment to punctual, consistent performance. Requirements - Minimum Technical and Work Environment Requirements: - Internet Connection: - Primary internet connection with a minimum speed of 15 Mbps. - Backup internet connection with at least 10 Mbps. - Backup connection must be capable of supporting work during a power outage. - Primary Device: - Desktop or laptop equipped with at least: - Intel Core i5 (8th generation or newer), Intel Core i3 (10th generation or newer), AMD Ryzen 5, or an equivalent processor. - A minimum of 8 GB RAM. - Backup Device: - Must meet or exceed the performance of an Intel Core i3 processor. - Must be functional during power interruptions. - A functioning webcam. - A noise-canceling USB headset. - A quiet, dedicated home office space. - Peripherals and Workspace: A smartphone for communication and verification purposes. Benefits - Join Our Dynamic Team: Experience our fun, inclusive, innovative culture that values your unique contributions and supports your professional growth. - Embrace the Opportunities: Seize daily chances to learn, innovate, and excel. Make a real impact in your field. - Limitless Career Growth: Unlock a world of possibilities and resources to propel your career forward. - Fast-Paced Thrills: Thrive in a high-energy, engaging atmosphere. Embrace challenges and reap stimulating rewards. - Flexibility, Your Way: Embrace the freedom to work from home or any location of your choice. Create your ideal work environment. - Work-Life Balance at Its Best: Say goodbye to stressful commutes and hello to quality time with loved ones. Achieve a healthy work-life integration to perform at your best.