Executive Assistant/Office Manager – Zionsville, IN

TSN Wealth & Tax Management is seeking a dual role position – an Executive Assistant/Office Manager for our Zionsville, IN office.  We are seeking a highly organized, proactive professional who has a commitment to delivering exceptional service and building lasting client and team member relationships.

This is a key role within our firm — supporting leadership, ensuring smooth day-to-day operations, and assisting with light tax and accounting duties, particularly during peak seasons.

If you thrive in a professional, client-focused environment and enjoy being the person who keeps everything running seamlessly, we would love to meet you.

What You’ll Do:

Executive Support

• Manage calendars, scheduling, and client appointments

• Prepare correspondence, reports, and meeting materials

• Coordinate internal meetings and special projects

• Maintain confidentiality with sensitive client and firm information

Office Management

• Oversee daily office operations and administrative systems

• Manage vendors, supplies, and office logistics

• Maintain organized digital and physical filing systems

• Support onboarding and internal administrative processes

• Help create a welcoming, professional office environment

Light Tax & Accounting Support

• Organize and track client tax documents

• Assist with tax return assembly and e-filing

• Maintain client records in tax and accounting software

• Provide light bookkeeping support, including data entry and reconciliations

• Assist with billing and accounts receivable follow-up

What We’re Looking For:

•  3+ years of administrative or office management experience

• Experience in a tax, accounting, or financial services environment preferred

• Strong attention to detail and organizational skills

• Proficiency in Microsoft Office (Excel, Word, Outlook)

• Comfort working in a deadline-driven environment

• High integrity and discretion when handling confidential information

• A personal commitment to biblical stewardship and integrity

• Excellent communication skills and a genuine heart for helping others

What We Offer:

• Competitive base salary
• Access to in-house tax and accounting experts
• Ongoing faith-based professional development
• Supportive, mission-minded team culture that encourages spiritual and professional growth
• Paid Time Off, Long-term disability, 401k plan and more