Executive Assistant to the Founder

Break Line Wealth + Tax | Scottsdale, AZ | Full-Time | In-Person (North Scottsdale)

Break Line Wealth + Tax is a coordinated wealth and tax planning firm built to solve the “silo tax” the hidden cost that piles up when investment, tax, estate, and business planning are handled by disconnected advisors who never talk to each other. We serve high-net-worth and ultra-high-net-worth families, entrepreneurs, real estate investors, and high-income professionals.

Our process, the  Break Line Standard , follows four disciplined steps:  Discovery, Design, Implementation, and Oversight . Clients receive a single, integrated  Break Line Blueprint , supported by a vetted network of outside professionals we call the  Break Line Collective . We’re a rapidly growing firm with offices and professionals across the country, and we’re looking for a polished, business-savvy Executive Assistant to become a key member of our executive and advisory team.

WHY BREAK LINE?

● A genuinely coordinated model.  We built the Break Line Collective to close the gap between separate advisors, and our team operates the same way internally: collaborative by design, not siloed.

●  A front-row seat to a growing firm.  Work side by side with our Founder, see how a modern wealth and tax practice runs, and help build it. Your contributions will be seen and felt every day.

●  AI-forward by design, not just in the back office.  If you know how to direct an AI tool to produce clean, polished work, and you have the judgment to verify and improve it, that’s a real advantage here.

●  A team culture built on abundance, not competition.  Wins are shared, ideas are welcomed regardless of tenure, and collaboration is genuinely rewarded.

●  White-glove is the standard.  Our clients expect a Ritz-Carlton-level experience, and you’ll be the first voice and first impression they get.

ROLE OVERVIEW:

This is a full-time, in-person Executive Assistant role based in North Scottsdale, AZ, reporting directly to our Founder. You’ll be the  organizer, gatekeeper, and quarterback for the Founder’s time, communications, and relationships, and a warm, professional first point of contact for clients and partners. This role goes well beyond administrative tasks. You’ll anticipate needs before they’re voiced, keep priorities moving, and make sure every commitment to a client or partner is followed through on, so the Founder can stay focused on strategy.

KEY RESPONSIBILITIES:

● Manage the Founder’s calendar, email, calls, and travel , protecting his time as a strategic gatekeeper

●  Serve as the first point of contact  for clients by phone and in person

●  Prepare for meetings  by researching contacts, building agendas, taking notes, and driving follow-up on action items

●  Track deadlines and deliverables  across the Founder’s priorities, and keep records, files, and documentation organized

●  Prepare expense reports  and basic operational documentation

●  Support presentations, reports, and client-facing materials

● Get to know our clients by name and by story , so you can greet them personally at events

●  Quarterback events and relationships  for clients and valued contacts

●  Facilitate communication  between the Founder and internal and external stakeholders

●  Collaborate with the operations and client services teams  on client and strategic partner initiatives

●  Manage office operations , including ordering supplies and keeping the office running smoothly

●  Assist with special projects  and help streamline systems and workflows

●  Coordinate with the compliance team  to review public postings and general communications

●  Use AI tools in your daily workflow , including drafting, research, meeting prep, and scheduling, while fact-checking and personalizing every output before it goes out

QUALIFICATIONS

● Detail-oriented to the core.  You catch what others miss, and accuracy and follow-through are second nature.

● 2+ years of executive support experience , with the systems and processes to keep a full inbox and packed calendar organized and moving

●  Strategic gatekeeper.  You know how to manage someone else’s time and what deserves their attention.

●  Excellent written and verbal communication.  You’ll interact with clients, partners, and internal teams, so a warm, upbeat, and polished presence is a must.

●  Relationship builder.  You remember people, their names, and their stories.

●  A master of initiative.  You’re a self-starter who anticipates needs, prioritizes multiple tasks, and thrives in a fast-paced, founder-led environment.

●  Tech-savvy.  Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Teams), AI tools, and software such as Salesforce and Canva.

●  Discretion and integrity.  You’ll handle sensitive client and financial information, and confidentiality is non-negotiable.

●  Preferred:  experience supporting executives in financial services, tax, legal, or professional services, and an associate or bachelor’s degree in business, communications, or a related field (or equivalent experience)

●  Mind Reader.  You can always anticipate the Founder’s needs. Okay, not really, but that would be a bonus.  How detailed are you? Include the words “Mind Reader” in the first line of your cover letter or application message.

WHAT WE OFFER:

● Base salary + bonus structure: $50,000 - $75,000

● Partial employer-paid health insurance, with dental and vision available at cost

● PTO and standard holidays

● A close-knit, high-energy, professional work environment

● Full-time, in-person, generally Monday through Friday, with some schedule variation week to week