Admin Executive Assistant-Audit

JOB DESCRIPTION

Job Title: Executive Assistant
FLSA Status: Non-Exempt
Location: La Jolla/University Heights/Beverly Hills/Woodland Hills/San Diego
Department: Administration/Audit
Reports to: Lead Executive Assistant

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The Executive Assistants will perform a variety of administrative and clerical tasks. Duties of the Executive Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Supporting designated partner with various duties.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during busy season.

KEY COMPETENCIES:

• Assigned to designated partner to assist in their scheduling and contacting clients
• Taking and recording minutes for meetings
• Assist with the team’s project scheduling
• Setting up new clients and maintaining profile updates in the CRM system
• Preparation and drafting of formal letters and forms as needed by partners and managers
• Reviewing, scanning and assembling tax returns, when needed.
• Support the process of editing and printing of client reports.
• Preparing and completing billing for designated partner
• Assist with client billing and collections
• Scheduling meetings and continuing education seminars
• Preparing expense reports

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Familiar with Accounting related software such as CCH Axcess would be preferred
• Proficient  with Microsoft Office Suite (Team, Word, Excel and Adobe)
• Excellent oral and written communication skills
• Proactive attitude and comfortable with in a team environment supporting team from across offices
• Organized and have time management skills

Compensation range for this opportunity is $27-$30/hr.

To apply to this position, please fill out the contact form below or send your resume to recruiting@dk.cpa.