Admin Executive Assistant

JOB DESCRIPTION

Job Title: Executive Assistant
FLSA Status: Non-Exempt
Location: Irvine
Department: Administration
Reports to: Admin Manager

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The Executive Assistant 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 core competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodation 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 tax season.

DUTIES AND RESPONSIBILITIES:

• Assigned to designated partner to assist in their scheduling and contacting clients
• Preparation and drafting of formal letters and forms as needed by partners and managers
• Reviewing, Scanning and assembling tax returns and amended tax returns
• Contacting clients for E-file forms and missing client information
• Managing client data and intake through various software
• E-Filing for designated partner
• Preparing and completing billing for designated partner
• Entering client expenses for billing purposes
• Reconciling and printing reports for daily deposit
• Generating any reports needed by staff
• Managing client collections
• Scheduling meetings and continuing education seminars
• Entering expenses and collecting receipts for partner expense reports as needed.
• Handle client payments, deposits or check deliveries.
• Preparing extensions

KNOWLEDGE AND SKILLS REQUIREMENTS:

• Familiar with Accounting related software such as CCH Axcess would be preferred
• Working knowledge of Microsoft Office Suite
• Excellent oral and written communication skills

 
Compensation range for this opportunity is $29-$31/hr.

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