Job Title: Executive Assistant
Department: Tax & Client Accounting Services
Location: Remote
Job Summary: The Executive Assistant will support our Tax and Client Accounting Services departments by managing administrative functions to ensure seamless operations and positive client interactions
Responsibilities:
- Support onboarding activities by creating engagement binders and organizing client documents
- Assist with the onboarding processes, such as managing Wrike templates, handling NCS, and preparing the engagement letter
- Manage incoming client emails by scanning documents and identifying urgent items that require immediate attention
- Coordinate calendars for meetings, calls, and Zoom sessions with clients
- Generate forms and handle requests, including faxing, DocuSign, and certified mailings
- Update client information in the Aderant and CCH systems
- Organize training sessions and communicate with staff regarding training dates and requirements
- Coordinate tax events, track billable hours, and assist with fee allocations
- Retrieve and add bank and brokerage statements to client engagements
- Oversee management of client email accounts, ensuring timely organization and inclusion of documents in engagements
- Track client compliance reporting
Required Qualifications & Skills / Abilities:
- 1-2+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced professional services work environment (Accounting, Financial Services or Law firm experience highly desirable)
- Bachelor’s degree preferred
- Exceptional writing, editing, and proofreading skills
- Strong organization, time management, and computer skills, including proficiency in the Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).
Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, parental leave, 401K match, profit sharing plan, and overtime pay. We also offer many fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Top Skills
What We Do
Gursey | Schneider LLP is a premier Los Angeles accounting firm headquartered in Century City, the center of the financial and entertainment community. The firm also maintains offices in Orange County, the South Bay, the San Fernando Valley and San Francisco.
Working as a cohesive team within the firm, our departments are fully integrated, giving our clients the benefit of having one firm handling their needs in every area of accounting, business management and litigation support, as well as business valuation services.
