Executive Assistant

Encino, CA | Direct Hire

Job ID: [la] Executive Assistant Industry: Financial Services Pay Rate: $55,000-$60,000

I am currently recruiting for a client of mine based out of Encino.  They are a reputable firm that is looking for an Executive Assistant that is highly motivated, and a self starter.  You would help manage the day to day of the Partners.  The company offers great medical, dental, and vision.  This is a direct hire position with a salary of $55,000 to $60,000 annually salary.

  •     Calendar management and meeting coordination for multiple partners/managers
  • Act as a Gatekeep, screen telephone calls
  • Prepare written client correspondence as requested
  • Travel Arrangements – domestic and international travel
  • Maintain various spreadsheets/department reports/schedules
  • Compile agenda, minutes and various reports for weekly tax department partner/manager meeting
  •     Input daily time for multiple partners/managers within Practice CS software
  • Prepare and submit expense reports for multiple partners and/or managers as assigned
  • Complete monthly AMEX reconciliation within ExpensAble software system
  • Final review of tax return packages prior to delivery to client (ensure all documents are signed, proper mailing envelopes are included, verify method of delivery, update internal  tax return/projects tracking system, prepare for mailing/courier/overnight delivery)
  • Scanning client documents into the electronic fileroom
  • Edit and track engagement letters for new and existing Tax clients.
  • Complete client set up forms for new Tax clients/engagements
  • Mail merge various client communications as requested throughout the year
  • Assistance in coordination of the department’s annual Busy Season Kickoff Meeting for the location
  •     Maintain various spreadsheets/department reports/schedules
  •  5+ experience supporting multiple Partners and/or Managers
  • Advanced level skills in Microsoft Outlook, Word, Excel and PowerPoint
  •     Bachelor's degree is preferred
  •     Tax industry is a plus
  •     Strong attention to detail
  •     Ability to work independently with minimal supervision

Please apply with your updated resume. 


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