Administrative Assistant

Posted Yesterday
Be an Early Applicant
2 Locations
Hybrid
50K-60K Annually
Junior
Financial Services
The Role
Supports the Tax department with client onboarding, engagement letters, tax return processing, mail and correspondence, scheduling, document preparation, electronic and physical file organization, administrative tracking, office supply coordination, and special projects. The role also assists with client communications and maintains accurate records while collaborating with administrative team members in a professional services environment.
Summary Generated by Built In

About Us: Gursey | Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.

Job Title: Administrative Assistant

Department: Tax

Location: Hybrid (Century City/Encino)

Job Summary: The Administrative Assistant will support our Tax department by managing administrative functions to ensure seamless operations and positive client interactions.

Responsibilities:

  • Assist with new client onboarding, including setting up and updating client information in internal systems, processing new client setup forms, and preparing engagement letters.
  • Assist with the annual engagement letter process, including preparation, distribution, tracking, and follow-up.
  • Assist with tax return processing and assembly, including electronic and physical deliverables as needed.
  • Sort, scan, distribute, and maintain incoming and outgoing mail and correspondence.
  • Collaborate with other administrative team members to support the Tax team with calendaring and scheduling, certified mailings, DocuSign requests, faxing, document preparation, and other administrative needs.
  • Assist with maintaining and organizing electronic and physical client files and records.
  • Assist with tracking outstanding administrative items and following up with team members as needed.
  • Maintain and stock office supplies and coordinate supply orders as needed.
  • Provide additional administrative support to the Tax department and assist with special projects as needed.

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).

Skills Required

  • 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
  • Bachelor's degree
  • Exceptional writing, editing, and proofreading skills
  • Strong organization and time management skills
  • Strong computer skills
  • Proficiency with Microsoft Office Suite, including Outlook, Excel, PowerPoint, and Word
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The Company
HQ: Los Angeles, CA
239 Employees

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.

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