Job Title: Executive Assistant
Department: Audit
Position Summary:
The Executive Assistant plays a key role in supporting the operational excellence and continued growth of the Audit Practice. This position partners closely with Audit leadership to coordinate engagement administration, resource planning, practice operations, and team initiatives, enabling professionals to focus on delivering exceptional client service.
Key Responsibilities:
- Preparing engagement letters and related documentation
- Coordinating conflict checks and client acceptance and continuance procedures
- Setting up new clients and engagements in Aderant
- Coordinating audit confirmations
- Monitoring and tracking client Provided By Client (PBC) requests
- Formatting financial statements and audit reports
- Coordinating report issuance and preparation of bound financial statements
- Maintaining engagement files, electronic workpapers, and client portals
- Maintaining the audit resource management schedule
- Coordinating staffing assignments and schedule updates
- Tracking team PTO, training, and availability
- Monitoring engagement timelines and deadlines
- Identifying scheduling conflicts and recommending solutions
- Supporting busy season staffing and capacity planning
- Preparing workload and utilization reports for leadership
- Maintaining audit playbooks, templates, and standard documentation
- Coordinating LC Vista and other internal training initiatives
- Assisting with technology implementations and process improvements
- Maintaining operational dashboards and reporting
- Coordinating team meetings, agendas, and follow up action items
- Supporting billing administration and workflow enhancements
- Tracking audit quality and SQMS compliance requirements, including engagement quality review needs, independence confirmations, outstanding review notes, required documentation, report release milestones, and archive deadlines to help ensure timely compliance throughout each engagement
- Coordinating recruiting and interview logistics
- Supporting business development efforts, proposals, and marketing initiatives
- Assisting with onboarding of new team members
- Planning and coordinating team meetings, events, and recognition activities
- Supporting client communications and other practice initiatives as needed
Engagement Administration
Support the full administrative lifecycle of audit engagements from client acceptance through report issuance by:
Resource Management & Capacity Planning
Assist with practice scheduling and resource coordination by:
Practice Operations
Support the infrastructure and operational processes that drive an efficient and scalable audit practice by:
Team & Practice Development
Contribute to the continued growth and success of the Audit Practice by:
Skills Required
- Experience using Aderant for client and engagement setup and administration.
- Experience supporting audit engagement lifecycle: engagement letters, confirmations, PBC tracking, workpapers, and client portals.
- Experience formatting financial statements, audit reports, and preparing bound reports for issuance.
- Experience with resource management and capacity planning: scheduling, staffing assignments, PTO tracking, and utilization reporting.
- Familiarity coordinating internal training initiatives (e.g., LC Vista) and onboarding activities.
- Experience maintaining operational dashboards, supporting technology implementations, and driving process improvements.
- Experience supporting billing administration and tracking audit quality/SQMS compliance requirements.
- Experience coordinating recruiting logistics, interview scheduling, and team events/communications.
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.
