Job Title: Executive Assistant

Department: Tax & Client Accounting Services

Location: Hybrid (Century City/Encino)

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.

Executive Assistant

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