Santa Monica, California
Lead Executive Assistant - Accounting Industry Job Opening in Santa Monica, California - Gumbiner Savett Inc. (GS) is currently seeking an experienced Executive Assistant in the accounting industry to join our Office Support team. This role will also function as a group leader for a team of 3 assistants and is responsible for supporting managers, principals, and shareholders with administrative details, billing, coordinating workflow, and handling client queries. We are an equal opportunity employer.
Primary job duties include:
Provide client support; handle all client queries related to invoices, billing, reports, copies of tax returns, etc.
Maintain and update client information; input new clients into the firm?s database and billing system
Draft and edit correspondence, engagement letters, reports, and invoice language
Attend to the phone; handle all inquiries within ability; arrange ?callbacks? and meetings as necessary; route calls as needed - includes back-up reception duties
Coordinate workflow with other executive assistants
Arrange meeting facilities and coordinate needed support materials
Maintain accurate time records and descriptions of work performed for client billing
Lead internal communication of tax busy season status and progress
Lead a team of 3 executive assistants
Overtime is expected during tax busy season, including work on selected weekends (this is a non-exempt position and is eligible for overtime pay)
Requirements:
Experience working in a CPA office REQUIRED
6+ years of executive assistant experience in an accounting firm
Strong computer skills, knowledge of basic Microsoft Office programs, including Excel
Knowledge of accounting office software a plus ? such as GoFileRoom, ProSystem fx Suite, Practice CS, etc.
Strong skills drafting and editing correspondence ? both in hardcopy and email format
Good oral communication and listening skills
Attention to detail
Decisive, but asks for assistance if needed
Good project and time management skills; completes tasks in a timely manner
Takes project ownership
Team player
Must be eligible to work in the U.S
Benefits:
We have assembled a competitive compensation package to reward our employees for their efforts, commitment and expertise. Salary is commensurate with experience. We also offer a casual dress atmosphere, with our first-rate compensation package:
Medical, dental, vision, life and disability insurance
401(k) and other benefit plans
Generous amount of personal days off and paid holidays
Rideshare benefits
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