Finance Executive Admin & Accounts Lead (Remote/Onsite)

AppleOne Employment Services provided pay range This range is provided by AppleOne Employment Services. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more. Base pay range $75,000.00/yr - $85,000.00/yr Direct message the job poster from AppleOne Employment Services Executive Account Manager | Specializing in Direct Hire and Contract staffing | 5-Year Placement Guarantee. We are partnering with a Financial Services company in the Beverly Hills area. The ideal candidates has the following: Responsibilities Track and monitor budget vs. actuals for agency clients, ensuring that account managers close their books in a timely fashion and outside reporting is obtained by outside parties. Prepare budget vs. actuals reports monthly for certain clients using Microsoft Excel. Receive and assess incoming mail, forward incoming mail (as needed) to responsible parties. Assist the tax partners with managing client notices, ensuring timely responses are provided. Help draft notice responses and coordinate partner/client signatures whenever needed. At times this requires phone communication with state agencies. Manage biweekly and monthly agency calls & ensure last minute meeting requests are handled. Schedule, send reminders, and ensure partner has what they need for calls with clients. On occasion, attend client calls and follow up on action items. Provide proactive email reminders for key projects, deadlines, and action items related to tax filings, client business management open tasks, and other related tasks. Support with special projects such as: Draft lease agreements, Review Foreign Credit Card Statements, Summarize inspection agreements, draft onboarding materials for clients, research tax matters, obtain EIN’s/Tax IDs for clients, etc. Act as the primary point of contact for both tax partners, handling scheduling, correspondence, and follow-up tasks and act as a gate keeper (try to resolve other people’s questions before it makes it to the partner). Qualifications 3-4 years of supporting Director-level or C-Suite executives, preferably in a tax or accounting firm. Prior experience working with high-level executives, where priorities are always shifting. Required Skills Strong organizational skills and attention to detail. Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial software or budgeting tools. Excellent communication skills, both written and verbal. Ability to multitask and manage shifting priorities in a fast-paced environment. Strong problem-solving abilities and a proactive approach to identifying and addressing potential issues. Knowledge of basic tax or accounting principles is a plus! Preferred Skills Self-starter with the ability to work independently while also being a team player. Discreet and trustworthy with sensitive and confidential information. Ability to handle high-pressure situations and deadlines with professionalism. Adaptability and a willingness to learn and take on new responsibilities. Seniority level Seniority level Associate Employment type Employment type Full-time Job function Job function Administrative, Accounting/Auditing, and Finance Industries Real Estate, Accounting, and Financial Services Referrals increase your chances of interviewing at AppleOne Employment Services by 2x Inferred from the description for this job Medical insurance Vision insurance 401(k) Get notified when a new job is posted. 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