Administrative Assistant CPA

Full job description

The Administrative Assistant provides detailed, task-oriented, operational support to the Accounting Department and Managing Partner of the Firm. This role ensures the department workflows run smoothly, and that the team focuses on its highest impact priorities.

Experience Requirements

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  Administrative support experience
  
  
  in a fast-paced professional services environment (CPA, legal, consulting preferred).
  
  



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  Project coordination skills
  
  
  with demonstrated ability to manage multiple workstreams, deadlines, and follow-ups.
  
  



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  Strong communication abilities
  
  
  including drafting emails, summarizing meetings, and preparing documents with high accuracy.
  
  



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  Advanced proficiency in tools
  
  
  like Microsoft Office, Google Workspace, AI Agents, scheduling platforms, task management software, and virtual communication tools.
  
  



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  Process-driven mindset
  
  
  ideally familiar with EOS or similar operating systems, with experience maintaining metrics, policies and procedures, and meeting cadences.
  
  

Primary Responsibilities

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  Executive Assistant Activities
  
  
  
  

Email management, meeting management, special projects, and communicating in organized, timely, and professional manner.

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  Workflow, Document Management, Data Management
  
  
  
  

Setup projects in workflow software, maintaining accuracy of client and project information, troubleshooting software, preparing reports

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  Intake and Onboarding
  
  
  
  

Setup client files, calls and correspondence with new clients, coordinate client meetings

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  Billing and Processing
  
  
  
  

Draft invoices, delivering returns to clients, and handling client billing inquiries

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  Assist with Department Analysis, Scheduling, and Client Relations
  
  
  
  

Department reporting, capacity analysis, working directly with Director and Partner, improving client relations, and coordinating client satisfaction efforts.

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance.