Job Title: Executive Assistant Division/Department Administration
FLSA Status: Non-Exempt Reports to: Lead Executive Assistant
Location: La Jolla Last Revision Date: 11/21/19

 

SUMMARY OF RESPONSIBILITIES

Provides general office support with a variety of clerical activities and related tasks. The Executive Assistant will perform a variety of administrative and clerical tasks. Duties of the Executive Assistant include providing support to our managers and employees, assisting in daily office needs and managing our company’s general administrative activities. Supporting designated partner with various duties.

QUALIFICATIONS

To perform this job successfully, the incumbent must be able to perform each essential key competency function satisfactorily. The requirements listed are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform these functions.

Must be able to work a flexible schedule which includes 55+ hours a week during tax season

KEY COMPETENCIES:

  • Assigned to designated partner to assist in their scheduling and contacting clients
  • Taking and recording minutes for committee and manager meetings
  • Preparation and drafting of formal letters and forms as needed by partners and managers
  • Reviewing, Scanning and assembling tax returns and amended tax returns
  • E-Filing for designated partner
  • Preparing and completing billing for designated partner
  • Entering client expenses for billing purposes
  • Reconciling and printing reports for daily deposit
  • Generating any reports needed by staff
  • Managing client collections
  • Scheduling meetings and continuing education seminars
  • Entering expenses and collecting receipts for partner expense reports

 

  • KNOWLEDGE AND SKILLS REQUIREMENTS:
  • Familiar with Accounting related software, to include Docuware, Lacerte & CCH Paper Stream
  • Working knowledge of Microsoft Office Suite
  • Excellent oral and written communication skills