Executive Assistant

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

Required Skills

Preferred Skills