Executive Assistant

Socket.dev; California (MO); On-site; USD 60,000 - 90,000; Full time

Job summary

Gursey | Schneider LLP in the United States seeks an Executive Assistant to support the Audit Practice, coordinating engagement administration, resource planning, and team initiatives. You will work closely with Audit leadership to ensure timely delivery of client services and efficient practice operations.

The role includes managing engagement letters, conflict checks, client set-ups, PBC tracking, and reporting dashboards.

Responsibilities

• Engagement Administration: Prepare engagement letters and related documentation; coordinate conflict checks and client acceptance and continuance; set up new clients and engagements in Aderant; coordinate audit confirmations; monitor PBC requests; format financial statements and audit reports; maintain engagement files and client portals.
• Resource Management & Capacity Planning: Maintain audit resource management schedule; coordinate staffing assignments and schedules; track PTO, training, and availability; monitor timelines and deadlines; identify conflicts and propose solutions; support busy season staffing and capacity planning; prepare workload and utilization reports.
• Practice Operations: Maintain playbooks, templates, and documentation; coordinate LC Vista and internal training; assist with tech implementations and process improvements; maintain dashboards and reporting; coordinate team meetings and follow-up; support billing and workflow enhancements; track SQMS compliance and engagement quality review needs.
• Team & Practice Development: Coordinate recruiting and interview logistics; support business development, proposals, and marketing; assist onboarding; plan meetings, events, and recognition; support client communications and practice initiatives.

Job description

Job Title: Executive Assistant

Department: Audit

Position Summary:

The Executive Assistant plays a key role in supporting the operational excellence and continued growth of the Audit Practice. This position partners closely with Audit leadership to coordinate engagement administration, resource planning, practice operations, and team initiatives, enabling professionals to focus on delivering exceptional client service.

Key Responsibilities:

Engagement Administration

Support the full administrative lifecycle of audit engagements from client acceptance through report issuance by:

• Preparing engagement letters and related documentation
• Coordinating conflict checks and client acceptance and continuance procedures
• Setting up new clients and engagements in Aderant
• Coordinating audit confirmations
• Monitoring and tracking client Provided By Client (PBC) requests
• Formatting financial statements and audit reports
• Coordinating report issuance and preparation of bound financial statements
• Maintaining engagement files, electronic workpapers, and client portals

Resource Management & Capacity Planning

Assist with practice scheduling and resource coordination by:

• Maintaining the audit resource management schedule
• Coordinating staffing assignments and schedule updates
• Tracking team PTO, training, and availability
• Monitoring engagement timelines and deadlines
• Identifying scheduling conflicts and recommending solutions
• Supporting busy season staffing and capacity planning
• Preparing workload and utilization reports for leadership

Practice Operations

Support the infrastructure and operational processes that drive an efficient and scalable audit practice by:

• Maintaining audit playbooks, templates, and standard documentation
• Coordinating LC Vista and other internal training initiatives
• Assisting with technology implementations and process improvements
• Maintaining operational dashboards and reporting
• Coordinating team meetings, agendas, and follow up action items
• Supporting billing administration and workflow enhancements
• Tracking audit quality and SQMS compliance requirements, including engagement quality review needs, independence confirmations, outstanding review notes, required documentation, report release milestones, and archive deadlines to help ensure timely compliance throughout each engagement

Team & Practice Development

Contribute to the continued growth and success of the Audit Practice by:

• Coordinating recruiting and interview logistics
• Supporting business development efforts, proposals, and marketing initiatives
• Assisting with onboarding of new team members
• Planning and coordinating team meetings, events, and recognition activities
• Supporting client communications and other practice initiatives as needed

Benefits: G|S offers market-leading benefits, including medical/dental/vision insurance, profit-sharing plan contributions, 401K match, parental leave, generous PTO, and holiday-paid time off. We also offer many fun intangible perks such as our annual ski/camping trip, black-tie holiday party, quarterly departmental mixers (travel stipend included), and paid continuing education

About Us: Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.