Tax Administrative Assistant | Onboarding & Docs (Hybrid)

Gursey; Los Angeles (CA); Hybrid; USD 50,000 - 60,000; Full time

Benefits offered by this job

Medical/Dental/Vision insurance

401(k) match

Paid time off

Parental leave

Job summary

Gursey | Schneider LLP in Century City/Encino is seeking an Administrative Assistant to support the Tax department by handling essential administrative tasks and ensuring smooth client interactions. The role involves onboarding new clients, preparing engagement letters, assisting with tax return processing, mail handling, and coordinating calendars.

Ideal candidates have 1–2 years of administrative experience, strong writing skills, and proficiency with Microsoft Office; bachelor's degree

Qualifications

• 1–2+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced professional services setting.
• Bachelor's degree preferred but not required.
• Excellent writing, editing and proofreading abilities.
• Strong organizational and time-management skills with proficiency in Microsoft Office.

Responsibilities

• Assist with new client onboarding, including setting up and updating client information in internal systems, processing new client setup forms, and preparing engagement letters.
• Assist with the annual engagement letter process, including preparation, distribution, tracking, and follow-up.
• Assist with tax return processing and assembly, including electronic and physical deliverables as needed.
• Sort, scan, distribute, and maintain incoming and outgoing mail and correspondence.
• Collaborate with other administrative team members to support the Tax team with calendaring and scheduling, certified mailings, DocuSign requests, faxing, document preparation, and other administrative needs.
• Assist with maintaining and organizing electronic and physical client files and records.
• Assist with tracking outstanding administrative items and following up with team members as needed.
• Maintain and stock office supplies and coordinate supply orders as needed.
• Provide additional administrative support to the Tax department and assist with special projects as needed.

Skills

Executive/Administrative experience

Writing/editing/proofreading

Professional services experience

Organizational/time-management skills

Education

Bachelor’s degree preferred

Tools

Microsoft Office Suite

Job description

Gursey | Schneider LLP in Century City/Encino is seeking an Administrative Assistant to support the Tax department by handling essential administrative tasks and ensuring smooth client interactions. The role involves onboarding new clients, preparing engagement letters, assisting with tax return processing, mail handling, and coordinating calendars.

Ideal candidates have 1–2 years of administrative experience, strong writing skills, and proficiency with Microsoft Office; bachelor's degree