Job Description

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

• 3-4 years of supporting Director-level or C-Suite executives, preferably in a tax or accounting firm.
• Prior experience working with high-level executives, where priorities are always shifting.

Required Skills

• Strong organizational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial software or budgeting tools.
• Excellent communication skills, both written and verbal.
• Ability to multitask and manage shifting priorities in a fast-paced environment.
• Strong problem-solving abilities and a proactive approach to identifying and addressing potential issues.
• Knowledge of basic tax or accounting principles is a plus!

Preferred Skills

• Self-starter with the ability to work independently while also being a team player.
• Discreet and trustworthy with sensitive and confidential information.
• Ability to handle high-pressure situations and deadlines with professionalism.
• Adaptability and a willingness to learn and take on new responsibilities.

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