Job Duties:

• Organize and maintain the electronic filing system and review processes for improvements.
• Retrieve information from records, emails, minutes, documents, or systems upon request and prepare written summaries of the information/data as needed.
• Plan and coordinate firm-wide events, including site searches, logistics, event setup, and coordination with the internal team (Board of Directors, Director of Operations, Office Managers, and OMPs).
• Assist the tax and accounting team during busy seasons with tasks such as billing assistance, scanning, answering phones.
• Order various supplies for individual offices and the corporate department.
• Prepare, process, and distribute monthly engagement letters.
• Compile agendas, training documents, and schedules for internal training, lunch and learns, and firm-wide meetings.
• Complete various accounting-related tasks, such as entering client expenses, compiling monthly financial reports, calculating PTO hours, and compiling reports for annual reviews.
• Attend committee meetings, record minutes, and distribute them to staff.
• Prepare reports for senior management.
• Assist with marketing tasks within the firm.
• Pull information and prepare reports from systems such as Practice Engine, Paylocity, and Excel.

Requirements:

• 2 or more years of administrative or related experience.
• Ability to meet deadlines in a fast-paced environment.
• Proficiency in Microsoft Outlook, Word, PowerPoint, and Excel.
• Strong communication skills for working with all levels of the organization.
• Demonstrated analytical and problem-solving skills.
• Customer-service orientation, with attributes such as proactivity, observance, knowledgeability, and reliability.
• Ability to handle sensitive information with discretion and professionalism.

Additional Info:

• Pay range: $25-$29/hr - Depending on experience
• Schedule: 8 AM - 5 PM Monday-Friday
• Location: 100% In Office

All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance.