Description
AppleOne is proud to present:
About the Role:
We are seeking a highly organized, proactive, and discreet Executive Assistant to provide high-level, comprehensive administrative and operational support to two Tax Partners. This critical role acts as the central hub for our tax practice, requiring exceptional attention to detail, strong financial acumen, and the ability to manage complex, shifting priorities under tight deadlines. If you thrive on being the essential “gatekeeper” and project manager for high-stakes client matters, we want to hear from you.
What You’ll Do:
Financial Oversight: Track, monitor, and prepare detailed budget vs. actuals reports for agency clients using Microsoft Excel, ensuring timely financial closures and reporting.
Partner Management: Serve as the primary point of contact and gatekeeper for two Tax Partners, proactively managing complex scheduling, correspondence, bi-weekly agency calls, and preparing all necessary call materials.
Client Communication & Compliance: Assist with managing time-sensitive client tax notices, drafting and coordinating response documents, and handling phone communication with state agencies.
Project & Task Management: Implement and maintain proactive reminder systems for key deadlines (tax filings, open tasks) and support various special projects (e.g., drafting agreements, research, summarizing financial documents).
Administrative Hub: Manage incoming communications (mail and partner correspondence), ensuring rapid and accurate distribution or resolution.
What You’ll Bring:
3-4 years of high-level administrative support experience, preferably within a tax or accounting firm.
Expert proficiency in the Microsoft Office Suite (especially Excel for financial reporting).
Exceptional organizational skills, attention to detail, and proven ability to multitask and manage shifting priorities.
Outstanding written and verbal communication skills.
A self-starter mentality and proven discretion when handling highly confidential information.
Bonus: Knowledge of basic tax or accounting principles is a strong plus!
Equal Opportunity Employer / Disabled / Protected Veterans
The Know Your Rights poster is available here:
https://www.eeoc.gov/sites/default/files/2023-06/22-088_EEOC_KnowYourRights6.12.pdf
The pay transparency policy is available here:
https://www.dol.gov/sites/dolgov/files/ofccp/pdf/pay-transp_%20English_formattedESQA508c.pdf
For temporary assignments lasting 13 weeks or longer, the Company is pleased to offer major medical, dental, vision, 401k and any statutory sick pay where required.
We are committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please contact your staffing representative who will reach out to our HR team.
AppleOne participates in the E-Verify program in certain locations as required by law. Learn more about the E-Verify program.
https://e-verify.uscis.gov/web/media/resourcesContents/E-Verify_Participation_Poster_ES.pdf
We also consider for employment qualified applicants regardless of criminal histories, consistent with legal requirements, including, if applicable, the City of Los Angeles’ Fair Chance Initiative for Hiring Ordinance. Pursuant to applicable state and municipal Fair Chance Laws and Ordinances, we will consider for employment-qualified applicants with arrest and conviction records, including, if applicable, the San Francisco Fair Chance Ordinance. For Los Angeles, CA applicants: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act.
#1009
Experienced (Non-Manager)