Description
AppleOne is proud to present:
We are seeking a highly organized and proactive Executive Assistant to support our tax partners and agency operations. This role requires exceptional attention to detail, strong communication skills, and the ability to manage multiple priorities in a fast-paced environment. The ideal candidate will serve as a trusted partner, ensuring smooth day-to-day operations and acting as a key liaison between clients, partners, and external agencies.
Key Responsibilities
Budget Management: Track and monitor budget vs. actuals for agency clients, ensuring account managers close books on time and external reporting is obtained.
Reporting: Prepare monthly budget vs. actuals reports for select clients using Microsoft Excel.
Administrative Support: Receive, assess, and forward incoming mail to appropriate parties.
Client Notices: Assist tax partners in managing client notices, draft responses, and coordinate signatures; occasionally communicate with state agencies by phone.
Meeting Coordination: Manage biweekly and monthly agency calls, handle last-minute meeting requests, schedule client calls, send reminders, and ensure partners are prepared.
Client Engagement: Attend client calls when needed and follow up on action items.
Project Support: Provide proactive reminders for key projects, deadlines, and tax filings; assist with special projects such as drafting lease agreements, reviewing foreign credit card statements, summarizing inspection agreements, drafting onboarding materials, researching tax matters, and obtaining EINs/Tax IDs.
Partner Support: Act as the primary point of contact for tax partners, managing scheduling, correspondence, and follow-up tasks, while serving as a gatekeeper to resolve inquiries before escalation.
Skills & Competencies
Strong organizational skills and meticulous attention to detail.
Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook); experience with financial software or budgeting tools preferred.
Excellent written and verbal communication skills.
Ability to multitask and manage shifting priorities in a fast-paced environment.
Problem-solving abilities with a proactive approach to addressing issues.
Knowledge of basic tax or accounting principles is a plus.
Personal Attributes
Professional, reliable, and resourceful.
Highly adaptable with a positive attitude.
Strong sense of accountability and ownership.
Collaborative team player with the ability to work independently.
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.
#1012
Experienced (Non-Manager)