Job Description

We are currently working on a Tax Executive Assistant position for a CPA firm. Ranked as a top 20 largest accounting firm on the Los Angeles Business Journal’s Book of Lists, the firm has 15 partners and approximately 170 staff members that serve over 3,000 clients. SUMMARY OF ROLE:

This position will provide executive administrative support to the assigned Tax Partners, Principals and Managing Directors (“PPMD Group”). The position will regularly interact with senior leaders, all levels of staff and clients. This is a position of supreme integrity, trust, and commitment to confidentiality and diplomacy. The position requires advanced project management and organizational skills, along with expert level competency in MS Office Suite.

ESSENTIAL FUNCTIONS

• Supports the administrative needs of the assigned PPMD.
• Prepares tax compliance and tax consulting engagement letters for PPMD on their clients.
• Prepares expense reports assigned PPMD.
• Coordinate with Firm’s finance department on monthly client billing invoices and. Follows up as needed with clients on delinquent invoices;
• Works with client teams to deliver engagement letters, tax returns, memorandums and other documents to clients in a timely manner. Follows up as needed with clients for executed documents.
• Works with PPMD and other client service team members to manage and coordinate client engagements, including timing for completion and review by the PPMD;
• Actively assist in the management of the PPMD’s calendar, including but not limited to independently scheduling internal and external meetings, confirming appointments, etc.
• Interact with clients and prospects to support existing client relationships and the development of new business relationships of assigned PPMD
• Perform office duties in support of the PPMD with general guidance in terms of overall objectives, which may include negotiating with contractors, and representing the Firm.

OTHER FUNCTIONS

• Provide back up for other specific tasks for the other tax department executive assistants as needed.
• Works with tax scheduling manager on any scheduling issues and conflicts on assigned PPMD’s clients.
• Answer telephone and respond to client queries, to potential client queries, or route calls to other Partners and/or staff as appropriate;
• Receive, read, and route incoming mail to Partner; compose and type routine correspondence; maintain files of correspondence and other client and Firm-related matters;
• In conjunction with the Director of Finance, may assist in the management of executive records and archiving, including partnership governance.
• Perform other duties as may be assigned.

EXPERIENCE, SKILLS, KNOWLEDGE, AND ABILITIES

• Experience managing multiple assignments/projects and conflicting priorities with the pressure of short, demanding deadlines in a fast paced environment;
• Basic accounting knowledge preferable;
• Proficiency with Microsoft Office Suite, multi-line phone systems, and operating computer hardware;
• Experience with virtual meeting applications, Zoom or MS Teams is a plus;
• Ability to work in technology environment and quickly learn and implement use of software as rolled out by the firm.
• Ability to work and collaborate with PPMD on a remote and virtual basis.

Company Description

CFS is a leading, employee-owned staffing firm—the largest one founded by CPA firms. With more than two decades of experience helping companies locate, attract and hire exceptional accounting, finance & IT professionals, CFS has unique resources to better understand hiring needs, attract higher-caliber candidates and assess candidate potential. Established in 1994, CFS today operates 30+ offices across 21 states and the Caribbean. Serving most major U.S. markets and beyond, CFS connects companies with candidates, from entry-level to executive level, temporary to direct hire and project support to interim management. CFS was named to Forbes’ list of “Best Professional Recruiting Firms” three years in a row and also cited by LinkedIn as one of the “Most Socially Engaged Staffing Agencies” two years in a row! #CFSTechnology