Supports the Tax department with client onboarding, engagement letters, tax return processing, mail and correspondence, scheduling, document preparation, electronic and physical file organization, administrative tracking, office supply coordination, and special projects. The role also assists with client communications and maintains accurate records while collaborating with administrative team members in a professional services environment.
About Us: Gursey | Schneider LLP is a Top 100 Firm and a 12-time recipient of Inside Public Accounting's Best of the Best Firms, with over 40 years of success in the market. Our firm consists of over 250 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.
Job Title: Administrative Assistant
Department: Tax
Location: Hybrid (Century City/Encino)
Job Summary: The Administrative Assistant will support our Tax department by managing administrative functions to ensure seamless operations and positive client interactions.
Responsibilities:
- Assist with new client onboarding, including setting up and updating client information in internal systems, processing new client setup forms, and preparing engagement letters.
- Assist with the annual engagement letter process, including preparation, distribution, tracking, and follow-up.
- Assist with tax return processing and assembly, including electronic and physical deliverables as needed.
- Sort, scan, distribute, and maintain incoming and outgoing mail and correspondence.
- Collaborate with other administrative team members to support the Tax team with calendaring and scheduling, certified mailings, DocuSign requests, faxing, document preparation, and other administrative needs.
- Assist with maintaining and organizing electronic and physical client files and records.
- Assist with tracking outstanding administrative items and following up with team members as needed.
- Maintain and stock office supplies and coordinate supply orders as needed.
- Provide additional administrative support to the Tax department and assist with special projects as needed.
Required Qualifications & Skills / Abilities:
- 1-2+ years of experience as an Executive Assistant or Administrative Assistant in a fast-paced professional services work environment (Accounting, Financial Services or Law firm experience highly desirable)
- Bachelor’s degree preferred
- Exceptional writing, editing, and proofreading skills
- Strong organization, time management, and computer skills, including proficiency in the Microsoft Office Suite (Outlook, Excel, PowerPoint, Word).
Similar Jobs
Financial Services
Provides executive administrative support through complex calendar management, call screening, meeting and event coordination, domestic and international travel arrangements, invoice and expense processing, onboarding and offboarding support, document maintenance, and preparation of professional communications, spreadsheets, and presentations. The role requires discretion, strong organization, communication skills, Microsoft Office proficiency, and five days of on-site work.
Top Skills:
MS Office
Consumer Health • Behavioral Health
Provides clerical, organizational, and office-management support, including scheduling, correspondence, document preparation, filing, data entry, meeting coordination, supply management, expense processing, travel arrangements, and professional communication with internal and external contacts.
Top Skills:
CRMDocument-Management SystemsErpGoogle WorkspaceHrisMS Office
Other • Software • PropTech
Provides remote administrative support to leadership, including calendar management, meeting scheduling, travel arrangements, expense tracking, event planning, project coordination, presentations, and cross-functional communication. The role manages confidential information, supports People Operations, and helps leaders stay organized in a fast-paced environment while using Google Workspace and AI tools to improve efficiency.
Top Skills:
Ai AssistantsGmailGoogle CalendarGoogle SheetsGoogle SlidesGoogle Workspace
What you need to know about the San Francisco Tech Scene
San Francisco and the surrounding Bay Area attracts more startup funding than any other region in the world. Home to Stanford University and UC Berkeley, leading VC firms and several of the world’s most valuable companies, the Bay Area is the place to go for anyone looking to make it big in the tech industry. That said, San Francisco has a lot to offer beyond technology thanks to a thriving art and music scene, excellent food and a short drive to several of the country’s most beautiful recreational areas.
Key Facts About San Francisco Tech
- Number of Tech Workers: 365,500; 13.9% of overall workforce (2024 CompTIA survey)
- Major Tech Employers: Google, Apple, Salesforce, Meta
- Key Industries: Artificial intelligence, cloud computing, fintech, consumer technology, software
- Funding Landscape: $50.5 billion in venture capital funding in 2024 (Pitchbook)
- Notable Investors: Sequoia Capital, Andreessen Horowitz, Bessemer Venture Partners, Greylock Partners, Khosla Ventures, Kleiner Perkins
- Research Centers and Universities: Stanford University; University of California, Berkeley; University of San Francisco; Santa Clara University; Ames Research Center; Center for AI Safety; California Institute for Regenerative Medicine
