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Administrative Assistant

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Eide Bailly LLP

3mo ago

  • Job
    Full-time
    Mid Level
  • People, HR & Administration
    Accounting & Tax
  • Tustin

AI generated summary

  • You thrive in fast-paced environments, multitask well, maintain confidentiality, have 3+ years admin experience, and are proficient in Microsoft Office, DocuSign, and Adobe Acrobat.
  • You will assist with client set-ups, prepare engagement letters, manage tax returns, provide administrative support, coordinate meetings, and handle multi-tasking in a professional environment.

Requirements

  • You thrive in a high-volume, fast-paced work environment.
  • You are a multi-tasking master, and there has never been a deadline you could not meet.
  • You hold yourself to the highest professional standards and maintain strict client confidentiality.
  • You love collaborating and being part of a team, but also enjoy working alone with limited supervision.
  • You embrace technology and can demonstrate you have the skills to use computer-based technology to complete different tasks.
  • You are proficient in:
  • Microsoft Excel: including the ability to create spreadsheets, perform data entry, use basic formulas, format worksheets.
  • Microsoft Word: including formatting, creating tables, headers & footers, and utilizing mail merge functions.
  • DocuSign: including creating, sending, and tracking documents for e-signature.
  • Adobe Acrobat: including creating, editing, and commenting on PDFs.
  • Microsoft Outlook and Teams.
  • You have a high school diploma and 3+ or more years of experience in administrative support and are willing to work overtime.
  • Experience in public accounting administration is a plus.
  • You have strong written and verbal communication skills.
  • This position requires prolonged standing and sitting, some bending, stooping, and stretching, and the ability to lift 20 lbs.
  • Must be authorized to work in the United States now or in the future without visa sponsorship.

Responsibilities

  • Utilize tax and accounting software to complete a wide range of tasks.
  • Assist with new client set-ups.
  • Prepare, send and track engagement letters.
  • Act as liaison between client and Eide Bailly staff.
  • Prepare completed tax returns for delivery to client.
  • Monitor client portal and process uploaded documents.
  • Follow up with clients on open items.
  • Monitor jobs and communicate regularly with partners and managers.
  • Prepared and assemble reports, company materials and client documents as directed.
  • Make arrangements for various client or internal staff meetings and department training via conference calls, video conferences, or in-person.
  • Provide general administrative support to partners, managers and staff with integrity and professionalism.
  • Tasks include answering phones and greeting clients, typing, faxing, copying, scanning, emailing, preparing correspondence and PowerPoint presentations, assisting with travel arrangements, preparing expense reports, etc.
  • Primarily support the Outsourced and Managed Services (OMS) Department.
  • Regular and predictable attendance in office.
  • Demonstrate an ability to multi-task and meet deadlines.
  • Open to new challenges and assist with special projects as requested.

FAQs

What is the work arrangement for the Administrative Assistant position?

The position is in-office in Tustin, CA.

What are the main responsibilities of the Administrative Assistant?

Responsibilities include utilizing tax and accounting software, assisting with new client set-ups, preparing engagement letters, acting as a liaison between clients and staff, preparing tax returns, monitoring the client portal, and providing general administrative support.

Are there opportunities for career growth within the company?

Yes, Eide Bailly offers opportunities for education and career growth as part of their supportive workplace culture.

What qualifications are required for the Administrative Assistant position?

Candidates should have a high school diploma, 3+ years of administrative support experience, proficiency in specific software applications, strong communication skills, and the ability to perform physical tasks such as sitting, standing, and lifting.

Is experience in public accounting administration preferred?

Yes, experience in public accounting administration is considered a plus.

What is the pay range for the Administrative Assistant role?

The compensation for the position ranges from $23.00 to $33.00 per hour.

What benefits does Eide Bailly offer?

Benefits include generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, a lifestyle spending account, certification incentives, and education assistance.

What type of environment does Eide Bailly promote?

Eide Bailly promotes a collaborative workplace culture based on integrity, authenticity, and support for one another.

How will I be notified if I'm a good fit for the position?

If you look like the right fit, one of the recruiters will reach out to schedule a phone interview with you.

Are there any requirements regarding work authorization?

Yes, candidates must be authorized to work in the United States now or in the future without visa sponsorship.

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Eide Bailly LLP

What inspires you, inspires us.

Accounting
Industry
1001-5000
Employees
1917
Founded Year

Mission & Purpose

We’re Eide Bailly (I’d bay-lee), a business advisory, accounting and technology firm built with our clients in mind. Our goal is your success and we’re here to help you every step of the way. What inspires you, inspires us.