Administrative Support Specialist

7 hours ago


Tustin, California, United States Eide Bailly Full time
Job Summary

We are seeking an experienced Administrative Assistant to join our team at Eide Bailly in Tustin, CA. As an Administrative Assistant, you will provide high-level administrative support to our team, ensuring seamless day-to-day operations and exceptional client service.

Key Responsibilities
  • Utilize tax and accounting software to complete various tasks, including data entry, report preparation, and document management.
  • Assist with new client onboarding, including preparing engagement letters and tracking client communications.
  • Prepare and send documents for e-signature using DocuSign, and monitor client portal activity.
  • Act as a liaison between clients and Eide Bailly staff, providing exceptional customer service and resolving issues promptly.
  • Prepare and deliver tax returns to clients, and follow up on outstanding items.
  • Monitor jobs and communicate regularly with partners and managers to ensure timely completion and high-quality results.
  • Prepare reports, company materials, and client documents as directed, and make arrangements for client and internal staff meetings.
  • Provide general administrative support to partners, managers, and staff, including answering phones, greeting clients, and performing various administrative tasks.
Requirements
  • High school diploma and 3+ years of experience in administrative support, with a strong background in public accounting administration.
  • Proficiency in Microsoft Excel, Word, and Outlook, as well as experience with DocuSign and Adobe Acrobat.
  • Excellent written and verbal communication skills, with the ability to maintain confidentiality and work independently with minimal supervision.
  • Ability to lift 20 pounds and work in a fast-paced environment with multiple priorities and deadlines.
What We Offer

Eide Bailly offers a competitive compensation package, including a salary range of $23.00-$33.00 per hour, as well as comprehensive benefits, including medical, dental, and vision insurance, 401(k) profit sharing, and a referral program.

We are an affirmative action/equal opportunity employer, committed to diversity and inclusion in the workplace. If you are a motivated and detail-oriented individual with a passion for administrative support, we encourage you to apply for this exciting opportunity.



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