Executive Assistant

Key Responsibilities

• Support the full administrative lifecycle of audit engagements from client acceptance through report issuance.
• Prepare engagement letters and related documentation.
• Care for conflict checks and client acceptance and continuance procedures.
• Coordinate new client and engagement setup in Aderant.
• Manage and track client Provided By Client (PBC) requests.
• Format financial statements and audit reports.
• Coordinate report issuance and preparation of bound financial statements.
• Maintain engagement files, electronic workpapers, and client portals.
• Aid with practice scheduling and resource coordination.
• Maintain the audit resource management schedule.
• Coordinate staffing assignments and schedule updates.
• Track team PTO, training, and availability.
• Monitor engagement timelines and deadlines.
• Identify scheduling conflicts and recommend solutions.
• Support busy season staffing and capacity planning.
• Prepare workload and utilization reports for leadership.
• Aid with technology implementations and process improvements.
• Maintain operational dashboards and reporting.
• Coordinate team meetings, agendas, and follow up action items.
• Serve as the point person for billing administration and workflow enhancements.
• Track audit quality and SQMS compliance requirements.
• Ensure timely compliance throughout each engagement.

Qualifications

Required:

• Bachelor’s degree in Accounting, Business Administration, or a related field.
• Minimum of 3 years of relevant experience in audit or accounting.
• Strong organizational skills and attention to detail.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite, particularly Excel and Word.
• Experience with Aderant and LC Vista.

Preferred:

• CPA certification.
• Experience with AI tools in the hiring process.

Skills

• Strong administrative and organizational skills.
• Excellent communication and interpersonal skills.
• Proficiency in Microsoft Office Suite.
• Experience with Aderant and LC Vista.
• Ability to manage multiple projects simultaneously.
• Strong attention to detail and accuracy.
• Experience with AI tools in the hiring process.

About Us

Gursey | Schneider LLP is a Top 100 Firm and a 10-time recipient of Inside Public Accounting's Best of the Best Firms, with more than 40 years of success in the market. Our firm consists of over 200 accounting professionals, and our talented people consistently drive the success of our business through thoughtful strategy and creative problem-solving.