Executive Assistant

Opportunity to work as an Executive Assistant, this is more of a Junior Executive Assistant reporting to a Partner. Our client handles accounting for the Entertainment industry and are located in Sherman Oaks. We are looking for someone who has bookkeeping skills as well as Executive Assistant skills, so more of a hybrid role.

This position is located in the San Fernando Valley in Sherman Oaks.

Responsibilities include but not limited to :

Billing clients

Preparing invoices

Generating statements

Printing and sorting

Mailing & emailing

Answering phones courteously, screening Partner & Firm Administrator calls

Entering Partner time sheets daily

Setting up new clients in Axcess, adding to Workstream, and recording in Outlook

Processing credit card payments

Calendaring events

Monitoring Partner schedules

Welcoming Clients (escorting to conference room if here for a meeting, offering a beverage)

Greeting Vendors (screening them and helping if here for servicing equipment, plants…)

Scheduling client meetings in person and on Zoom

Corresponding with clients as directed via phone or email

Contact and correspond with various tax agencies via phone, email and written correspondence as directed.

Anticipate Partner needs and provide timely assistance in whatever capacity is called for

Recording and saving client source documents

Preparing and sending via DocuSign questionnaires / organizers / engagement letters / paperless agreements

Assembling and sending via DocuSign tax returns

Tracking tax returns and efiles

Entering CCH charges

Collecting A / R as directed

Ordering office supplies as directed

Ordering food for office events (monthly birthdays, partner meetings etc.)

Foster teamwork and an enjoyable work environment

Please submit your resume to pauline@casbonassociates. net

Salary range is up to $75k commensurate with experience.

Great benefits and a wonderful team culture / family environment.