Administrative Assistant

Why You'll Love Working Here

At Eide Bailly we believe respect is how to treat everyone, not just those you want to impress. Our culture focuses on collaboration to achieve career growth.

We promote happy employees by making work / life balance a priority along with being actively involved in our communities.

Our dedication to service can be seen through the Firm's decision to match charitable donations made by employees, as well as providing opportunities to volunteer throughout the year.

Most importantly, we like to have fun! We offer a professional and fun work environment with frequent lunch and learns, socials, contests, outings and other events.

Typical Day in the Life

A typical day as an Administrative Assistant in Tustin, CA might include the following :

• Utilize tax and accounting software and other software applications to complete a wide range of tasks.
• Assist with new client setups.
• 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.
• Prepare and assemble reports, company materials and client documents as directed.
• Make arrangements for various client or internal meetings and department training via conference calls, video conference 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.
• Primarily support the top management in the Tax 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

Who You Are

• 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 functionsDocuSign and can create, send and track documents for e-signature.

Adobe Acrobat and can create, edit, and comment on PDFs.Microsoft Outlook and Teams including ability to create meetings, reserve conference rooms, view other calendars, create and manage email & messages, and participate in Teams video calls.

• 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 a strong 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 up to 20 lbs.

Must be authorized to work in the United States now or in the future without visa sponsorship.

Benefits and Compensation

Our compensation philosophy emphasizes competitive and equitable pay. Eide Bailly complies with all local / state regulations regarding displaying salary ranges.

Final compensation decisions are dependent upon factors such as geography, experience, education, skills, and internal equity.

Salary Range : $24.00-33.00 / hr.

Beyond base salary, Eide Bailly provides benefits such as : generous paid time off, comprehensive medical, dental, and vision insurance, 401(k) profit sharing, life and disability insurance, lifestyle spending account, certification incentives, education assistance, and a referral program.