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BeachFleischman · 4 weeks ago

Administrative Assistant - Assurance and Advisory Department

2201 East Camelback Road, Phoenix, AZ, USA

Full-time

Onsite

Mid Level

3+ years exp

BeachFleischman is seeking an Administrative Assistant for their Assurance and Advisory Department. The role involves providing administrative support to A&A principals and senior managers, coordinating workflows, managing client-facing documents, and ensuring operational efficiency within the department.

AccountingConsulting

Responsibilities

Proofread, format, and edit financial statements to ensure accuracy

Copy and bind financial statements, proposals, and audit presentations

Prepare and distribute various client-related documents, including engagement letters, welcome letters, management letters, and representation letters

Monitor A&A engagements in scheduling software to ensure timely progress and completion

Provide administrative support to assigned principals and senior managers, including:

Billing assistance

Travel arrangements

Document management, including copying, scanning, and filing

Coordinating daily mailings, FedEx, and courier deliveries

Organize meetings, order lunches, and support internal communications

Prepare daily deposits and assist with building facilities as needed

Serve as the primary point of contact for:

Confirmations (BankVod)

File finalizations, tracking, and rollovers

AuditDashboard, including uploads, downloads, and rollovers

Assist with e-filing tax returns

Answer calls on a multi-line phone system and meet and greet clients upon arrival

Generate reports and other requested documents

Provide backup support to administrative colleagues as needed

Perform additional duties as assigned to meet department and firm needs

Qualification

Microsoft Office SuiteAttention to detailOrganizational skillsWritten communicationVerbal communicationMulti-taskingProfessional services experienceAdministrative experience

Required

Minimum of three years administrative experience

High School Diploma or GED required

High attention to detail and strong organizational skills

Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)

Excellent written and verbal communication skills

Ability to manage multiple tasks and prioritize effectively in a fast-paced environment

Preferred

Professional services experience preferred

Company

BeachFleischman

BeachFleischman was formed in 1990 and has grown to be the largest locally-owned CPA firm in Arizona and a “Top 200” largest CPA firm in the United States.

Founded in 1989

Tucson, Arizona, USA

51-200 employees