Executive Assistant

Executive Account Manager – Financial Services

We are partnering with a Financial Services company in the Beverly Hills area. This role focuses on executive support and account management responsibilities, with a 5‑Year Placement Guarantee.

Base pay range: $75,000 – $85,000 per year.

Location:

Beverly Hills, CA. Remote or onsite work arrangements are possible based on the client’s needs.

Seniority Level: Associate

Employment Type:

Full‑time

Job Function:
Administrative, Accounting/Auditing, Finance

Industry: Real Estate, Accounting, Financial Services

• Track and monitor budget vs. actuals for agency clients, ensuring that account managers close their books in a timely fashion and outside reporting is obtained by outside parties.
• Prepare budget vs. actuals reports monthly for certain clients using Microsoft Excel.
• Receive and assess incoming mail, forwarding it as needed to responsible parties.
• Assist the tax partners with managing client notices, ensuring timely responses are provided.
• Help draft notice responses and coordinate partner/client signatures whenever needed. At times this requires phone communication with state agencies.
• Manage biweekly and monthly agency calls & ensure last‑minute meeting requests are handled.
• Schedule, send reminders, and ensure the partner has what they need for calls with clients.
• Occasionally attend client calls and follow up on action items.
• Provide proactive email reminders for key projects, deadlines, and action items related to tax filings, client business management open tasks, and other related tasks.
• Support special projects such as drafting lease agreements, reviewing foreign credit card statements, summarising inspection agreements, drafting onboarding materials for clients, researching tax matters, obtaining EINs/Tax IDs for clients, etc.
• Act as the primary point of contact for both tax partners, handling scheduling, correspondence, and follow‑up tasks and acting as a gatekeeper (try to resolve other people’s questions before they reach the partner).

• 3–4 years of supporting Director‑level or C‑Suite executives, preferably in a tax or accounting firm.
• Prior experience working with high‑level executives, where priorities are always shifting.

• Strong organisational skills and attention to detail.
• Proficiency in Microsoft Office Suite (Excel, Word, PowerPoint, Outlook) and experience with financial software or budgeting tools.
• Excellent communication skills, both written and verbal.
• Ability to multitask and manage shifting priorities in a fast‑paced environment.
• Strong problem‑solving abilities and a proactive approach to identifying and addressing potential issues.
• Knowledge of basic tax or accounting principles is a plus.

• Self‑starter with the ability to work independently while also being a team player.
• Discreet and trustworthy with sensitive and confidential information.
• Ability to handle high‑pressure situations and deadlines with professionalism.
• Adaptability and a willingness to learn and take on new responsibilities.

• Medical insurance
• Vision insurance
• 401(k)