Executive Assistant

Job Title: Executive Assistant

Department: Audit

Position Summary:

The Executive Assistant plays a key role in supporting the operational excellence and continued growth of the Audit Practice. This position partners closely with Audit leadership to coordinate engagement administration, resource planning, practice operations, and team initiatives, enabling professionals to focus on delivering exceptional client service.

Key Responsibilities:

Engagement Administration

Support the full administrative lifecycle of audit engagements from client acceptance through report issuance by:

Preparing engagement letters and related documentation

Coordinating conflict checks and client acceptance and continuance procedures

Setting up new clients and engagements in Aderant

Coordinating audit confirmations

Monitoring and tracking client Provided By Client (PBC) requests

Formatting financial statements and audit reports

Coordinating report issuance and preparation of bound financial statements

Maintaining engagement files, electronic workpapers, and client portals

Resource Management & Capacity Planning

Assist with practice scheduling and resource coordination by:

Maintaining the audit resource management schedule

Coordinating staffing assignments and schedule updates

Tracking team PTO, training, and availability

Monitoring engagement timelines and deadlines

Identifying scheduling conflicts and recommending solutions

Supporting busy season staffing and capacity planning

Preparing workload and utilization reports for leadership

Practice Operations

Support the infrastructure and operational processes that drive an efficient and scalable audit practice by:

Maintaining audit playbooks, templates, and standard documentation

Coordinating LC Vista and other internal training initiatives

Assisting with technology implementations and process improvements

Maintaining operational dashboards and reporting

Coordinating team meetings, agendas, and follow up action items

Supporting billing administration and workflow enhancements

Tracking audit quality and SQMS compliance requirements, including engagement quality review needs, independence confirmations, outstanding review notes, required documentation, report release milestones, and archive deadlines to help ensure timely compliance throughout each engagement

Team & Practice Development

Contribute to the continued growth and success of the Audit Practice by:

Coordinating recruiting and interview logistics

Supporting business development efforts, proposals, and marketing initiatives

Assisting with onboarding of new team members

Planning and coordinating team meetings, events, and recognition activities

Supporting client communications and other practice initiatives as needed