Executive Operations & Accounting Assistant

Executive Operations & Accounting Assistant

Recruitment began on December 31, 2025

and the job listing Expires on January 31, 2026

Internship Accounting, Data Analytics, Economics & Finance

Position
: Executive Operations & Accounting Assistant

Amesi & Associates is a women-owned accounting and business consulting firm that supports small businesses, creatives, and entrepreneurs across Southern California. We are seeking a highly organized, detail-oriented Executive Operations & Accounting Assistant to work directly with the Founder & CEO.

This role is ideal for someone with strong administrative instincts
, hands-on bookkeeping experience
, and tax preparation exposure
, who thrives in a fast-paced, client-facing environment. This person will serve as the CEO’s right hand and play a key role in daily operations, accounting support, and client service.

Key Responsibilities

Executive & Administrative Support

• Manage the CEO’s calendar, inbox, scheduling, and client bookings
• Serve as a primary point of contact for clients, partners, and internal team members
• Prepare paperwork and materials for client meetings, programs, and consultations
• Oversee client case management including onboarding, follow-ups, and document collection
• Maintain client portals, internal trackers, and workflow systems
• Assist with internal projects, deadlines, and priority management
• Handle confidential and sensitive information with discretion
• Support workshops, events, and community programs (hybrid/on-site as needed)
• Perform day-to-day bookkeeping tasks for firm and clients
• Record financial transactions and maintain accurate general ledger entries
• Complete monthly bank and credit card reconciliations (multiple accounts)
• Process client invoices, payments, and expense tracking
• Assist with financial statements, budgets, and internal reports
• Collaborate with tax professionals on 1099 preparation and year-end reporting
• Maintain organized financial documentation and compliance records
• Provide backup accounting support as needed

Tax Preparation & Client Support

• Assist with preparation of tax returns including:
• Individual (1040)
• Corporations (S-Corp, C-Corp)
• Nonprofits (as applicable)
• Review financial records to support tax filings
• Enter tax data into professional tax software
• Communicate with clients to gather documents and resolve open items
• Assist with IRS and state notices, penalty abatements, and compliance requests
• Support tax planning efforts and identify potential deductions or savings
• Stay current on basic tax regulations and reporting requirements

Qualifications & Skills

Required

• 2–5 years of experience in administrative, bookkeeping, or accounting support roles
• Hands-on experience with Quick Books (required)
• Prior exposure to tax preparation software (Lacerte, Pro Series, Turbo Tax, or similar)
• Experience supporting individual and business tax filings
• Strong organizational, time-management, and follow-up skills
• Excellent written and verbal communication skills
• Ability to explain financial information clearly to non-financial clients
• High level of discretion, professionalism, and reliability
• Must be based in Los Angeles County (in-office/hybrid role)

Preferred

• Degree in Accounting, Finance, Business, or related field (or equivalent experience)
• Experience working in a public accounting or consulting firm
• Comfort juggling multiple clients and deadlines
• Proactive, solutions-oriented mindset (“see it, own it, fix it”)

Other Information:

Physical Demands and Work Environment

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this position.

Reasonable accommodations may be made to enable individuals with disabilities to perform the functions. While performing the duties of this position, the employee is regularly required to talk or hear.

The employee frequently is required to use hands or fingers; handle or feel objects, tools, or controls. The employee is occasionally required to stand; walk; sit; and reach with hands and arms. The employee must occasionally lift and / or move up to 25 pounds. Specific vision abilities required by this position include close vision, distance vision,…