Find & Apply For Office / Administrative Assistant Jobs in Rowland Heights, California

About Simon & Edward, LLP Simon & Edward, LLP is a PCAOB-registered public accounting firm founded in 1989. We provide audit, accounting, and advisory services to publicly traded and privately held companies, including SEC registrants, IPOs, SPACs, and international businesses. We are seeking an organized, dependable, and detail-oriented Engagement & Administrative Assistant to support our partners and professional staff with client billing, engagement documentation, regulatory and administrative filings, and general firm administration. Position Summary This position is primarily responsible for client billing, engagement administration, document preparation and filing, and internal administrative coordination. An accounting degree or prior public accounting experience is not required. The ideal candidate is highly organized, comfortable working with numbers and business documents, attentive to details and deadlines, and willing to learn the administrative processes and terminology of a CPA firm. Training will be provided for firm-specific procedures. Key Responsibilities Billing & Engagement Administration Prepare and issue client invoices based on engagement terms and instructions from partners and managers. Maintain billing schedules and related engagement records. Monitor outstanding invoices and assist with collection follow-up. Prepare engagement letters and other standard client documents using firm templates. Coordinate electronic signatures and maintain executed engagement documents. Assist with new engagement setup and administrative acceptance procedures. Maintain accurate client and engagement information and tracking schedules. Engagement Documents & Regulatory Administration Assist with preparation and filing of PCAOB Form AP based on information provided by engagement teams. Prepare independence letters, approval forms, and other standard engagement documents using established templates. Monitor required engagement documents and administrative deadlines. Organize and maintain engagement administrative files. Coordinate document execution, electronic filing, and document retention. Follow up with partners, managers, and staff regarding outstanding administrative items. Staff & General Administration Monitor staff timesheet submissions and follow up on missing or incomplete timesheets. Assist with employee onboarding documents and maintenance of personnel records. Maintain electronic and physical filing systems. Prepare routine correspondence and administrative documents. Assist with scheduling and coordination of internal meetings and activities. Provide general administrative support to partners and professional staff. Assist with other administrative projects as needed. Qualifications Required Associate's degree, Bachelor's degree, or equivalent relevant work experience. 1-3 years of administrative, billing, office, or professional-services experience preferred. Strong organizational skills and attention to detail. Good written and verbal communication skills. Proficiency in Microsoft Word, Excel, Outlook, and Adobe Acrobat. Comfortable working with invoices, spreadsheets, numbers, and business documents. Ability to manage multiple assignments and meet deadlines. Ability to follow established procedures carefully and consistently. Professional handling of confidential client and firm information. Dependable, responsible, and willing to learn. Preferred Administrative experience in a CPA firm, law firm, financial services firm, or other professional-services environment. Prior Accounting or QuickBooks experience is a plus. Bilingual in English and Chinese is a plus. What We Value We are looking for someone who is: Detail-oriented and highly organized Dependable with strong follow-through Able to learn new procedures quickly Comfortable working independently Professional in communicating with clients and colleagues Able to manage recurring deadlines without constant supervision A team player with good judgment and discretion Benefits Competitive compensation based on experience Health insurance 401(k) plan Paid vacation and holidays Bonus program Professional development opportunities

Job Type:

Full-time Pay:

$23.00 - $28.00 per hour Expected hours: 40.0 per week

Experience:

Accounting:

1 year (Preferred)

Work Location:

In person