Job Description
SingerLewak is a Top 100 accounting and consulting firm primarily operating in the western region. Serving clients since 1959, SingerLewak has developed a reputation for excellence and expertise in the accounting and management consulting industry. Providing the services of a large firm with a blended environment of practices, services and industry specializations, SingerLewak continues to demonstrate renowned industry leadership year-over-year. The firm takes pride in client service and professional and personal advancement, as demonstrated by our SL forward program which promotes a culture of learning and growth through targeted development and leadership programs and SL Cares, together with a continual focus on client service and technological evolution.
Responsibilities
- Proactively provides daily support for Partners and Managers
- Maintains electronic files of records and correspondence (Cloud based e-filing and document management). Locates files (past and current) for partners and staff
- Manages multiple Outlook calendars, contacts, and other delegations. Schedules and arranges meetings – virtually and/or live-in-person (requiring further in-office preparations and conference room set-ups), and may be asked to take notes/minutes
- Enters time and expense reports on behalf of Partners/Managers or department staff, processes billing to specifications and distribute invoices
- Answers incoming calls on a rotation basis
- Signs on behalf of superior, as delegated, his or her name to correspondence, requisitions, vouchers, and other forms of consequence via SafeSend
- Circulates reports to department staff to gather updates containing results that tend to establish precedents, and organizing/saving back-up correspondence for future reference
- Preparation of engagement letters, Manage SafeSend
- Assists with billing and collection
- Prints tax returns for preparers
- Makes post office errands as needed
- This position also supports the Tax Department:
- Accurate tracking of all tax returns generated by the firm and ordering supplies and forms directly related to the tax department
- Acts as assistant to the Tax Coordinator(s) during busy season and when extensions are due
- Overtime work from January to April; and other key tax deadline periods in July, September and October may be in excess of 45 hours per week
Knowledge, Skills & Abilities
- Ability to effectively manage aggressive deadlines and timelines
- Knowledge of office etiquette, methods and procedures
- Ability to operate office equipment - all-in one printer/scanners, laptops & computers, e-fax
- Strong verbal and writing skills
- Strong organizational skills
- Ability to maintain confidentiality
- Proficient in Microsoft Office Tools (WORD, EXCEL, Outlook)
Qualifications
- Two (2) years of clerical experience, organization, coordination, and performance of duties at a responsible level
- Community college or University graduation preferred (or work experience equivalent)
- Typing skills of 50+ WPM
- Experience working in CPA firm preferred
SingerLewak is an affirmative action-equal opportunity employer and complies with all applicable federal, state and local laws regarding recruitment and hiring. All qualified applicants are considered for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other category protected by applicable federal, state or local laws.
