Provide administrative support to A&A and Tax departments: track and assemble tax returns, manage filing and correspondence, assist Tax Coordinators during busy season, handle partner billing/expense reports, schedule appointments/travel, perform front-desk and shared office duties, and draft requested reports.
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
- This position supports the A&A + Tax Departments
- Tax: accurate tracking of all tax returns generated by the firm and ordering supplies and forms directly related to the Tax Department.
- Composes, types or transcribes routine correspondence or other writing duties as required/requested.
- Acts as assistant to the Tax Coordinators during busy season and when extensions are due.
- Maintains file of correspondence or other records, electronically or paper.
- Receives, reads and routes incoming mail to Partner or department staff as appropriate or as requested/required.
- Enters chargeable time, prepares expense reports and handles billing for partners.
- Maintains control file of all matters in progress for each assigned Partner/Manager.
- Drafts financial, statistical, narrative, and/or other reports as requested.
- Shares office duties: office filing, kitchen clean-up/organization, front desk receptionist
- Assembles, changes and mails tax returns.
- Schedules appointments, meetings, travel arrangements for any assigned Partners as requested or required.
Qualifications
- 2 years of administrative work experience (supporting C-Level executives highly preferred).
- Basic knowledge of Microsoft Office tools (Word, Excel, Outlook)
- Strong verbal, organizational and assertive interpersonal skills working with a team.
- Ability to use extreme discretion with highly confidential matters.
- Mandatory overtime work from January to April; and other key Tax Deadline periods in July, September, October - may be in excess of 45 hours per week.
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.
SingerLewak LLP San Francisco, California, USA Office
262 Grand Ave, San Francisco, United States, 94080
SingerLewak LLP San Jose, California, USA Office
160 W Santa Clara St, San Jose, United States, 95113
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