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

Administrative Assistant

About this role

Responsibilities

Knowledge, Skills & Abilities

Qualifications

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