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Singerlewak

Posted 1 day ago

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Administrative Assistant

San JoseOn-site

AI Summary

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.

About this role

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.

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