Administrative Assistant
Salary undisclosed
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SingerLewak is a Top 100 accounting and consulting firm in the west 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 evolvement.
- Tracks progress of tax returns from start to finish
- Assembles and mails tax returns
- Tracks E-file returns
- Orders and distributes tax-related supplies, forms, and publications
- Scans returns and tax-related documents into Go File Room
- Prepares engagement letters and Powers of Attorney. Manages DocuSign and clients’ intake forms
- Manages billing and collections
- Coordinates travel arrangements
- Assists with time and expense entry
- Ability to accurately and effectively manage aggressive deadlines and timelines
- Typing skills of 50+ WPM
- Proficient in Microsoft Office Tools
- Community college or University graduate (or equivalent)
- Experience working in CPA firm preferred
SingerLewak is a Top 100 accounting and consulting firm in the west 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 evolvement.
- Tracks progress of tax returns from start to finish
- Assembles and mails tax returns
- Tracks E-file returns
- Orders and distributes tax-related supplies, forms, and publications
- Scans returns and tax-related documents into Go File Room
- Prepares engagement letters and Powers of Attorney. Manages DocuSign and clients’ intake forms
- Manages billing and collections
- Coordinates travel arrangements
- Assists with time and expense entry
- Ability to accurately and effectively manage aggressive deadlines and timelines
- Typing skills of 50+ WPM
- Proficient in Microsoft Office Tools
- Community college or University graduate (or equivalent)
- Experience working in CPA firm preferred