Tax Coordinator
Woodland Hills, California
Tax – Tax /
Full Time Hourly /
Hybrid
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.
Responsibilities
- Tracks progress of tax returns from start to finish
- Downloads tax documents from portal and distributes to assigned tax staff
- Manages clients’ paper documents, including safeguarding of information and delegating to administrative assistants or tax interns for scanning
- Assembles and sends finalized tax returns to clients electronically or via mail
- Preparation of engagement letters, Power of Attorney, Manage electronic signatures, and Clients’ intake forms
- Projects coordination, workflow control, manage documents retention utilizing firm designated document management system.
- Manage billing and collection
- Assist with time and expense entry
Knowledge, Skills & Abilities
- Ability to accurately and effectively manage aggressive deadlines and timelines.
- Very detailed oriented
- Self-Sufficient, requiring minimal supervision
- Knowledge of office equipment printers/fax/scanners
- Good interpersonal skills, able to get along with many kinds of personalities
- Dependable, Excellent attendance
- Good knowledge in tax related tracking software to include document management system and e-signatures
Qualifications
- Community college or undergraduate degree (or equivalent)
- Experience in TAX Dept of CPA firm
- Typing skills of 50+ WPM
- Proficient in Microsoft Office Tools (WORD, EXCEL, Outlook)
- Mandatory paid 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.
$25 - $38 an hour
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.
