SingerLewak LLP

Accountant

• SENIOR ACCOUNTANTS PERFORM MOST WORK ASSIGNED WITH MINIMUM ASSISTANCE.
• THEY OFTEN LEAD ONE OR MORE ASSISTANTS, INSTRUCT THEM IN WORK TO BE PERFORMED, REVIEW THE WORK DONE, AND DIRECT NECESSARY REVISIONS.
• SENIORS ARE REQUIRED TO MAKE DECISIONS ON ALL BUT THE MOST UNUSUAL ACCOUNTING AND AUDITING MATTERS.
• PERFORMS DIVERSIFIED ACCOUNTING, AUDITING, AND TAX ASSIGNMENTS UNDER THE DIRECTION OF SUPERVISOR, MANAGER OR PARTNER.
• DEMONSTRATES COMPETENCY IN TECHNICAL SKILLS, WORK QUALITY, AND APPLICATION OF PROFESSIONAL AND FIRM STANDARDS.
• INTERACTS WITH CLIENTS ON A FREQUENT BASIS (I.E. DAILY, WEEKLY OR MONTHLY), AS NEEDED UNDER THE SCOPE OF EACH ENGAGEMENT.
• RESPONDS TIMELY TO CLIENT INQUIRIES; MEETS TIME CONSTRAINTS AND CLIENT DEADLINES.
• PARTICIPATES IN PLANNING AND SCHEDULING CLIENT ENGAGEMENTS.
• DIRECTS AND INSTRUCTS ASSISTANTS, WHERE APPLICABLE, IN WORK TO BE PERFORMED AND WORKING PAPER REVIEW.
• TIMELY PERFORMS ASSIGNED RECURRING ACCOUNTING DUTIES IN ACCORDANCE WITH ENGAGEMENT SCOPE. THESE CAN INCLUDE BUT ARE NOT LIMITED TO; POSTING ACCOUNTS PAYABLE OR ACCOUNT RECEIVABLE TRANSACTIONS, PAYING VENDOR AND EXPENSES DUE, DEPOSITING CHECKS AND ENSURING ALL BANK TRANSACTIONS ARE PROPERLY RECORDED.
• PREPARES AND INDEXES WORKING PAPERS; PERFORMS VARIOUS PROCEDURES ESTABLISHED UNDER GENERALLY ACCEPTED ACCOUNTING PRINCIPLES TO VERIFY ACCURACY AND VALIDITY OF CLIENT’S FINANCIAL MATTERS.
• PREPARES COMPLICATED TAX RETURNS AND RETURNS ON DISSOLUTION OR LIQUIDATION.
• SUGGESTS CLIENT TAX PLANNING IDEAS TO SUPERVISOR, MANAGER, OR PARTNER.
• PREPARES ROUTINE CORRESPONDENCE TO CLIENT FOR APPROVAL AND SIGNATURE OF A PARTNER; WRITES COMMENTS FOR MANAGEMENT LETTERS.
• DRAFTS REPORTS INCLUDING FOOTNOTES.
• PERFORMS THE BROADEST RANGE OF ACCOUNTANT TASKS SO THAT DIRECT PARTICIPATION OF SUPERVISORS, MANAGERS, OR PARTNERS IS KEPT TO A MINIMUM.

Senior Accountant, Tax

• Responsible for all services rendered to clients in the functional areas of accounting, taxes, or management advisory services.
• Reviews and signs off on tax returns.
• Involved with the administration of the personnel function as it relates to acquisition, training, retention, and utilization of accounting staff.
• Develops new business through expanding services rendered to existing clients, pursuing contact with prospective clients, and maintaining contacts with bankers, attorneys, investment bankers, and others.
• Emphasizes continuity in the assigning of accounting staff to specific assignments.
• Responsible for the development, coaching and training of all tax employees.

Tax Partner

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Demonstrates thorough knowledge and proficiency in advanced technical skills necessary for advising clients.
• Performs all task related to client service and sees that assignments are accomplished within budgeted time.
• Participates actively in client meetings and tax planning efforts to assist the Auditing and Accounting Department with larger clients.
• Acts as a resource for tax preparers/specialists and A&A staff on specific tax issues and/or questions.
• Assumes tax preparation responsibility for the more complex business returns.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Assumes responsibility for smooth flow of tax returns through the tax preparation system to assure accurate, complete and timely preparation and delivery of all clients’ tax returns.
• Adheres to accurate and timely billing and collection processes are made.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• **Supervisory Responsibilities:**
• Responsible for the development, coaching and training of Supervising Seniors, Seniors, Semi-seniors and Staff accountants.
• Must be familiar with the qualifications of all Tax staff members for the development and instruction of their training needs.
• Participates in reviews and evaluations of the Tax Department.

Tax Manager

• Performs technical tax review and approval of all tax returns and governmental tax examinations of any complexity.
• Serves as a subject matter expert in discipline or industry.
• Performs all tasks related to client service and sees that assignments are accomplished within budgeted time.
• Assumes full responsibility for larger tax returns and delegates to the various tax preparers as deemed necessary.
• Participates actively in client meetings and tax planning efforts to assist the A&A Department with larger clients.
• Assumes client service responsibility for clients the Tax Manager works directly with or clients where the responsibility is delegated from the Partner.
• Communicates to the appropriate firm personnel important tax and tax developments affecting the firms’ clients.
• Delegates and manages governmental tax examinations; may represent the client before the appropriate taxing authorities.
• Accurate and timely billing and collection processes are made.
• Possesses a complete knowledge of the firms’ philosophy and its opinions on tax matters.
• Maintains knowledge of general economic and political trends of possible tax or other legislation that could affect the business climate.
• Prepares other reports and projects as requested from time to time by the partners.
• Researches and evaluates tax preparation and tax research software for recommendation to partners.
• Participates in firm practice development efforts through involvement with referral sources, community and industry activities.
• Occasional travel for work at clients’ offices, meetings, and seminars.
• Occasional overtime work required throughout the year. Heavy overtime work required from January 1 to April 15, may be in excess of 55 hours per week.

Tax Director

IT Support

• Responsible for managing all phases of an audit or review engagement on multiple engagements at one time
• Maintains contact with clients throughout the year; possesses a thorough knowledge of the client and all facets of the client’s operations and control systems; building and maintaining good client relationships
• Apprises the engagement Director or Partner of all important developments on the client account; identifies any potential issues on each engagement and recommends solutions
• Demonstrates proficiency in technical skills, work quality, and application of professional and Firm standards including those skills necessary for advising clients
• Responsible for ensuring engagements are properly scheduled
• Obtains and maintains a thorough understanding of SingerLewak’s audit approach
• Responsible for creating, tracking and adhering to budgets for assigned Assurance and Advisory engagements; responsible for investigating and explaining budget overruns to Director or Partner and proactively identifying scope expansion opportunities
• Anticipates problem areas of engagement and questions that will arise
• Reviews financial statements and other client deliverables
• Directs, trains, supervises and reviews the work performed by senior accountants and staff accountants
• Plays a pivotal role in staff performance evaluations, reviews and periodic counseling
• Participates in the Firm’s Business Development efforts

Audit Manager, Assurance & Advisory – Government Services Sector

Director

• The Director is the liaison between the Partner, the client, and the professional staff.
• Directors are responsible for managing multiple auditing and accounting projects and client engagements simultaneously, and scheduling, staffing and coordinating engagement workflow.
• Directors develop and train staff, and make associations to develop new business for the Firm.
• The Director has mastered the skills and requirements of the Manager role and has been identified as possessing the prerequisite for future growth in the Firm.
• Directors play a lead role in maintaining client relationships.

Senior Accountant, Tax

Tax Partner

Tax Manager

Tax Director

Audit Manager, Assurance & Advisory – Government Services Sector

Audit Director – Assurance & Advisory, Government Services Sector