808.734.9103
05.29.08 - Legal Secretary Position-HLSP
| MEMORANDUM |
| TO: Legal Education Majors |
| FROM: Cynthia N. Kimura, Counselor |
| DATE: May 29, 2008 |
| SUBJECT: Legal Secretary Position-HLSP announcement |
Hawaii Legal Support Professionals
Employment Opportunity (rec’d 5.29.08 from Evelyn Gomez)
Sterling & Tucker
From Leslie Ishimi, Firm Administrator
Direct: (808) 791-9954
Legal Secretary Position
The usual -- Organized, responsible tax oriented secretary capable of tracking & meeting deadlines in fast-paced office; 3+ years sec exp, business college graduate or equivalent; Strong word processing and writing skills, spreadsheet and database exp., 60+ wpm.; Scanning, proofing, corresp., billing, e-filing, return processing, time-keeping, and routine clerical.
(FYI) Basic tasks include:
obtain EIN’s from IRS; keep track in database, prep Form SS-4s
understand workflow before it goes to CPA and processing after
database entry
continuing education tracking
Form 56
research instructions as necessary
track due dates, file extensions
special attention to out-of-state clients when dealing with due dates
client evaluation forms, track stats
retire old files
follow-up w/clients for missing info
Corres -- draft response letters, mail merges as requested, revise bills/cover ltrs, reminder ltrs, engagement ltrs
scanning, bookmarking, engagement ltrs
Process Individual, Corp., partnership, fiduciary, NPO, BKCY returns; transmit e-files
Maintain Return Receipt Log binders
Prepare forensic reports
Phone Work
Assist CPAs with copying, errands, data entry, filing, proofing
Time-keeping