Lisa Margolis Email & Phone Number

Newport Beach, Ca

Provide executive administrative support to the firm’s partners, schedule appointments, maintain complex calendars, and advise the executives on daily business activities. Prepare reports and other confidential materials requiring knowledge of the firm’s policies, procedures, and operations. Manage projects such as collaborating with managers to update and create forms. Support marketing efforts by managing the company’s website monthly updating and post monthly articles to clients. Administrative Assist Managers with weekly workload management for staff. Relieve the Partners with any administrative tasks on their desks. Oversee Due Date Tracking in Project Management for all client work.  Arrange, schedule, and coordinate meetings Schedule, prepare agendas, and coordinate onsite meetings with managers, supervisors, and trainers. Prepare for meetings by creating PowerPoint, Excel spreadsheet, and Word presentations, securing information requested by executives, researching inquiries and issues, and compiling various reports and analyses. Act as meeting recorder when requested.Bookkeeping Oversee tracking and preparation of all invoices and expense reports. Manage CPE records for Partners and Managers. Assist with payroll, process expense reports, and manage AR Aging follow-up with email correspondence and calls to clients, as needed.Human Resources & Training Work with recruiters to hire personnel. Contact candidates, conduct initial phone interviews, schedule appointments with managers, prepare offer letters, and follow-up. Handle onboarding components such as new hire orientation, company tour, and staff introductions. Schedule training between busy seasons both internally and externally.Facilities Management Assist with facilities such as remodeling and upkeep. Trouble-shoot IT issues with our IT service provider.

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Supported Tax Partners, Managing Directors and Managers within the Specialty Service Lines. Administrative Screened external and internal communication for Partners. Managed calendars, schedule, and track all appointments and meetings. Scheduled domestic and international conference and video conference calls. Scheduled and arrange travel and accommodations for Tax Partners and Managers. Created, reviewed, and finalized engagement letters, ‘statement of works’, and internal memos and transcribed voicemail. Liaised with clients and track engagement letters for signature status.Accounting Processed client billings to ensure timeliness of receipt. Created, reconciled, and submitted partners’ and managers’ weekly expense reports. Assisted as back-up tax return assembly during busy season.Event Planning Coordinated, oversaw, and participated in community service events sponsored by Grant Thornton. Prepared flyers and ordered supplies.

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Provided administrative support for the Chairman of the Board, President and CFO, managed the office, and supervised staff.Office Manager & Supervisor Supervised front office receptionist and administrative staff. Responsible for managing and maintaining general office organization, kitchen, and equipment. Oversaw the procurement of office supplies.Administration Screened incoming calls for Executive staff. Managed and maintain Executive calendars and schedule appointments and meetings.  Scheduled and arranged private and commercial flights for both international and domestic travel.Property Management Support Worked directly with tenants to address property issues. Revised rental and lease contracts. Liaised directly with property managers to ensure timely communication on tenant matters.Accounting Created, reconciled and submitted weekly expense reports.Event Planning Planned and coordinated office-wide events including Community Service Days, team outings, holiday parties, and the Board of Directors retreats.