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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Sweetbriar CourtToledo, OH Street Address
EMAIL AVAILABLEC: PHONE NUMBER AVAILABLEQUALIFICATIONS SUMMARYSkilled, dedicated and passionate executive leader with more than 20 years of experience coordinating, planning and supporting daily operational and administrative functions.Daily duties range from answering phones, organizing travel and accommodation, creating reports, filing, typing, documenting and most importantly the eyes, ears and communicator between top executives and c-level management all the way down to staff and admin team.Develop and maintain administrative processes to improve accuracy and efficiency for day to day functions and reduce redundancy to achieve organizational objectives.Highly focused and results oriented in supporting complex, deadline-driven operations; able to identify goals and priorities and resolve issues in initial stages.Ability to foster and maintain business relationships with existing and prospective clients.EMPLOYMENT HISTORYGBQ PARTNERS LLC Tax Administrator Feb 2020 - PRESENTWEBER CLARK Tax Administrator Jul 2017 Feb 2020Reports to Tax Partner & Tax Managers performs coordination of tax department processes and production; administrative support functions on behalf of the firms professional staff, and maintains firm-related responsibilities.Assist tax managers to train tax staff and share firm best practices to ensure that clients receive the best possible professional services and products.Proficient in Microsoft Office software as well as office equipment, such as laptop, copier, telephone switchboard and other related office and software programsAbility to understand and fulfill oral and written directions and excellent problem solving, analytical skills and demonstrated prioritization skills.Coordinate all Tax Department productionoDue date reports, assigning tax jobs, following up with preparers and managers, coordinating with other departments for staff availability, generating production reports in the electronic workflow systemProcess all tax extensionsozero extensions, add new clients to the document management system, releasing and upload all releases and acceptances to the document management system, mail paper extensionsCoordinating all e-filing activityorelease tax returns, upload documents to GFR, manage routings, rejections, reports and deadlines of all efilesProficient in identifying, correcting, setting up new tax workflows and maintaining issues and workflows with the XCM databaseCoordinating tax organizers and annual letters to clientsPerform administrative and firm support tasks as well as monthly billing invoices, update client billing information in Practice Management and monthly collection calls.Create and maintain bi-monthly tax manager meeting agendas.File and store hard and electronic copies of tax documents according to department organization procedures.Perform routine data entry workPLANTE & MORAN, PLLC Office Manager Jul 2013 May 2017Responsible for the selection, interviewing, hiring and supervision of all administrative staffPrepared, assisted and delivered annual performance reviews for administrative staffCoordinated office practice development events (retirements, office celebrations, firm conference, golf outings, blood drive, flu clinics, end of the year holiday part and picnics)Proposal Champion for the Toledo office updated, proofread and created proposals, documents and reportsCoordinate and assist tax processing (CCH Axcess, Firmflow, Efile)Process AP invoices to ensure correct coding of accounting classification for paymentLead additional special projects as needed; communicate with all levels of managementAssist with onboarding of new staff throughout the year as well as managed all technical setup for staffAssist with various committees to ensure awareness of budget is within firms standardsCoordinated, managed and maintained voicemail systems (Microsoft Lync)Manage Microsoft calendars, travel and meetings for Partners and staff within the firmImplemented best practices for staff within the officeCross trained admin team to be proficient with Microsoft Office, proposals and office procedures to assist with any staff requestsTEMPORARY POSITIONSUTMC Asst Advanced Clinical Dept Nov 2012 July 2013MERGIS GROUP Recruiter Nov 2011 Nov 2012OWENS CORNING Marketing Administrator Feb 2010 Nov 2011HCR MANORCARE / HEARTLAND INFO SVCS Dec 1998 Aug 2009 Executive Assistant Apr 2007 Aug 2009Provided administrative support for CEO, CFO and VPs.Develop monthly cost evaluations and reports; including compliance-credit, capacity, analytical and monthly forecast reportsResponsible for the assimilation of all fiscal reports, created proposals for company operations as well as quarterly communication reports for Board of Directors meetingsArrange meetings, created presentations and events for over 100 attendeesReduced company travel expenses by identifying cost-effective travel agencies (hotel, rental car) and negotiated vendor contractsPreparing financial statements, reports, memos, invoices letters, and other documents.Answering phones and routing calls to the correct person or taking messages. Open, sort and distribute incoming faxes, company correspondence and emails of executive membersResearching and conducting data to prepare documents for review and presentation by boards of directors, committees, and executives.Reading and analyzing incoming memos, submissions, and distributing them as needed.Making travel arrangements for executives.Experience as a virtual assistant.Demonstrated capacity to provide comprehensive support for all levels of staff - excelled at scheduling meetings, coordinating travel, business contracts and managing tasks to facilitate organizational growth and development.Proven track record of accurately completing research, reporting, information management, and marketing-support activities with demanding timeframes.Administrative Assistant to CFO & VP of Rehab Services Department Oct 2006 Apr 2007Sales and Marketing Support Specialist Jan 2004 Oct 2006Credentialing Supervisor Dec 1998 Dec 2003EDUCATIONUniversity of Findlay, Findlay, OH - Bachelors of Science, Business Mgmt May 2003Owens Community College Toledo, Ohio - Associate Degree, Accounting May 1999TECHNICAL SKILLSTax Software Sureprep, CCH Axcess, GFR, CRM, XCMMicrosoft Office Software (Word, Excel, Powerpoint, Outlook, Skype)Google Docs, Concur, Sharepoint, Practice Management, Render |
