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Click here or scroll down to respond to this candidateCandidate's Name
Legal Assistant/Paralegal/Administrative Assistant/Office ManagerYorktown Heights, NY Street Address
EMAIL AVAILABLE(Street Address ) 715,9637Authorized to work in the US for any employer Work ExperienceOffice Manager/ReceptionistSmall CPA Firm - Yonkers, NY January 2020 to Present Receptionist; Answer calls, screen and direct to proper person. Handle all invoicing using Quickbooks. Handle all deposits, including entry into Quickbooks, applying to client accounts, entry into checkbook. Handle all accounts payable including verifying accuracy of bills, producing checks and entry into Quickbooks. Exporting tax returns for e-filing; printing and collating returns for clients and office files and process electronic filing. Monitor supply inventories and place orders when necessary. Contact building management when repairs and/or maintenance is required. Maintain office equipment in proper working order; arrange for repair and/or maintenance when required. Open, sort and distribute incoming mail. Process bi-weekly payroll; process payment of payroll taxes (on line) and payments to 401(k) administrator. Use secure portal to send and receive tax-related communications. Assist managing CPA with numerous tasks, including creating correspondence, printing and scanning, entering data on ProsystemFx for creation of tax returns. Handle administrator duties in setting up global settings in tax software. Handle download and installation of CCH updates to tax preparation software.Office AssistantSmall CPA Firm - Westchester County, NY August 2019 to December 2019This is a part time position in a small CPA firm. Duties include:Assembly of tax returns; Scanning;Copying;Electronic and hard copy filing;Producing invoices;Entering invoices into Quickbooks:Producing monthly statements via Quickbooks; Phone coverage for Receptionist;Scanning and filing clients brokerage statements; various miscellaneous administrative duties as directed.Legal AssistantSmall Law Firm - White Plains, NY February 2019 to August 2019Temporary position in law firm handling numerous administrative duties relating to medical malpractice suits.Receptionist/Administrative Legal AssistantCermele & Wood LLP - White Plains, NY August 2018 to January 20191. Receptionist duties:Answer phones, greet visitors, accept visitors, responsible for incoming and outgoing mail and parcels, maintain cleanliness of kitchen and reception area.Administrative duties:1. Handle all accounts payable and accounts receivable using QuickBooks.2. Enter items and time periods chargeable to clients in Big Time, proprietary software which is linked to QuickBooks for charging to clients.3. Scanning, faxing, filing (hard copy and electronic).4. Maintaining supply inventories (office and kitchen) and placing orders when necessary.5. Responsible for incoming and outgoing mail and parcels.6. Research and projects as assigned.7. Contact building management for maintenance and repairs when necessary.8. Responsible for maintenance/repair of office equipment.Legal Assistant/ParalegalLaw Office of Anthony J. Maiocchi, PLLC - Hawthorne, NY August 2017 to February 2018Debt collection on behalf of clients who are primarily credit unions; Most debts are loan balances and credit card balances. Set up new debtors in Collection Master software and create paper files. Perform internet research including credit report, Lexis Nexis, etc.If/when debtor calls, try to negotiate a payment plan or settlement to discourage impending legal action (summons & complaint, and eventual judgment) if debt remains unpaid, which can then lead to various methods of enforcement, i.e. hold on bank accounts, income garnishment.Receptionist dutiesAdministrative AsstExpress Employment Service - N White Plains, NY January 2017 to April 2017A part time temporary position at a small CPA firm in Elmsford, NY doing administrative and reception work during the tax season, including scanning and collating returns and preparing for client.Data entry to update prior years' financial statements, scanning and preparing the statements for clients.Reception duties- answering phones, screening calls, incoming and outgoing mail. Ordering supplies, filing and shredding.Administrative AsstMarks Paneth LLP - Purchase, NY May 2016 to October 2016Project work re: Non-Resident individual income tax returns for foreign students attending school in the U.S.Administrative Asst; Payroll AssistantPrager Metis CPAs, LLC - White Plains, NY March 2013 to May 2016Handle all administrative tasks for department.Print, collate and assemble all tax returns and distribute to clients.Process billing and statements for this office.All efiling for this office.Supply inventories and ordering for office; maintenance of all office machines. Scanning and electronic filing of all documents.Responsible for all outgoing and incoming mail.Process payrolls for several restaurants and barsHandle all matters requiring contact with building management.Corporate Finance AdministratorContractors Register, Inc - Jefferson Valley, NY February 2007 to August 2012Responsible for filing and/or payment of multi-state sales/use taxes, licenses, registrations, annual reportsResponsible for timely mailing/payment of all corporate tax returnsAssist with maintenance and renewals of corporate insurance policies; handle incoming and outgoing certificates of insurance Assist Controller with Finance Dept. budgetMaintain records of multi-state drivers licenses for all sales personnelHandle commercial leases for 27 sales offices, also lease renewals and rent paymentsLegal Assist./Corp. ParalegalBlyth, Inc - Greenwich, CT January 1999 to May 2006Communicated monthly with Bd. of Directors re: any changes in their ownership of company stock (this must be filed on a timely basis with the SEC and NYSE)Maintenance and upkeep of corporate trademark report and renewal calendar; corresponded with outside counsel re: international marksAssisted Assistant General Counsel with preparation of 10-K, Annual Report and Proxy Statement Handled processing of all stock option exercisesDealt with Transfer Agent on a regular basis to confirm share repurchases and no. of outstanding sharesEducationRegents Diploma in Math and ScienceBronx High School of Science - Bronx, NYNotary in NY State |
