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Click here or scroll down to respond to this candidateCandidate's Name
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Home: PHONE NUMBER AVAILABLECell: PHONE NUMBER AVAILABLEEMAIL AVAILABLEObjective Seeking a challenging position utilizing my experience in management, accounting, data processing, secretarial and administrative.Professional Experiences:Senior Administrative AssistantFORVIS MAZARS (formerly Dixon Hughes Goodman)-McLean, VA October 2021PresentProvide executive support to partners, directors and managers by performing the following tasks:Provide high-level administrative support to the partners and managersAssist with the travel and expense reporting functions for assigned partnersCoordinating calendars, scheduling and rescheduling meetings and appointmentsAccurate and timely preparation of correspondence, engagement letters and various reportsWorking with marketing on maintaining local CRM activityMailing and e-mailing out invoices to clients and follow up on the outstanding invoicesFaxing, Copying & MailingProvide in-office support for team and office needs in generalNetworking with other administrative professionals throughout the Firm and providing back-up and cross train, as neededTravel arrangement in ConcurProvide full scale of executive support to the entire Tax Team by performing the following tasks:Assemble tax returnsPrepare and mail tax extensionsE-FilingScan client workpapersRun weekly financial reports & tax due date reports in GFR (GoFileroom)Enter tax opportunities in CRMCreate engagement code/client number in CERFiling of tax documentsEnter and save documents in GoFileRoomCPE RegistrationSend documents to client for signature via AdobeSignSet up client portal for uploading tax documentsSenior Administrative Assistant/Tax Processor- RSM US LLP- Gaithersburg, MD-June 2009 - Oct 2021Provide executive support to partners, directors and managers by performing the following tasks:Type correspondence, arrangement letters and handle proofreadingSchedule appointments, calendaring and setting up meetings, conference calls and video conferencingPrepare travel arrangements including airline and hotel reservations, and ground transportationEnter time and expenses; prepare expense reportsPrepare invoicesProvide back up support for the receptionist as neededFaxing, Mailing, Copying, ScanningOpen and distribute mail frequently throughout the dayDirect incoming and outgoing telephone callsOrder SuppliesProvide full scale of executive support to the entire Tax Team by performing the following tasks:Assemble tax returnsPrepare and mail tax extensionsE-FilingScan client workpapersRun weekly financial reports & tax due date reportsEnter tax opportunities in Salesforce/eCRMHandle staff SchedulingFiling of tax documentsSetting monthly Lunch & Learn for the Tax DepartmentCPE RegistrationRequest Tax files from Iron Mountain and Log in file and send to Iron MountainSecretary/Administrative Assistant- Deloitte & Touche, LLP-Tyson's Corner, VA-December 2002 thru June 2009Supported partners, directors and senior managers in Tax, National Federal Tax Services, Health and Business Development departments by performing the following:Formatted, typed and proofed office correspondence, proposals, and memosFormatted, edited and proofed PowerPoint presentationsPrepared invoices and created billing and correspondence filesEntered time and expenses; prepared time transfers & other SA reports and related matters as needed; reconciled credit card statements with time and expenses for partnersMaintained partner's and director's calendars and contactsMade travel arrangementsCoordinated meetings and conference calls regularly with client service professionalsOpened and distributed mail frequently throughout the dayDirected incoming and outgoing telephone callsFaxing; copying and other general office administrative dutiesInteracted with clients and directed partner's voicemails to appropriate individualsSecretary/Administrative Assistant- S.S. Papadopulos & Associates, Inc. (Environmental & Water Resource Consultant)-Bethesda, MD-May 2002 thru December 2002Formatted, typed and proofed office correspondence, proposals, and memosFormatted, printed, prepared and bound reports for clientsTransformed reports into PDF formatScanned incoming and outgoing documentsTyped and mailed invoices on a monthly basisFilingDirected incoming and outgoing telephone callsMade travel arrangementsSet up for training courses in-houseExecutive Secretary Reznick Group, CPA Bethesda, MD-December 1997-May 2002Typed correspondence, letters, tax forms and memosCollected and entered weekly timesheetsPrepared expense reportsAnswered partners and managers calls and attended to clients inquiries and questionsMade travel and meeting arrangementsAssembled tax returnsPrepared and mailed tax extensionsPrepared quarterly estimatesTyped invoices and posting them into the systemPrinted different types of monthly billing reportsFiling, faxing, copyingPrepared Federal Express packages to send outWorked with Human Resource Dept. on campus recruitingWorked on small project such as First Union Deals(coordinated and organized deals, projections and documents)Senior Data Entry/Team Leader/Supervisor- Cox & Associates, CPA, P.C.- Washington, DC- November 1995- December 1997Supervised big projects with the U.S. Department of Housing and Urban Development (HUD)Entered financial data from approximately 15,000 audit reports into a financial database III & Access 2.0.Supervised data entry staff consisting of five to ten employeesProvided solutions for problem reports that are not acceptable in databaseCollected and reported statistical data for task order managerMaintained and verified timesheets for data entry staffEntered data from the reports into the database, and recorded the missing data on the input form.Accounting and Administrative Specialist- Snyder, Kamerow & Associates, CPA, P.C.- Bethesda, MD - October 1987- November 1995Assembled tax returnsAccounts payables, accounts receivables, daily bank depositsPosted employees time sheetsPrepared and printed various monthly financial reportsGenerated various general ledger reports for accountants through ATB and Unilink.Payroll and quarterly estimatesTyped correspondence, letters, tax forms and memosInsurance Administrator- Dye & Eskin Life Insurance- McLean, Virginia-May 1987-October 1987Gathered information from clients regarding their insurance applications and processed them in to the systemManaged insurance data filesTyped correspondence, letters, tax forms and memosAccount Payable and accounts receivablesMade daily bank deposits.Assistant Manager- Hecht Company- Tysons Corner, Virginia- May 1983-October 1987Supervised the departments staffPerformed department inventory controlChecked in new merchandise and priced them dailyRearranged the displays of merchandise weeklyPrepared the staff work scheduleRearranged the floor merchandise weekly or monthly for upcoming salesAssisted the Department Manager with paperworksWorked with the buying offices on a regular basisHelped the other departments in the absence of their managers.Education B.A. in Business Administration- Stockton State College, Pomona, New Jersey- May 1983Compu Club- December 1995-August 1996Certificate in Microsoft OfficeComputerSoftware: Windows 2016, Microsoft Office, Prosystem, CCH Axcess Tax, CCH Workstream, Tax Caddy, SurePrep, Tax Trak, Salesforce/eCRM, Concur Travel, Staff Trak (Scheduling), RTE (Time & Expense), IPM (Invoicing), Sharepoint, WebEx (Video Conferencing), Capture & 1040 Prime (Scanning Tax Documents), GoFileRoom, AdobeSign, STAR, CERREFERENCES AVAILABLE UPON REQUEST |
