Experience

Moskowitz LLP

• United States
• Law Practice
• 1 - 100 Employee

• Chief Administrative Officer

  • Jan 2019 - Present

  Responsible for managing the company's administrative functions, risk management, record-keeping, sales and financial reporting.

• Firm Administrator

  • Jan 2016 - Jan 2019

  Working in close partnership with founder Steve Moskowitz and managing director Liz Prehn, I am often one of the first Moskowitz team members to meet new clients. I understand the distress many clients facing tax challenges experience, and I work swiftly to gather information, assess needs, and align the right resources to help. I also stay involved with clients beyond this initial phase to help ensure they are well-served, keeping them apprised of specific filing deadlines, monitoring case progress, and troubleshooting, as needed.As firm administrator, I continue to develop and implement key processes to aid firm operations, and manage the firm’s administrative staff. My core responsibilities include the following:Human resources: recruitment, on-boarding of new hires, and performance management; administration of payroll and benefits programFinance: bookkeeping for all incoming revenue and accounts payable matters; administration of all financial softwareProcurement: selection of outside suppliers and service providers, negotiation of contracts, and ongoing management of provider relationshipsMarketing: coordination and measurement of marketing activity and investments; support for client satisfaction initiativeTax administration: procedural compliance in preparation of client returns Show less



Moskowitz LLP

• Office Manager/ Executive Assistant

  • May 2007 - Jan 2019

   Responsible for the organization and co-ordination of office operations, procedures and resources to facilitate organizational effectiveness and efficiency. Responsible for on boarding new employees, including orientation and training, HR and compliance, and managing personnel files. Coordinate new and existing client sales calls; mediate, document, and follow up. Design and implement office policies and procedures and oversee adherence to office policies and procedures Maintain the Firms QuickBooks file, create reports, track income and expenses Track/ maintain accounts payable for the Firm, including the review all invoices for appropriate documentation and approval prior to payment. Track accounts receivable clients and maintain up-to-date billing system, including follow up, collection and allocation of payments. Executive assistant to senior partner, Steve Moskowitz. Primary client intermediary for new and existing clients. Prepare new client contracts and assign cases to attorney. Update and maintain LexisNexis Time Matters client database.Bookkeeping for clients who need a clean up job or starting new business. Show less

• Administrative Assistant

  • May 2009 - May 2010

  Administrative assistant for the head of the Tax Preparation Department of the firm and three CPAs.Primary communication liaison between hundreds of clients and their assigned CPA. Responsible for up-selling new services to clients.Assisted with tax preparation, including file set up, gathering client information, and writing contracts

• Receptionist

  • Jun 2007 - Feb 2009

  Handled a 30 line switchboard, routing calls to staff and taking messages.Greet incoming clients.Scheduled for multiple staff members and attorneys.Assisted with legal department, including writing contracts, letters to clients and taxing agencies.



New Bridge Foundation

• Receptionist

  • Jan 2006 - Jan 2007

  Responsibilities included the management of front office operations, to provide impeccable customer service, coordination of phone, staff scheduling, and training new phone operators to handle a heavy multi-line phone system. Responsibilities included the management of front office operations, to provide impeccable customer service, coordination of phone, staff scheduling, and training new phone operators to handle a heavy multi-line phone system.