Angela Tapia BS MSBA GCC

Executive Assistant/ Office Manager at BALOG & ASSOCIATE, CPAS, PLLC
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Contact Information
us****@****om
(386) 825-5501
Location
US

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Credentials

  • Learners
    CITI Program
    Mar, 2023
    - Oct, 2024

Experience

  • BALOG & ASSOCIATE, CPAS, PLLC
    • Accounting
    • 1 - 100 Employee
    • Executive Assistant/ Office Manager
      • Nov 2020 - Present
  • Janover LLC
    • United States
    • Accounting
    • 100 - 200 Employee
    • Tax Department Coordinator
      • Sep 2019 - Jun 2020

      Utilized various Tax software to complete the following tasks: 1. Assigning pool returns to preparers. 2. Shifting work between preparers or reviewers. 3. Reaching out to other offices/departments for assistance. 4. Following up with staff on returns that have not been completed. 5. Assist in exporting and releasing tax returns, including retrieving e-file authorization. 6. Occasionally Liaison with partners, including sitting with them to discuss their lists and confirm if work is in so prep can begin. 7. Liaison with staff to determine workloads and workflow. 8. Involvement in outsourcing of returns, including moving returns to and from outsourcing firms. Additionally, I would schedule and attend various Tax Department meetings as well as other related tasks.Tax related Software experience/ utilization includes XCM, CCH ProSystem, UltraTax, SurePrep, Practice Management, Practice Engine. Proficient in Online Meeting and Collaboration software utilized during Work-in-Place: Microsoft Teams, Zoom as well as Online Survey products (Flow, Survey Monkey etc.)

  • Alessandro & Associates, CPA, PLLC
    • United States
    • Accounting
    • 1 - 100 Employee
    • Administrative Assistant
      • Sep 2015 - Sep 2019

Education

  • Capella University
    Doctoral Degree in Business, Strategy & Innovation
    2020 - 2024
  • CourseCareers
    Certificate, Technology Sales
    2023 - 2023
  • Capella University
    Graduate Degree, Management Consulting
    2018 - 2019
  • Capella University
    Master of Science - MS, Business Administration and Management, General
    2017 - 2018
  • Capella University
    Bachelor of Science, Management
    2013 - 2017
  • Capella University
    Doctor of Science, Business Administration, Management and Operations
    2022 -

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