Experience

HW&Co. | CPAs & Advisors

• United States
• Accounting
• 100 - 200 Employee

• Paraprofessional

  • Oct 1996 - Present

  Project coordinator and planning on deadline driven assignments monitoring 6,300 tasks for 2,300 clients. Prepare all extensions for corporations, individuals, estates, trusts, partnerships, pensions, as well as state and city income tax returns. Research for extensions and tax return for all accountants on tax law, assemble data, documentation and tax statistics. Firm proofreader for all financial and HUD statements, valuation reports, proposals and engagement letters, department newsletters, firm press releases. Efiling tax extensions and tax returns. Administrator of tax department intranet website. BNA Tax Portfolio update filing, preparation, printing, collating and efiling 1099 payroll forms for clients. Setup and rollover of electronic folders for paperless workflow system and tax software locators. Show less



Human Affairs International/Aetna

• United States

• Customer Service Manager/Administrative Assistant

  • Apr 1995 - Oct 1996

  Answered phones,, took and typed up messages, typing of sales meeting minutes, sales proposals and presentations and other communications. Input of Aetna provider review surveys for health insurance in Access database. Directed department providing training and support on daily activities including crisis problem solving, staff scheduling, emergency calls and follow-up. Managing crisis prevention hotline and HMO mental health line intakes. Answered phones,, took and typed up messages, typing of sales meeting minutes, sales proposals and presentations and other communications. Input of Aetna provider review surveys for health insurance in Access database. Directed department providing training and support on daily activities including crisis problem solving, staff scheduling, emergency calls and follow-up. Managing crisis prevention hotline and HMO mental health line intakes.



Ursuline College

• United States
• Higher Education
• 200 - 300 Employee

• Librarian

  • Aug 1984 - Apr 1995

  Weekend circulation desk supervisor. Cataloging of reserve materials. General office duties, assisting in all departments. Research for librarians and weekend back-up of automated computer system. Weekend circulation desk supervisor. Cataloging of reserve materials. General office duties, assisting in all departments. Research for librarians and weekend back-up of automated computer system.