Experience

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  Office

  • Baltimore, MD

  • Owner

    • Dec 2013 - Present
    • Baltimore, MD

    • Tax Preparation• Bookkeeping• Notary Public Services• Financial Consulting• Tax Preparation Course Trainer

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  Living for Families

  • Baltimore, Maryland, United States

  • Administrative Assistant

    • May 2002 - Present
    • Baltimore, Maryland, United States

    Greeted clients and visitors. Received, recorded and routed all incoming telephone calls and messages. Received and sorted mail. Prepared routine photocopying as assigned.Prepared word processing assignments in support of executive.Clinical and administrative staff. Daily scheduled clients and medical appointmentsConfirmed all appointments for therapists, doctors and Psychiatric Rehabilitation Counselors. Forwarded reminder appointment letters to clientsVerified medications, missed appointments, and interpreting messages received in reference to client care.Verified guardianship documents from DSS, DJS and other facilities. Created all client databases and form templates for the Medical Director, On-site Therapists, Off-site Therapist and Psychiatric Rehabilitation Program Counselors.

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  Instant Tax Service

  • Baltimore, Maryland Area

  • Regional Tax Manager & Trainer

    • Oct 2011 - Dec 2013
    • Baltimore, Maryland Area

    Prepared income tax return forms for individuals and small businesses: Reviews financial records, such as prior tax return forms, income statements, and documentation of expenditures to determine forms needed to prepare return. Prepared returns for transmit after reviewing forms prepared by employees to detect errors. Hired, trained, and supervised preparers and managers of the Baltimore/Washington/Virginia Region.

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  US Census

  • Baltimore, Maryland, United States

  • Crew Leader

    • Mar 2010 - Aug 2010
    • Baltimore, Maryland, United States

    Performed field supervision activities for 19 field staff within an assigned program area. Provided guidance to assigned field staff on interviewing techniques and interview matters. Duties included the following:• Reviewed performance• Wrote performance evaluations and initiating performance and conduct based actions. • Responsible for making assignments and reviewing the performance of subordinates. • Assisted in conducting group-training sessions (both initial and replacement) for field staff, using verbatim training guides and instructing them in interviewing procedures. • Re-interviewed as a quality control measure.

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  Magna Card

  • Owings Mills, Maryland, United States

  • Financial Director

    • Jan 2007 - Mar 2010
    • Owings Mills, Maryland, United States

    A temporary position during a company owner transition and relocating to another state. Upgraded their computer system from Oracle to Windows to electronically receive and send data for wholesale distribution. The following duties were performed: • Accounts Receivables• Accounts Payables• Payroll• Human Resources

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  Urban Behavioral Associates

  • Baltimore, Maryland, United States

  • Executive Assistant/Bookkeeper

    • Jul 2003 - Jan 2007
    • Baltimore, Maryland, United States

    • Accounts Receivables• Accounts Payables• Payroll• Human Resources/Credentialing

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  Metro Property Management

  • Accounting/Collections Supervisor

    • Jul 1998 - Apr 2003

    Processed all ACH files to financial institutionsProcesses lock box stop hold files and reconciled statements and accounts. I assessed 12,000 accounts monthly and special assessments when applicable. Sent mailings for delinquent accounts monthly.Followed up and responded to high volume faxes, emails, and postal mail from property owners, title companies and attorney offices for over 70 communities. Processed settlements.Utilized Maryland Taxation and Assessments for property owner informationCorrected discrepancies in budgets. Applied liens against properties for homeowners associations, made court appearances when necessary.