Bree Nichols
Operations Manager at Honest Tax Solutions- Claim this Profile
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Bio
Experience
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Honest Tax Solutions
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United States
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Accounting
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1 - 100 Employee
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Operations Manager
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Jul 2019 - Present
• Develop and reconcile expense reports and payroll for clients • Create and handle email and fax correspondence legal contracts • Create legal contracts and client invoices • Handle client case files by maintaining customer interaction • Filling out POAs and IRS/State taxation forms for submission to government entities • Generate reports and spreadsheets based on company CRM/data • Facilitate and coordinate all scheduling of meetings for CEO & COO of firm. • Supervise a team of 5 employees to record productivity, including training, development and performance assessments Show less
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Henderson and Sons
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United Kingdom
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Transportation/Trucking/Railroad
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Project Manager
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Aug 2018 - Jul 2019
• Negotiate contracts with external vendors to maximize profitable agreements. • Liaise with employees to ensure project meets deadlines and stays within scope of work. • Collaborate with engineers to pinpoint project specifications. • Obtain array of permits and licenses from appropriate authorities. • Determine wide scope of critical resources (manpower, equipment and materials) from start to finish with attention to budgeting limitations. • Assess and usher in construction operations and schedule intermediate phases to reach deadlines. • Procure equipment and material; monitor stock to foresee and handle inadequacies. • Supervise ongoing projects and give guidance to the crews as needed. • Administer budget planning and cost estimating. Show less
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OMNI Alliance Inc
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Manufacturing
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1 - 100 Employee
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Executive Assistant
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Aug 2017 - Sep 2018
• Assistant to CEO and V.P. of Operations • Market research and account management • Extensive use of Microsoft Excel/Powerpoint, Google Sheets/Drive • Use of Salesforce, Asana, and Toggl • Office management- restocking supplies, creating and setting up meetings • Handling of office bills/finances • Assistant to CEO and V.P. of Operations • Market research and account management • Extensive use of Microsoft Excel/Powerpoint, Google Sheets/Drive • Use of Salesforce, Asana, and Toggl • Office management- restocking supplies, creating and setting up meetings • Handling of office bills/finances
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Kammer Consulting LLC
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Medical Practices
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Executive Assistant
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Sep 2015 - Sep 2017
• Data analysis of testing results • Patient scheduling/confirmation via email and phone • Budget and finance assistance for the private practice • Patient evaluation •, Meeting dictation • Travel plan creation Through Kammer Consulting LLC, a private optometry practice that ran testing for a UCI medical study. • Data analysis of testing results • Patient scheduling/confirmation via email and phone • Budget and finance assistance for the private practice • Patient evaluation •, Meeting dictation • Travel plan creation Through Kammer Consulting LLC, a private optometry practice that ran testing for a UCI medical study.
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California Baptist University
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United States
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Higher Education
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700 & Above Employee
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Marketing Assistant
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Jun 2014 - Sep 2015
-Creating presentations/flyers to drive awareness -Use of Microsoft Publisher, Photoshop, etc. -Organizing and hosting promotional events -Creating presentations/flyers to drive awareness -Use of Microsoft Publisher, Photoshop, etc. -Organizing and hosting promotional events
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Education
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California State University, Fullerton
International Business and Economics