Experience

N&K CPAs, Inc.

• United States
• Accounting
• 1 - 100 Employee

• Operations Assistant

  • Nov 2022 - Present

  • Formatting Audit Reports & Editing Audit reports before final processing • Ability to deal with time pressure, deadline-oriented work, and strict deadlines with efficiency and enthusiasm. • Responsible for providing highly efficient and accurate administrative support to the Tax Department Staff, Audit Department Staff, Managers, and Partners • Training new and current administrative staff about the Assembly Process • Handling incoming/ outgoing mail, office maintenance, greeting visitors, answering phones, • Processing tax returns, audit reports, engagement letters, Efiling, and related maintenance to client data. • Efficient and timely completion of assigned projects, ability to change priorities as needed • Intermediate knowledge of MS word and Excel • Versatility, flexibility, and willingness to work with constantly changing priorities with enthusiasm and exceptional communication • Use Asana, CCH Workflow, and Excel Spreadsheets to keep track of various tasks for different Departments from start to completion • Worked with Tax Manager to find ways to improve current tax return processes, improve, and implement them • Exceptional Customer Service and client-facing skills • Use Mail merge to send client documents such as Engagement Letters, Surveys, Etc • Wins: Partnered with Malama Maunalua, and local non-profit and organized a community service event with the firm Show less



Heuser & Heuser, L.L.P.

• United States
• Law Practice
• 1 - 100 Employee

• Legal Assistant

  • Feb 2022 - Jul 2022

  • Engage with clients, insurance adjusters, and Health Providers to retrieve information necessary to move their case forward. • Work with paralegals on untouched cases, resulting in closing multiple cases, an increase in cases closed, and settlements received by clients • Set up meetings between attorneys, clients, insurance adjusters, and providers to ensure timely submission of documents for the attorneys to submit to the courts. • Transcribe data from extensive calls with clients, and input info into their file • Time pressure and deadline-oriented work • Ability to handle large volume workload and multitasking • Use multiple programs to request data from police departments, investigators, and doctors’ offices to move the client’s case forward • Preparing and finalizing drafted documents for multiple clients • Keep clients updated on the status of their case • Manage attorneys’ calendars & meetings Show less



Stockman Kast Ryan + Co

• United States
• Accounting
• 100 - 200 Employee

• Administrative Assistant

  • Feb 2021 - Dec 2021

  • Administrative Assistant • Use SKR+CO Database to scan documents and tax information to Tax Staff • Update Client information • Assist Tax Staff and Partners by o Assembling tax returns under time pressures o Mailing paper-filed government documents via certified mail o Editing Tax documents and inserting files into database as needed • Responsible for providing highly efficient and accurate administrative support to the Tax Department Staff, Managers, and Partners under time pressure and strict deadlines • Member of the Process committee – Responsible for notating job processes • Training new and current administrative staff about the Assembly Process • Working with the Admin team to reach our weekly goals and assist each other as needed Show less



Local Represenative Campaign

• Canvasser and Assistant

  • Mar 2020 - Jun 2020

  Friends of Becky Gardener Local Representative race Friends of Becky Gardener Local Representative race



KKDLY, LLC

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Jan 2020 - Jun 2020

  • Answer phone calls, assist clients with their tax paperwork • Assist Tax Partners by scheduling meetings • Assist with every day office tasks & Errands • Answer phone calls, assist clients with their tax paperwork • Assist Tax Partners by scheduling meetings • Assist with every day office tasks & Errands



Freelance

• Egypt
• Human Resources
• 1 - 100 Employee

• Community Organizer

  • May 2015 - May 2020

  Testimony Writing, In-person Testimony, Tabling, Community Outreach, Organize team meetings, Event Planning, Mobilization efforts on college campus, Writing Letters to the Editor, etc. Citizen's Climate Lobby, Sierra Club Volunteer, Sierra Student Coalition, and YPDA Board member. Testimony Writing, In-person Testimony, Tabling, Community Outreach, Organize team meetings, Event Planning, Mobilization efforts on college campus, Writing Letters to the Editor, etc. Citizen's Climate Lobby, Sierra Club Volunteer, Sierra Student Coalition, and YPDA Board member.


Hawaii State Capitol
• United States
• Government Administration
• 1 - 100 Employee
• Legislative Aide

  • Jan 2019 - May 2019


U.S. Congress Campaign 2018

• Canvasser

  • Mar 2018 - Aug 2018

  Friends of Kaniela Ing for Congress Campaign 2018 -Data Entry and Organization, Event Planning -Volunteering -Canvassing, Phone banking, Sign waving -Volunteer Leader (June-August) -Phonebank volunteers to come out, Strategy with campaign leaders Friends of Kaniela Ing for Congress Campaign 2018 -Data Entry and Organization, Event Planning -Volunteering -Canvassing, Phone banking, Sign waving -Volunteer Leader (June-August) -Phonebank volunteers to come out, Strategy with campaign leaders



Local Senate Campaign

• Canvasser

  • Oct 2016 - Nov 2016

  Friends of Stanley Chang Local senate race 2016 Friends of Stanley Chang Local senate race 2016