Experience

Burke & Schindler

• Accounting
• 1 - 100 Employee

• Executive Assistant

  • Jun 2007 - Present

  As well as personally assisting the tax partner, I also assist the tax department. Primarily, once a tax return is prepared and reviewed by the tax staff, I organize the tax returns for the customer to sign and send to the tax authority. We have customers whose filing requirements range from a federal and one state up to a federal and as many as 70 states and local returns. I am the administrator of our due date maintenance software ensuring all required tax forms are filed in a timely manner. I am also the administrator of our portal software and am responsible for uploading all tax documents to the customers portal. I am also an associate with Concentric Wealth Management and am responsible for all aspects of client administration.



Concentric Wealth Management LLC

• Associate

  • Jun 2011 - Present

  I am responsible for all aspects of client administration. I am responsible for all aspects of client administration.



Decosimo (now Elliott Davis Decosimo)

• Accounting
• 1 - 100 Employee

• Administrative

  • Feb 2004 - Jun 2007