Experience

Advantage Accounting & Tax
• United States
• Accounting
• 1 - 100 Employee
• Office Administrator

  • Feb 2021 - Present


Marcum LLP by acquisition of GoldsteinPoole, LLC

• Executive Assistant

  • Jan 2014 - Feb 2021

  * Executive assistant to Firm Partners, Audit Manager and CPA's. Assist several managers within the tax department, variety of administrative duties * Help staff when needed, prepare, submit and follow-up of filed international/federal forms, prepare various reports, billing, processing of various types of returns, typing, electronic filing (storing of documents and filing of various types of forms/returns) * Preparation of various reports, interaction directly and indirectly with clients, set-up appointments, maintain partners/managers/staff calendars in Outlook, coordinate meetings/CPE/luncheons/miscellaneous arrangements, workflow scheduling * Calculation and initiation of payroll tax returns and sales tax deposits. * Practice Management; File Cabinet; Accounting CS



Cross Country Home Services

• Executive Assistant

  • Jun 2002 - Oct 2013

  * Provide exceptional support to SVP of Operations, 2 Senior Directors, 2 Directors for a 400+ employee call center, * Prepare all of the expense reports, arrange all the departmental travel needs and maintain executive corporate calendars, * Collaborate with department managers to ensure timely operational reports are available for C-level management, * Maintain up-to-date expertise on multiple internal systems and processes to be able to provide support to other departments as needed * Monitor and process departmental supply needs for 140+ employees while staying to approved budgets, * Event planning for 400+ employee events (e.g. Pizza day, ice cream day, customer service week), * Perform all standard administrative duties(e.g. Meeting agendas, meeting minutes, filing, telephone response, appointment scheduling, and travel arrangements), * Prepare meeting materials and agendas for Board of Director meetings, * Prepare agendas and on-boarding materials for new hires, * Maintain and coordinate Senior Management vacation calendars, day-to-day meetings and travel schedules , * Use internal systems to process invoices, payroll, interview scheduling, etc. * Member of the Business Continuity Planning team – available to travel to secondary location in the event of a weather emergency. Arrange all travel for the team including hotels, passenger vans, airfare and per diem disbursement * Coordinate and schedule multiple conferences for associates * Communicate with customers internally and externally on a daily basis * Manage domestic travel arrangements in compliance with existing policies and procedures and inclusive of air travel, hotel accommodations, and ground transportation, ensuring effective use of the Executive’s time and resources * Compose general correspondence and e-mail communications



"A" Chiropractic Center

• United States
• Medical Practices

• Office Assistant

  • Jun 1995 - Jun 2002

  * Responsible for Billing and Collections of medical accounts and Insurance, * Conducted Medical transcription, verification of medical benefits, handling of 1000+ patient files, * Performed medical coding and fee scheduling, * Organized meetings and events with Attorneys and claim adjusters, * Processed Payroll and performed all general office duties. * Responsible for Billing and Collections of medical accounts and Insurance, * Conducted Medical transcription, verification of medical benefits, handling of 1000+ patient files, * Performed medical coding and fee scheduling, * Organized meetings and events with Attorneys and claim adjusters, * Processed Payroll and performed all general office duties.



Merry-Go-Round Enterprises

• Store Manager

  • Jun 1989 - May 1995

  * Responsible for Total store operations including, responsibility for 15 – 25 employees, merchandise display, all cash deposits, training & development of new hires and training as required by the company. * Conducted interviews and employee relations, * Enforced security for loss prevention * Coordinated incoming & outgoing merchandise shipments and reconciliation * Met or exceeded store sales plan * Responsible for Total store operations including, responsibility for 15 – 25 employees, merchandise display, all cash deposits, training & development of new hires and training as required by the company. * Conducted interviews and employee relations, * Enforced security for loss prevention * Coordinated incoming & outgoing merchandise shipments and reconciliation * Met or exceeded store sales plan