Heather Poe
Tax Office Administrator at LifeTime Asset Management and LifeTime Tax Management- Claim this Profile
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Bio
Credentials
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NC Real Estate Provisional License (Inactive)
North Carolina Real Estate CommissionNov, 2018- Nov, 2024
Experience
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LifeTime Asset Management and LifeTime Tax Management
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United States
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Financial Services
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1 - 100 Employee
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Tax Office Administrator
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Sep 2022 - Present
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K1 Consulting
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United States
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IT Services and IT Consulting
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1 - 100 Employee
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General Manager
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Aug 2019 - Dec 2022
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Finish Pros
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United States
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Furniture
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1 - 100 Employee
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Social Media Manager
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Nov 2018 - May 2019
● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles, website, and online marketing ● Create content and graphics for marketing ● Project Management Assistant for the sales team ● Other miscellaneous projects, as assigned ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles, website, and online marketing ● Create content and graphics for marketing ● Project Management Assistant for the sales team ● Other miscellaneous projects, as assigned
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LuLaRoe Heather Clarke
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Cary, NC
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Independent Fashion Consultant
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Aug 2016 - Jan 2018
● Sell women’s clothing via online & in person events ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles ● Create content and graphics for online marketing ● Photograph and edit/collage clothing for listing online ● Maintain inventory ● Process accounts payable/accounts receivable ● Sell women’s clothing via online & in person events ● Communicate with customers and vendors in accordance with client-based standards ● Maintain all social media profiles ● Create content and graphics for online marketing ● Photograph and edit/collage clothing for listing online ● Maintain inventory ● Process accounts payable/accounts receivable
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Storm Guard Roofing and Construction
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United States
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Construction
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1 - 100 Employee
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Office Manager
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Nov 2015 - Jul 2016
● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies
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Server
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Jan 2015 - Dec 2015
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Carolina House of Stone
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Wake Forest, NC
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Office Manager
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Apr 2014 - Jan 2015
● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable and payroll ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies ● Communicate with customers and vendors in accordance with client-based standards ● Process accounts payable/accounts receivable and payroll ● Maintain customer and vendor databases and files ● Manage office equipment and supply inventory ● Conduct collection procedures for unpaid accounts ● Ensure compliance with company Human Resources policies
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Community Brands
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United States
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Software Development
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700 & Above Employee
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Business Development Manager
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Oct 2013 - Apr 2014
● Designed and implemented sales, marketing, and customer care strategies including deployment of business development activities for the Triangle Area ● Categorized potential client usage and product requirements and answered client queries in a timely and accurate manner ● Attended trade-shows, discussions, and seminars ● Maintained and updated weekly sales activity reports ● Designed and implemented sales, marketing, and customer care strategies including deployment of business development activities for the Triangle Area ● Categorized potential client usage and product requirements and answered client queries in a timely and accurate manner ● Attended trade-shows, discussions, and seminars ● Maintained and updated weekly sales activity reports
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Office Manager
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Jun 2008 - Jun 2013
● Directed and performed administrative duties: answered phones, managed receptionist desk, routed mail, maintained Team Member and conference room calendars, oversaw office supply inventory and procurement, and monitored Human Resources related activities ● Processed Accounts Payable/Accounts Receivable, assisted in preparation of tax returns, and conducted collections procedures for unpaid accounts ● Maintained client and vendor databases and files ● Communicated with clients, team members, and vendors in accordance with customer-friendly values ● Planned client and team member functions, including Client Appreciation Day, Team Member Retreats, and Holiday Parties ● Managed Tax Luncheon Group Show less
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Drucker + Falk, LLC
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United States
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Real Estate
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300 - 400 Employee
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Assistant Property Manager
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Feb 2005 - Jun 2008
● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less
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Leasing Consultant
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Oct 2003 - Feb 2005
● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less
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Assistant Property Manager
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Mar 2003 - Oct 2003
● Communicated effectively with customers, prospects, residents, co-workers, and vendors ● Completed general administrative duties ● Maximized occupancy and income through efficient leasing and marketing techniques ● Processed applications to verify credit worthiness, rental history, and income confirmation ● Maintained resident files to ensure compliance with audit and confidentiality standards ● Controlled office supply inventory and purchases ● Managed accounts payable/accounts receivable , evictions, and apartment inspections ● Planned and directed community functions Show less
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Education
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Wake Technical Community College
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Meredith College
Psychology -
Cardinal Gibbons High School
High School Diploma