Experience

Wagner, Duys & Wood, LLLP

• United States
• Accounting
• 1 - 100 Employee

• Firm Administrator

  • Dec 2019 - Present



Councilor, Buchanan & Mitchell - CPAs and Business Advisors

• United States
• Accounting
• 1 - 100 Employee

• Tax Assembler/Admin Support

  • Feb 2018 - Dec 2019

  CBM - Councilor, Buchanan & Mitchell, P.C. is a professional services firm that delivers audit, tax, accounting, financial planning and business advisory solutions throughout the Washington, D.C. – Baltimore Metropolitan area and Mid-Atlantic region. Since 1921, CBM has been an established, full-service certified public accounting firm, providing clients with realistic, clear and valuable solutions to businesses and individuals. CBM serves the needs of not-for-profits, construction/real estate entities, professional services firms, automobile dealerships and family-owned businesses, and delivers in-depth outsourced accounting and divorce litigation services. • Responsible for assembling tax returns | Individual | Corporations | Partnerships | Fiduciary | Trusts | Payroll │Extensions│eFiling• Assist in administering incoming and outgoing client materials regarding tax preparation to a basis of 3,000 clients• Prepare tax returns for delivery: Postal Service│FedEx│Courier│E-mail│Client Portal• Assist with eFiling: Release Tax Returns │Confirm Acceptance│Manage eFile Rejections• Type, Edit & Process: IRS & State Tax Notices│Tax Correspondence│Engagement Letters• Update and maintain due date monitoring system (XCM)• Prepare, generate & deliver “Tax Organizers”• Responsible for maintaining electronic client data in ProFx Document• Create and maintain client profiles in multiple databases • Provide general administrative support



Snyder Cohn

• United States
• Accounting
• 1 - 100 Employee

• Executive Assistant

  • Sep 2016 - Jan 2018

  • Provide administrative support to Accounting & Auditing Department, Outsourcing Department, and three Firm Partners to include drafting and finalizing correspondence, proposals and financial statements.• Confidential correspondence and document handling• Update & Maintain various spreadsheets • Responsible for assembling tax returns | Individual | Corporations | Partnerships | Fiduciary | Trusts | Payroll │Extensions│eFiling• Type, Edit & Process: IRS & State Tax Notices│Tax Correspondence│Engagement Letters• Assist with monthly billing and invoicing • Continued Professional Education (CPE) administration for all accountants• Marketing Support- assisting with promotional materials for events/seminars• Calendar Management • Travel arrangements• Coordinate special projects • Administrative Team back-up support • Prepare and edit correspondence, communications, presentations and other documents



GEMGroup

• Sr. Administrative Assistant

  • Dec 2004 - Aug 2016

  • Provide direct executive level administrative and information technology support to three Junior Account Executives and one Senior Account Executive.• Project Management• Create PowerPoint presentations used for business development.• Established and improved clerical and administrative processes• Established and served on company Events Committee where I organized company events and functions. • A member of the company Customer Service Team that develops and implements effective customer service tools and resources to improve internal company and external client services. • Meeting preparation and coordination- schedule and organize meetings, generate reports, draft meeting agendas, assist with event planning, including associated travel and logistics for board meetings, events, and conferences by organizing facilities and caterers, issuing information and invitations, coordinating speakers, controlling event budget, process expense reports. • Direct preparation and handling of records such as legal and government regulated notices, tax filings, meeting minutes, creating meeting books and reports for Trustee Board Meetings.• Served as the liaison between Account Executives internal impacted departments, as well as external client professionals to include: attorneys, advisors, CPAs, actuaries, brokers, consultants and vendors to track issue resolutions and coordinate task deadlines. • Create and maintain electronic and hard-copy files for client and company records.• Compose, edit and transcribe dictation, prepare all outgoing and confidential correspondence, reports, memos, work requests, and other complex documents.• Handle day-to-day administrative tasks such as copying, faxing, handling mail (received & dispatched all incoming mail), keeping meeting room in order, and calendar management for Executives