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Experience

    • Tax Executive Admin
      • Aug 2019 - Present

      Wallace, Plese + Dreher (WP+D) offers tax, audit, assurance, and consulting services to private companies. Client teams serve businesses in a variety of industries, including technology, manufacturing, distribution, health care, real estate, construction, and non-profit. Wallace, Plese + Dreher (WP+D) offers tax, audit, assurance, and consulting services to private companies. Client teams serve businesses in a variety of industries, including technology, manufacturing, distribution, health care, real estate, construction, and non-profit.

    • United States
    • IT Services and IT Consulting
    • 700 & Above Employee
    • Sales Tax Compliance
      • Dec 2018 - Aug 2019

      • Update and maintain records and files related to sales tax figures and calculations to support company practices in the case of a state tax audit. • Evaluate sales tax data to assess compliance with legal standards of care and accuracy. • Obtain, review, and complete sales tax exemption documentation from external customers. Enter sales tax exemption information into databases and monitoring systems. • Provides information and assistance to internal and external customers related to established sales tax policies. Show less

    • United States
    • Wellness and Fitness Services
    • 700 & Above Employee
    • Wax Specialist
      • Dec 2017 - Dec 2018
    • Accounting
    • 1 - 100 Employee
    • Tax Administrator
      • Jan 2015 - Jul 2017

      Provide support to assigned management members, including : expense reports, time entry, travel, and meeting arrangement. Finance - Invoicing and billing Admin Support - Maintaining reports and Excel spreadsheets, formatting, reviewing, and finalizing corporate letters, PowerPoint presentations, and other various documents. Provide support to assigned management members, including : expense reports, time entry, travel, and meeting arrangement. Finance - Invoicing and billing Admin Support - Maintaining reports and Excel spreadsheets, formatting, reviewing, and finalizing corporate letters, PowerPoint presentations, and other various documents.

    • Executive Assistant
      • Mar 2014 - Nov 2014

      Administrative Support to 5 directors : Managing and maintaining several schedules, appointments/calendars, and travel arrangements Arranging and coordinating meetings, events, and conferences Administrative Support to 5 directors : Managing and maintaining several schedules, appointments/calendars, and travel arrangements Arranging and coordinating meetings, events, and conferences

    • Accounts Receivable Manager
      • Mar 2011 - Dec 2013

      Provided the President and Owner with financial insight, specifically regarding rent collection and vacancies, and assist with strategic business planning. Office Administrative Support Property Finance – Working daily on receiving rent payments, preparing, and making deposits. Resident/Property Relations – Responding to resident and vendor issues and finding solutions to the problems. Provided the President and Owner with financial insight, specifically regarding rent collection and vacancies, and assist with strategic business planning. Office Administrative Support Property Finance – Working daily on receiving rent payments, preparing, and making deposits. Resident/Property Relations – Responding to resident and vendor issues and finding solutions to the problems.

    • Office Manager
      • Mar 2011 - Dec 2012

      Provided the President and Operations Manager with financial insight, specifically regarding rent collection and vacancies, and assist with strategic business planning. Property Finance - Working daily on receiving rent payments, preparing, and making deposits. Resident/Property Relations Office Administrative Support Provided the President and Operations Manager with financial insight, specifically regarding rent collection and vacancies, and assist with strategic business planning. Property Finance - Working daily on receiving rent payments, preparing, and making deposits. Resident/Property Relations Office Administrative Support

    • United States
    • Construction
    • 1 - 100 Employee
    • Administrative Assistant
      • Jun 2010 - Jan 2011

      Account Receivable - assisting in billing, creating estimates and invoices for customers and insurance adjusters. Filing claims with insurance and auditing files. Office Administrative Support - Answering phone lines and scheduling appointments. Account Receivable - assisting in billing, creating estimates and invoices for customers and insurance adjusters. Filing claims with insurance and auditing files. Office Administrative Support - Answering phone lines and scheduling appointments.

    • United States
    • Real Estate
    • 700 & Above Employee
    • Assistant Property Manager
      • Jul 2007 - Aug 2009

      Reported to and worked closely with the Property Manager in various projects. Property Finance - Overseeing rent collection including delinquencies , managing resident ledgers, preparing, and making daily deposits. Resident/Property Relations - Maintaining positive resident relations, assisting with leasing and other front office duties as needed, inspecting apartments during move-in and move-out, scheduling maintenance, and filling the role of acting Property Manager when the Property Manager is absent. Show less

    • United States
    • Oil and Gas
    • 1 - 100 Employee
    • Receptionist/Administrative Assistant
      • Jun 2006 - Nov 2006

      Answered multi phone lines. Assisted and maintained several spreadsheets and reports that were ran daily and weekly. Assisted several managers in various projects including : composing business letters, invoices, keeping a calendar of scheduled meetings, and scheduling interviews. Answered multi phone lines. Assisted and maintained several spreadsheets and reports that were ran daily and weekly. Assisted several managers in various projects including : composing business letters, invoices, keeping a calendar of scheduled meetings, and scheduling interviews.

Education

  • University of Central Oklahoma
    Bachelor of Science (BS), Marketing and Business Administration
    2002 - 2006

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