Experience

Wagner, Duys & Wood, LLLP

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Feb 2022 - Present



PBMares, LLP

• United States
• Accounting
• 200 - 300 Employee

• Administrative Assistant II

  • Oct 2018 - Apr 2021

  As the Administrative Assistant I am responsible for:• Assembling and sending clients tax returns via paper, or electronically to clients • Running weekly due date reports for the Partners & Managers• Scheduling all incoming Tax Returns based on availability and priority• Sending and Receiving UPS, FedEx & Mail• Answering phones• Back up to receptionist• Maintaining and managing conference room schedules• Scheduling conference calls & Zoom meetings• Generating Arrangement letters• Ordering supplies, food for meetings, coffee and break room supplies • Supporting the Office Staff, Managers ,Directors and Partners•Processing Tax Returns via Electronic Filing



Santos, Postal & Company P.C.

• Administrative Assistant

  • Feb 2017 - Oct 2018

  Merged with PBMares in October 2018 Merged with PBMares in October 2018



Lanigan Ryan, P.C.

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • Oct 2015 - Apr 2016

  As the Administrative Assistant, I was responsible for: ▪ Assembling tax returns according to the IRS and Company guidelines▪ Proof-reading and correcting, engagement and planning letters to clients▪ Correcting financial statements as well as assembling per Partner Instructions▪ Entering Accounts Payable in QuickBooks▪ Ordering office supplies As the Administrative Assistant, I was responsible for: ▪ Assembling tax returns according to the IRS and Company guidelines▪ Proof-reading and correcting, engagement and planning letters to clients▪ Correcting financial statements as well as assembling per Partner Instructions▪ Entering Accounts Payable in QuickBooks▪ Ordering office supplies



HVS

• United States
• Hospitality
• 200 - 300 Employee

• Administrative Assistant

  • May 2011 - Oct 2015

  As the administrative assistant, I was responsible for▪ Handling Accounts Receivable and Accounts Payable invoices, and entering the information in QuickBooks▪ Managing Human Resources issues, including Payroll, Insurance and Benefits, Vacation/Sick leave tracking, and New Employees orientation▪ Processing time sheets for the designers and project managers, entering individual employee’s time into various databases and processing the final payroll documents and files using the ADP Payroll Processing system.▪ Maintaining and tracking confidential files, which includes company’s financial, payroll, and employees’ personal information records▪ Forecasting payroll for budgeting purposes▪ Scheduling appointments and managing Calendar for the Director of Design▪ Handling incoming vendors, including booking their presentations, ordering samples, & regularly updating the binders for the samples in the company library▪ Generating and maintaining files for all sub-consultant agreements in AIA Documents database▪ Preparing financial, timesheets, and progress reports for the ongoing and completed projects▪ Drafting and keeping track of all the contracts▪ Preparing expense and reimbursement reports to be collected from the clients▪ Booking travel and hotel accommodations for the employees and managing partners▪ Ensuring that employees follow mandated office procedures and work with the upper management to develop Standard Operating Procedures▪ Budgeting for IT and other office equipment▪ Ordering office supplies including IT equipment, and keeping track of inventory▪ Handling incoming and outgoing packages including FedEx, UPS and local Courier companies▪ Training new administrative employees▪ Answering a multi-line phone system



Just Moulding

• United States
• Construction

• Administrative Assistant

  • Jul 2010 - May 2011

  As the Administrative Assistant I was responsible for:▪ Managing QuickBooks entries including receiving inventory, paying bills, and reconciliation of multiple bank accounts▪ Booking estimate appointments for the sales staff as well as installations.▪ Answered multi-line communication system▪ Updated website and blog for the company As the Administrative Assistant I was responsible for:▪ Managing QuickBooks entries including receiving inventory, paying bills, and reconciliation of multiple bank accounts▪ Booking estimate appointments for the sales staff as well as installations.▪ Answered multi-line communication system▪ Updated website and blog for the company



Roger L Heymann CPA

• United States
• Accounting
• 1 - 100 Employee

• Administrative Assistant

  • May 2005 - Dec 2009

  Promoted from Receptionist to Administrative Assistant position within two years▪ Assembled incoming tax returns for multiple states according to the instructions sheet included in the client’s file, and drafted appropriate correspondence as requested by the partners of the firm. This required knowledge of forms and information required to file taxes in multiple states▪ Printing tax returns prepared by the staff accountants and the senior partners, printing the mailing labels and envelopes for the clients to send the tax returns to the correct IRS regional office and correct State offices, as many of the clients files their tax returns to multiple states, and also provided a copy for the client’s personal records.▪ Created initial files for new clients for their tax returns and other financial services provided by the firm▪ Developed a filing system and organized prior year client files according to the standards suggested by IRS▪ Assisted the Firm Administrator with collection calls▪ Processed daily client payments▪ During the tax season, made daily assignments for all the seasonal interns to maintain the work flow in the firm▪ Answered multi-line communication system▪ Sending correspondences, including confidential tax returns and received and distributing incoming mail, UPS and FedEx packages▪ Procured office and kitchen supplies