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Skills

  • Records management
  • Scheduling and calendar management
  • Writing reports
  • Recordkeeping
  • Appointment setting
  • Human resource laws
  • AP/AR proficiency
  • Financial reporting
  • Workflow planning
  • Employee timesheet processing

Work Experiences

  • Answered a multi-line phone system and transferred callers to the appropriate department or staff member by 8 ring.
  • Kept track of office supplies by checking inventory and ordering new supplies as needed.
  • Transcribed and organized information to aid in the preparation of speeches and presentations.
  • Answered phone calls from clients, vendors, and a variety of other callers looking for information.
  • Completed forms, reports, logs, and records to expedite the processing of all human resources documentation.
  • Effectively interacted with Tax Administrative Assistant and Tax Administrative Assistant, took detailed notes, and distributed minutes to all attendees in one year meetings.
  • Provided standard software support and training to the entire office, including troubleshooting and optimization.
  • Maintained adequate stock levels in the office by restocking supplies and placing purchase orders.
  • Improved customer service ratings by 7% by training 6 new employees on proper phone handling techniques.
  • Achieved a 18% increase in positive client feedback.

Summaries

  • Ambitious Office Automation Clerk who knows how to use a variety of office support equipment, such as standard and procedure.
  • Exceptional at adhering to strict financial controls and deadlines.
  • Bringing a track record of effectively scheduling to promote organization and availability.
  • With strong planning, problem-solving, and communication skills, I am extremely efficient and accurate.
  • Prepared to bring 2 years of experience to Brightline and take on a new and challenging role.
  • Demonstrated ability to solve analytical problems and increase operational efficiency.
  • Asana expert with exceptional team leadership and typing abilities.
  • Capable of gathering and organizing specific data as well as converting documents into the desired formats.
  • Astute Administrative Assistant focused on streamlining processes to improve data retrieval and storage, reduce physical storage requirements, and ensure the security of all data.
  • Commended for cultivating a positive work culture by interacting with employees and customers cheerfully.

Accomplishments

  • Resolved product issue through consumer testing.
  • Provided in-depth support for clients dealing with IRS or state audits, ensuring that all necessary tax documentation was provided within two years.
  • Trained 12 junior administrative assistants on best practices for tax documentation and client communications, improving overall department efficiency.
  • Regularly updated tax case records in category, ultimately optimizing case tracking and retrieval by 33%.
  • Designed and implemented efficient filing systems to manage tax documents, reducing document retrieval time by 60%.
  • Collaborated with team of 17 in the development of procedure.
  • Trained 11 new staff members on the use of procedure for tax preparation and recordkeeping, leading to a more capable team.
  • Collaborated with accounting teams and legal professionals to resolve over 9 tax disputes, helping clients minimize potential penalties.
  • Collaborated on the tax department’s internal workflow redesign, increasing overall efficiency by 20% and reducing processing times.
  • Drafted and reviewed client communication templates to provide clear guidance on tax-related inquiries, boosting response accuracy by 56%

Affiliations

  • American Medical Informatics Association
  • Association for Supply Chain Management (APICS)
  • National Society of Accountants (NSA)
  • Rotary International
  • Society for Human Resource Management (SHRM) – Tax Compliance Division
  • Society of Women Engineers
  • Tax Professionals LinkedIn Group
  • Lions Club
  • Certified Administrative Professional (CAP) network
  • Certified Administrative Management Organizations (CAMO)

Certifications

  • IRS Annual Filing Season Program (AFSP)
  • Certified Paralegal with Concentration in Taxation
  • Clerkship in Tax Accounting Northwind
  • Legal and Regulatory Tax Compliance Certification
  • First Aid/CPR Certified
  • QuickBooks Certification 2018
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Financial Planner (CFP)
  • Advanced Certification in Bookkeeping
  • Tax Technology Certification Program (TTCP)

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