• Client fieldwork, meetings and correspondence• Individual, partnership and corporate income tax return preparation and planning• Other tax return preparation as needed, including sales tax, business license, personal property, estate and gift returns, payroll tax returns and business registration forms

·Efficiently managed back-end office operations, providing critical administrative support.·Acted as first point of contact, handling phone calls and inquiries with professionalism.·Safeguarded sensitive client data and confidential information, adhering to strict data protection protocols.·Collaborated closely with the audit and tax departments, assisting with various tasks to support workflow and projects.·Worked with a variety of tax documents, developing a strong understanding of tax-related processes and regulations.·Utilized accounting knowledge to streamline processes and improve accuracy in administrative tasks.·Partnered with tax department to expand on accounting knowledge, including but not limited to preparing tax returns, completing bookkeeping tasks, and IRS and client communication. ·Partnered with audit department by completing formatting, organizational, and other general assigned tasks.

·Operated workflow management software (XCM), document management software (PFX), and Practice management software (Axcess Practice) essential to preparing client taxes.·Supported and improved back-office operations and workflow in a bustling CPA firm by completing detailed administrative and clerical work including spreadsheets and other data entry.·Worked closely with Accounting and Administrative departments to ensure projects ran smoothly and efficiently

·Processed, modified, and coordinated guest and vendor folios and billing, managed large sums of money, and prepared the nightly reconciliation to balance transactions and ensure accurate accounting postings.·Managed and assessed account data via an array of complicated property management systems, and evaluated and optimized hotel operations for internal stakeholders, guests and external vendors.·Trained and mentored new hires on internal workflow and software to ensure smooth onboarding.·Composed and communicated urgent reports between teams under tight deadline·Handled a front facing position with a high level of customer service

·Assisted nonprofit housing property management with tenant association meetings, educational and racial equity programming, and other resident services for a community of over 100 units. ·Manage resident greeting/scheduling to ensure effective communication both internally and externally·Supervise the maintenance of office areas, equipment, and facilities·IT, phone and building support·File management·Telephone/email communications with the Residents

·Authored, budgeted, and led a program that reached 200+ youth members across five affordable housing sites to raise awareness for mental health, reduce stigma, and promote positive community behaviors.·Pitched and wrote submissions for, and successfully received, a federal grant totaling $4,000 from Fairfax-Falls Church Community Services Board over four consecutive years.