• Processed tax returns for over 300 clients annually• Liaison between clients and IRS (setting up audits and preparing for audits)• Managed monthly billing for the firm.• Created statements and invoices for clients and mailed on a monthly basis• Accepted payments via check, credit card, and cash and reconciled the firms balance statements each month.• Filed all tax returns for clients annually• Worked independently as well as with the team to update firm processes and procedures and ensure all returns were processed in a timely manner.• Met with client on law firm side to address their questions and concerns regarding their estates and probate • Filed motions with each courthouse in the area and outside of the local area.• Mail tax organizers to client annually• Send clients payment vouchers and estimated payment vouchers as needed • Supply ordering for both CPA and Law Firm• Answer phones, and greet clients as they enter• Manage Mr. Heschs appointments

Worked with upper management to ensure daily projects and procedures were completed effectively and efficiently.• Scheduled daily, weekly, and monthly meetings for President and Vice President of Toyota/TEMA IT department (Scalable Development and Business Intelligence Teams) • Maintained workflow by studying methods; and developing reporting procedures• Resolved administrative problems by coordinating preparation of reports, analyzing data, and identifying solutions.• Prepared meeting minutes and ensured they were sent out in a timely manner.• Created and tracked all weekly and monthly dashboards. • Administration, and promotion of specific projects, as required• Assisted with special projects and assume responsibility for the development,

Worked daily with attorneys and clients to resolve legal matters, such as credit card collections.• Made outbound calls (approximately 150) a day to debtors to try to help them resolve their debt.• Receive inbound calls from debtors, attorneys, banks, and place of employments to discuss legal matters regarding the debtors.• Reviewed legal judgments for possible executions.• Set up payments to resolve debtor’s accounts with clients. Main client being Chase.• Discussed settlements daily with clients and debtors.• Continually made goal over a 10 month period. Always being over 140% of my monthly goal.• Achieved Top Performer award 3 out of 10 months and monthly goal achievement award 10 out of 10 months.

Provide high level of administrative support to Senior Center Manager and performing daily functions to keep the center operational.• Perform a variety of key functions, necessary to run a $60,000 per month center.• Answer phones and lead clients in the right direction with all their printing and designing needs.• Provide pricing to clients that best suits their needs and budget.• Quality checked all client orders before they are released to the client to ensure they are receiving the quality of work they are expecting.• Ability to Multi-task, working on numerous client projects at one time, all while ensuring the quality is above and beyond customer expectations.• Maintain center spreadsheet to ensure all employees understand the VOC (Voice of the Customer) results and understand what it is we need to do to ensure our clients are 100% satisfied with our services.