Ensuring over 1,000 business, individual, trust, estate, gift tax, and foundation returns are maintained and filed within a calendar yearProcessing quarterly federal and Maryland payroll documents including 940, 941, MW508, MW506, and miscellaneous state filingsLeading the firm’s conversion from creating and pape-filing over 400 1099’s to using the IRS e-filing system FIRE; congruent conversion from creating and paper-filing W-2’s to using the SSA e-filing system BSOCreating accurate and efficient client tracking procedures through PracticeCS and Excel to certify accountants are meeting their monthly client quotasBalancing Quickbooks, Quickbooks Online, and Quicken accounts for clients on both a month-by-month and yearly basis, often in tandem with operating in Paychex to ensure the appropriate payroll figures are recordedImplementing, troubleshooting, and data processing in Thomson Reuters and Wolters Kluwer programs including ProSystem, AdvanceFlow, GoFileRoom, PracticeCS, FileCabinet, and UltraTaxOverseeing the firm’s recruitment process by scheduling interviews, creating employment guides, maintaining Handshake positions, and conducting onboarding of new employeesOrganizing internal client intake by ensuring systems have accurate information on current and future filingsMaintaining the in-house CPE program by scheduling weekly conferences and tracking attendance hours

Coordinating calendars of both Registrar and supporting staff to ensure reliability between partiesReconciling accounts using SAP, JPMorgan, Sharepoint, and ConcurDelegating responsibility between departmental administrative assistantsManaging monthly expenses including purchase orders and credit-card spending through ExcelMaintaining confidentiality with regard to FERPA policy when communicating between staff and external entitiesTriaging mail and faxes by understanding what policies affect sensitive informationManaging domestic and foreign travel booking including airfare, hotel, transportation, and cash-advance requests based on GSA per diem

Communicating directly with company president and director of operations as both an acting administrative director and personal assistantStrategizing punctual and cost-effective shipping of client-purchased artwork and gallery artworkManaging communication as a liaison between upper gallery management, sales consultants, and artistsAssisting accounting department with order costing and invoice accuracyLeading interdepartmental communication to ensure artwork is effectively transferred between gallery locationsGenerated purchase orders with high attention to detail on artwork costs and retails above $50,000

Facilitated consistent communication between servers, bussers, and management to make sure guests expectations are prioritizedDiligently answered phone inquiries on reservations, private parties, and teppanyakiBooked private parties of groups up to 100 by working with event managers and creating limited menusStrategized the appropriate layout of the restaurant with OpenTable to ensure all guests and larger parties can be seated within five minutes of entryManaged well-over 500 guests nightly, prioritizing effective and professional communication with a goal that every guest will dine with us againMaintained positive guest relations acting as the “face of the business”

Assisting Instructors/Professors with course material organizationCreating new and digitizing existing course materials to allow for online publicationAssisted various departments with organizing online and in-person meetingsCreated daily planning for off-campus activitiesTracked departmental budget use for cost analysis using ExcelOversaw incoming mail distribution accuracyAssisted in campus-wide promotion of events to increase student participation and turnoutCoordinated with other departmental operations personnel to increase efficiencyCreated written note formats for Professors/Instructors to distribute to students

Individualized attention helping students with disabilities.Creating relevant lessons plans for teachers, and daily goals for students.Guiding students through assignments while keeping a specific focus on what their disability is in order to maximize their learning capabilities.