Beth Burchfield Email & Phone Number

Austin, Texas

• Facilitate company mergers and acquisitions through UCAA filings with the NAIC and filings with state insurance and secretary of state departments
• Compile and analyze data for national and state required reporting
• Research, document, and monitor state and national regulatory changes and advisories
• Lead interdepartmental relations for effective communication and procedures for streamlined and balanced workflow
• Create and execute anti-money laundering, OFAC, and regulatory change process procedures, training, and internal audits
• Renew and maintain Certificates of Authority and Secretary of State licenses in all states

Austin, TX

• Drafted company marketing content and quarterly startup financial progress emails
• Assisted CEO and COO with special projects, daily tasks, and calendar management
• Managed special projects and monitored workflow throughout the company
• Facilitated employee on-boarding process
• Updated company website (WordPress)
• Prepared K-1 forms and 1065 tax returns (ProSeries)

Austin, TX

• Conducted detailed research, analyses and preparation of various legal cases with the IRS
• Lead interdepartmental relations with the Tax Preparation team
• Developed and streamlined departmental and interdepartmental processes
• Strategized to achieve the best possible outcome through learning tax law
• Communicated effectively with clients to obtain information and explain case details and strategy
• Organized and maintained client records, protecting sensitive information

Austin, TX

• Managed and delegated tasks for administrative team
• Prepared property tax protest cases and presented at the Travis County Appraisal District
• Oversaw department workload, managed office scheduling and quotidian procedures
• Developed departmental processes and procedures and wrote training literature
• Lead special projects such as implementation of new CRM and strategic planning for the year
• Prepared, presented and filed tax returns (ProSeries)

Austin, TX

• Drafted and revised legal documents
• Prepared client estate plan portfolios
• Organized and maintained client records
• Designed and implemented marketing strategies, e.g. educational workshops, vendor fairs, and monthly newsletters
• Trained and managed subordinate employees
• Oversaw office scheduling

Nacogdoches, TX

• Tailored bank and postal products and services to the needs of each customer
• Maintained inventories for both banking and postal departments
• Adhered to security protocols

Nacogdoches, TX

• Prepared, organized and maintained client tax records
• Oversaw office management and organizational systems for small business clients (QuickBooks)