C. Lissette Castillo Email & Phone Number

San Francisco Bay Area

• Onboarding new clients from various industries, collected data to identify the client’s needs.
• Set up, customized and created subaccounts to Chart of Accounts according to the company's needs.
• Set-up companies, customers, vendors, and employee’s data from information provided by the client.
• Integrated POS systems to QuickBooks such as, Gusto, Toast and Square.
• Create and added conditions to bank rules for transactions as needed.
• Categorized, recategorized and excluded double entry transactions.

Meet with clients gather tax information and go over tax organizer.Utilize information provided by clients and assist and/or prepare federal and state individual tax returnsE-mail or Mail Draft tax returnsResponsible for e-file administration, filing and tracking of Individual/Business tax extensions and tax returns.Assemble and mail out completed.

San Francisco Bay Area

Open and close officeAnswer and route all incoming calls to appropriate partyTake down phone messages Greet members/visitors warmly and make sure they are comfortableHandle phone calls from employees calling in sickMaintain an orderly reception areaProvide general information to the public about companySend out agents and casting lists and new member.

San Francisco Bay Area

-Performed multifaceted administrative support functions to Tax Partner, Three Tax Managers and Tax associates to a premier accounting, tax, and financial advisory and consulting firm. -Make travel arrangements and reservations, maintain appointment schedules and calendars for Tax Partner and Tax Managers; arrange meetings and conferences.-Set up Web-ex.

Various long- and short-term positions through temporary agencies providing administrative and payroll support to a variety of companies.

-Reconcile payroll prior to transmission and validate confirmed reports-Manage work flow to ensure all payroll transactions are processed accurately and timely-Process correct garnishment calculations and compliance-Execute time sheets and attendance processing and interface with payroll-Transmit payroll tax liability payments-Process accurate and timely.

San Francisco Bay Area

-Answer and direct incoming calls from customers-Schedule courier pick-ups and deliveries-Handled complaints and resolved service problems-Process credit card payments and refunds-Perform heavy data entry-Filing, copying, and faxing