Operations Coordinator
CurrentProvide support to partners and staff in the Real Estate group, Business Valuation Services groups and the New York office. Duties include handling correspondence, maintaining calendars, assisting with presentation materials,valuation reports and invoicing. Work closely on all aspects of aircraft like kind exchanges including Invoicing, closing paperwork and working directly with the clients and banks. Assist with financial statements and compilations. Assist CPAs and tax staff with the processing of individual and business tax returns and maintaining workflow system. For one of the clients, play a larger role related to the tax return process and other tasks as necessary. Serve as the lead for the electronic filing approval system and train new staff and work closely with the IT Department on the processing of authorization forms. Responsible for renewing and maintaining all state licenses. Assist in training new executive assistants as well as teaching various technology courses for KSMU.