Dierdre Smith Email & Phone Number

Charlotte, North Carolina Area

Charlotte, North Carolina Area

Managed diverse tasks for heavy volume PTPA Team for day to day operations. Over 3000+ Partner participants.Executed Special Project assigned by PTPA Director with frequent collaboration to ensure all stakeholders’ needs were met.Teamed with 16 National Regional Coordinators to create codes for Newly Admitted PartnersProcessed Partner Tax Returns and Estimates and Extensions. • Interfaced with Directors, Managers, and Seniors for their Admin/Financial needs enabling the team to… Show more Managed diverse tasks for heavy volume PTPA Team for day to day operations. Over 3000+ Partner participants.Executed Special Project assigned by PTPA Director with frequent collaboration to ensure all stakeholders’ needs were met.Teamed with 16 National Regional Coordinators to create codes for Newly Admitted PartnersProcessed Partner Tax Returns and Estimates and Extensions. • Interfaced with Directors, Managers, and Seniors for their Admin/Financial needs enabling the team to focus primarily on client engagement responsibilities.• Performed Finance functions timely ensuring efficient revenue capture• Prepared bi-monthly Reports, allowing team prompt review to manage engagements effectively.• Authorized and managed access to Firm's numerous databases securing appropriate allowable access.• Administered Partner enrollment in Partner Portal, including Welcome emails to Partners joining the program by confirming initial enrollment and providing Tax Preparer assignments• Managed Partner Support Lotus Notes Database and Call Center, providing Partners with answers to their inquiries within a 24 hour window.• Resolved Partner code maintenance issues preventing revenue loss. • Improved account code efficiency resulting in resolutions involving years of unsettled issues. Show less

Charlotte, North Carolina Area

Supported PCS Tax engagement team on their Engagement PortfoliosAnalysed and scheduled bi-monthly meetings to provide insight for taking appropriate actions to maintain Engagement Financials.• Monitored WIP Management to ensure metrics were attained. • Executed New client and existing code set ups processes • Distributed reports for prompt Engagement Team review ensuring timely client billing. • Teamed with Executive Assistant to guarantee Engagement Team’s needs.