Heidi Rieg Email & Phone Number

San Diego Metropolitan Area

Prepare correspondence, legal documents, and formsReview, revise and finalize documents E-File documents with court systems Heavy calendar management Attorney, expert, and client communication Prepare expense reportsProcess invoices

San Diego, California, United States

Prepared legal documents and filingsCommunicated with clients, gathering necessary documents and information to begin building a caseConducted all initial research and provide information to the LawyerAppealed taxation mattersPerformed general secretarial duties such as answering phones and schedulingAssisted with various parts of closings such as preparing LLC/corporate documents, sending documents for signature and distributionBilled and maintained client files and intake sheets

Helped clients file their tax returns by assisting them with forms, calculating taxes owed or refund amounts due, and submitting the forms electronically or by mail to the IRSPrioritized customers’ needs while balancing heavy workloadPackaged and mailed returns for over 1,800 clients during tax season

Del Mar, California, United States

Answered phones and greeted clients Managed and delegated tasks regarding a long-term tax projectMaintained a web-based project management CRM(Redtail, QuickBooks, Lacerte)Audited Power of Attorney documents (Excel)

Greater San Diego Area

Ran store operations including supervising staff, training new employees and delegating responsibilitiesEnsured sales and cash operations ran smoothlyProblem-solved with empathy and guaranteed each customer interaction was excellentCompleted daily and monthly reports

Point Reyes Station, Ca

Tracked and recorded data on endangered speciesWorked with other team members as well as alone in challenging landscapesDeveloped reference for future habitat monitoring

Santa Clara

Inspected commercial-scale construction projects for compliance under state and federal wildlife lawsConducted daily/weekly surveys of endangered speciesPrepared scientific reports, evaluated research permits, and wrote impact reports

Sacramento, California, United States

Received two Platinum Homer badge, the company’s highest level of recognition for customer serviceCreated a customer service and selling culture within the department Consistently assumed additional responsibilities and worked extended hours to meet project deadlines

Rohnert Park, Ca

Sampled and identified benthic macroinvertebrates (BMI) from a restored urban lakeAssessed the prey base for higher-order predators such as WPTRecovered and preserved BMI from selected sites in the lake with D-frame nets applying standard collection protocolsStudied long-term impact of riparian restorationComplied findings to write a scientific reportCollaborated on riparian restoration grant (led to funding)