Joe Beaudin Email and Phone Number

Train and assist employees on technical issues and skills; process client invoices; assist clients with cloud based portal; create client Form 1099's; assemble tax returns; generate client statements and assist clients with billing issues.

Organize and scan tax client documents; train employees on XCM and Portal databases; confirm receipt of client engagement letters; e-file client returns; manage partner reports· Assisted in implementation of new XCM database system and Portal cloud storage system by serving as reference guide and go-to person for all employees and clients· Implemented a more efficient way of running reports for Partners and Managers by utilizing XCM database· Managed an intern this past tax season: trained intern on scanning system and file storage database

Assisted the Office Administrator with various tasks: tracked and ordered office supplies; prepared meetings and presentations with A/V and computer set up; coordinated with IT department to assist employees with technical issues, including Blackberry Exchange e-mail set up; coordinated office relocation projects• Created Executive Assistant Handbook to guide new hires and temporary executive assistants that included easy access to department templates and forms and firm technology guidelines • Implemented new filing system for office supply storage area which saved time and energy for employees• Improved department master vendor list which increased accuracy for Accounts Payable department payments, and made payment schedules more efficient

Assisted the Director of Administration with research of benefit plans, office equipment, travel planning; coordinated with outside IT department and assisted employees with technical support; tracked employee vacation and personal time; administered monthly faculty payroll.• Revamped Technology Handbook to reflect current technological standards and circumstances• Researched and facilitated new copiers and scanners which improved employee production, and minimized down time for office machines• Organized and implemented new filing system for computer software/hardware that strengthened results for IT department

Assisted HRIS Manager with sensitive information data entry and report writing; maintained intranet database. · Trained and supervised interns and temporary employees and improved their data entry accuracy · Developed training manual for LawCruit database program which assisted new hires and temps

Taught theater to children ages 5-12 · Created own curriculum and produced theatrical productions