Oversight, coordination and allocation of tax preparation and review assignments to ensure efficient workflow and timely delivery of client services. Collaborate closely with tax professionals to manage workloads, monitor deadlines, and resolve scheduling conflicts, all while optimizing resources to meet client and team needs. Utilize exceptional organizational skills, attention to detail, and the ability to balance competing priorities in a fast-paced environment. By streamlining scheduling processes, play a key role in enhancing productivity and supporting the firm’s commitment to outstanding client service.Assist with managing the scheduling and coordination of CPE programs and training sessions including organizing courses, tracking compliance with licensing requirements, and ensuring timely delivery of learning opportunities to support staff development.

Played an integral role during MGO integration, analyzing, identifying and resolving issues, spearheading integration projects, and helping develop departmental processes and procedures. Directed tax return preparation life-cycle for 800 clients from onboarding to transmittal of completed tax returns through collaborations with firm partners and professional staff.

Oversaw firm’s scanning operations and served as client portal and CPE administrator and primary liaison for IT and marketing needs. Successfully planned and executed client portal system conversion and developed workflow process and procedures.

Assembled and delivered completed tax returns in a fast-paced, deadline driven environment. Served as the first point of contact for clients and provided administrative support to the Firm’s partners and staff. Developed streamlined CPE documentation and database.

Strategic planner/coordinator for fast-paced commercial Traffic department. Spearheaded creation of new commercial break structures for 82 cable networks for a new joint venture of three media buying agencies. Served as Executive Assistant to the Vice President of Traffic, generated management reports and maintained departmental records.

Through research and analysis, made collection agency determinations. Created and maintained various lists and databases, processed new incoming records, and updated customer accounts.

Supervised five administrative staff and oversaw daily office and administrative operations including firm billing, bookkeeping and payroll. Served as primary human resources and marketing contact for the five-partner CPA firm. Managed office renovation and expansion including administrative logistics of newly acquired firm. Planned and executed staff and partner meetings and social events.

Worked independently to manage daily office operations and assisted with human resources, A/R, A/P, payroll and tax return delivery. Served as Executive Assistant to two partners and supported seven staff members. Developed new work-flow and filing systems and client database for better efficiency.

Managed individual giving program and annual fundraising events. Served as in-house graphic designer, web master, and assistant to the Director of Development.

Developed and executed annual direct mail program from solicitation through acknowledgment. Planned and managed logistics for four annual fundraising and cultivation events and award ceremonies: increased overall event revenue by 15 percent.

Coordinated direct mail program including collaboration with direct mail vendors and consultants. Spearheaded database selection, conversion and implementation, including customization, data mapping, maintenance and staff training. Managed all event planning, logistics, and execution of silent auction, gala dinner, and cultivation events. Designed organizational marketing materials and helped design and launch organization’s new website.

Managed direct marketing program (mail and phone); worked with direct marketing vendors, analysis and reporting. Created departmental systems and collaborated with department staff in conversion to new The Raiser’s Edge database.

Managed of all aspects of Phonathon program including hiring, training and evaluation of 30+ student staff. Developed, implemented, and streamlined program systems, processes, and records management. Helped initiate outreach for new sources of giving. And coordinated all aspects of the Senior Class Gift program.