Lucy Perez Email & Phone Number

Bethesda, Md

Tax Department:o Manages projects/tasks & reports independently & proactivelyo Manage, supervise & develop: setting objectives | identify training needs | tax season schedule | tax return assembly process | scanning process of client materials: sorting, scanning & bookmarkingo Responsible for continuous improvements & implementation of administrative processes, systems & transformation projects | performs quality checks to review consistency & accuracyo Creates & maintain… Show more Tax Department:o Manages projects/tasks & reports independently & proactivelyo Manage, supervise & develop: setting objectives | identify training needs | tax season schedule | tax return assembly process | scanning process of client materials: sorting, scanning & bookmarkingo Responsible for continuous improvements & implementation of administrative processes, systems & transformation projects | performs quality checks to review consistency & accuracyo Creates & maintain clients profiles in multiple databases for tax related information: tax returns | tax organizers | online storage & billingo Type, edit & process: IRS & State tax notices | tax correspondenceE-File & Extensions:o Manage, supervise & develop e-file returns & extensions process: releasing returns | authorization acceptance | confirmations & rejection follow-upsXCM Workflow – Firm Administrator:o Manage database conversion, implementation, integration & trainingo Create | configure | modify | edit & rollover firm specific tasks & deliverableso Manage employee & client profiles | new user setups | change or reset passwords | synchronization timeso Manage firm specific: workflow mapping | sign-offs | checklist | search gridMarketing: o Collaborates with creative team to design & produce computer-generated artwork for marketing needs & promotional materials: CBM letterhead | sport logo | branding logoo Creates & maintains digital signatures for all employeeso Designed & created a fill-able electronic control form for all tax returns, using JavaScript coding to include: drop down lists | check boxes | auto-populated fields based on selections chosen | color coded fields based on returns selected IT Help Desk:o Manage the daily | weekly | monthly backup tapeso Assist local & remote staff with technical problems | analyze problems | research potential solutions | isolating issues & referring complex problems to senior technical staffo Fill in for in-house IT services as needed Show less

North Bethesda, Md

Administrative:o Address all incoming mail, outgoing mailings and faxes o Schedule appointments for Partners o Manage and maintain complex calendars and coordinate appointments, meetings and conference calls o Assist Partners and Accountants with administrative needs, such as correspondence, maintaining database documentation, and other day to day tasks as requested o Handling sensitive and confidential business matters and assisting with special projectso Organization… Show more Administrative:o Address all incoming mail, outgoing mailings and faxes o Schedule appointments for Partners o Manage and maintain complex calendars and coordinate appointments, meetings and conference calls o Assist Partners and Accountants with administrative needs, such as correspondence, maintaining database documentation, and other day to day tasks as requested o Handling sensitive and confidential business matters and assisting with special projectso Organization of confidential fileso Assist in creating professional PowerPoint presentations for Partnerso Working with other administrative support personnel to provide team coverage of phones, reception area, and common areaso Perform other administrative duties depending on office needs as defined by the Partners and/or Accountantso Working independently and proactively managing workloads and project timelineso Establishing and maintaining a rapport with internal and external clientsTax Department:o Responsible for assembling tax returns for Individuals, Corporations, Partnerships, Fiduciaries , Trusts & Bankruptcy clientso Carry out scanning of client materials that is then sent to the “Document” (online storage system) o Responsible for “ProSystem FX Scan” use, sorting, scanning, bookmarking client materialsBilling:o Provide high-level billing support to partners and billing managers o Prepare Work in Progress Reports o Prepare statements and invoices Marketing: o Collaborates with creative team to design and produce computer-generated artwork for marketing needs and promotional materials Show less

Rockville, Md

E-File Administrator - Provide high-level of support to over thirty (30+) employees of an Accounting Firm.- Responsible for all electronic filing functions for over 4,000 clients- In charge of delievering tax returns to clients thru regular mail, via-email or by fax- Solely responsible for electronically processing tax returns, including but not limited to individual, corporate, partnerships and estate returns- Solely maintain a log of returns awaiting authorizations- Stays… Show more E-File Administrator - Provide high-level of support to over thirty (30+) employees of an Accounting Firm.- Responsible for all electronic filing functions for over 4,000 clients- In charge of delievering tax returns to clients thru regular mail, via-email or by fax- Solely responsible for electronically processing tax returns, including but not limited to individual, corporate, partnerships and estate returns- Solely maintain a log of returns awaiting authorizations- Stays on top of all returns, making sure they have been accepted and/or rejected by the government Show less

Rockville, Md

Assistant Office Manager - Provide high-level of managerial support to four partners, five principles and a staff of 30+ employees of an Accounting Firm.- Entrusted to manage office in the supervisor’s absence- Manage, supervise, motivate and develop staff including setting objectives and identifying training needs.- Maintain and update departmental policies and procedures manual- Interview and train new employees for receptionist and administrative positions- Huge… Show more Assistant Office Manager - Provide high-level of managerial support to four partners, five principles and a staff of 30+ employees of an Accounting Firm.- Entrusted to manage office in the supervisor’s absence- Manage, supervise, motivate and develop staff including setting objectives and identifying training needs.- Maintain and update departmental policies and procedures manual- Interview and train new employees for receptionist and administrative positions- Huge experience of working to tight deadlines, within a highly pressured change orientated environment- Managed and oversaw administrative functions to ensure all paperwork was processed efficiently and in a timely manner- Confidential correspondence and document handling- Administer all incoming clients materials regarding tax preparation- Responsible for assembling tax returns for Individuals, Corporations, Partnerships, Fiduciaries , Trusts and Bankruptcy clients- Provided document management support in the areas of typing, proofing, editing and assembling financial statements for Individuals, Corporations and Partnerships- Carry out scanning of client materials that is then sent to “File Cabinet” (online storage system)- Personally oversee the submission of health care forms specific clients- Responsible for “ProSystem FX Scan” use, sorting, scanning, uploading and downloading client materials- Systematize client’s homes/offices upon their request- In charge of keeping office organized at all times- Assist in handling of partners and clients holiday gifts and cards- Organization of confidential files- Played a vital role in assisting SantosPostal in hosting an MGI International meeting held in Washington, DC- Solely created a 500+ page binder presentation- Managed PowerPoint presentations for all International speakers- Solely responsible for taking 800+ pictures of the international event Show less

Rockville, Md

Marketing Assistant - Provide high-level of artistic, creative, dependable and organization with a strong sense of design and type support to over thirty (30+) employees of an Accounting Firm.- Created new design themes for marketing and collateral materials- Collaborated with creative team to design and produce computer-generated artwork for marketing and promotional materials- Participated in production of print and promotional items for key clients, under the direction of… Show more Marketing Assistant - Provide high-level of artistic, creative, dependable and organization with a strong sense of design and type support to over thirty (30+) employees of an Accounting Firm.- Created new design themes for marketing and collateral materials- Collaborated with creative team to design and produce computer-generated artwork for marketing and promotional materials- Participated in production of print and promotional items for key clients, under the direction of Marketing Department- Successfully translated subject matter into concrete design for newsletters and promotional materials- Assist in Marketing projects:- Created and designed custom Tax Newsletters- Responsible for custom designed envelopes- Created and designed custom made raffle tickets- Designed various marketing brochures for the company Show less

Rockville, Md

I.T. Help Desk Technician - Provide high-level computer support to over thirty (30+) employees of an Accounting Firm.- Responsible for software application installations and updates- In charge of software and hardware troubleshooting- Setup and relocation of workstations to other areas within the office- Reboot Server on a weekly basis- Responsible for changing backup tapes on a daily basis- Setup Security preferences on File Cabinet for all staff- Securing passwords… Show more I.T. Help Desk Technician - Provide high-level computer support to over thirty (30+) employees of an Accounting Firm.- Responsible for software application installations and updates- In charge of software and hardware troubleshooting- Setup and relocation of workstations to other areas within the office- Reboot Server on a weekly basis- Responsible for changing backup tapes on a daily basis- Setup Security preferences on File Cabinet for all staff- Securing passwords for all users- Responsible for the training and development of employees- Research cutting edge technologies and analyze technological resources to ensure effective use of hardware and software applications- In charge of handling all corporate blackberry’s and IPhone’s configurations and account management Show less

Rockville, Md

Billing Coordinator - Provide high-level billing support to four partners and four principles of an Accounting Firm.- Prepare Work in Progress Reports- In charge of preparing statement bills for Managers- Assign Companies expenses to clients accounts- Transfer/Credit/Debit and/or Write Off Clients Accounts- Control all UPS, FedEx, Courier and Compu-Tax charges that are billed to clients- Confidential correspondence and document handling

Rockville, Md

Provide high-level administrative support to four partners and four principles of an Accounting Firm. • Responsible for interviewing and training new employees for receptionist and administrative positions for a firm of over thirty (30+) employees• Confidential correspondence and document handling• In charge of preparing and sending out “Tax Organizers” (an outline of what clients need submitting for their tax return) to a basis of 3,000 clients• Administer all incoming clients… Show more Provide high-level administrative support to four partners and four principles of an Accounting Firm. • Responsible for interviewing and training new employees for receptionist and administrative positions for a firm of over thirty (30+) employees• Confidential correspondence and document handling• In charge of preparing and sending out “Tax Organizers” (an outline of what clients need submitting for their tax return) to a basis of 3,000 clients• Administer all incoming clients materials regarding tax preparation• Responsible for assembling tax returns for Individuals, Corporations, Partnerships, Fiduciaries , Trusts and Bankruptcy clients• Provided document management support in the areas of typing, proofing, editing and assembling financial statements for Individuals, Corporations and Partnerships• Transcribe bank confirmations for Corporations and Partnerships• Responsible for “Sure Prep” use (Outsource for tax returns), sorting, scanning, uploading and downloading client materials• Carry out scanning of client materials that is then sent to the “File Cabinet” (online storage system)• Personally oversee the submission of health care forms specific clients • Systematize client’s homes/offices upon their request• In charge of keeping office organized at all times• Assist in handling of partners and clients holiday gifts and cards• Assist in organization of confidential files• Assist in Marketing projects: - Created and designed custom Tax Newsletters - Responsible for custom designed envelopes - Created and designed custom made raffle tickets - Designed marketing brochure for company Show less

Rockville, Md

Provide Administrative support to four partners and four principles of an Accounting Firm. - Address all clients- Interpret for clients when needed- Respond to multiple phone lines- Address all incoming mail, outgoing mass mailings and faxes- In charge of all UPS, Fed Ex, Schedule Express & Courier services- Filing- In charge of setting up all new clients in all data bases- Update all databases (CPA Software, Outlook, Prosystem, UPS, & Dymo)- In charge of… Show more Provide Administrative support to four partners and four principles of an Accounting Firm. - Address all clients- Interpret for clients when needed- Respond to multiple phone lines- Address all incoming mail, outgoing mass mailings and faxes- In charge of all UPS, Fed Ex, Schedule Express & Courier services- Filing- In charge of setting up all new clients in all data bases- Update all databases (CPA Software, Outlook, Prosystem, UPS, & Dymo)- In charge of printing out Due Date Reports for each employee, on a weekly basis- In charge of maintaining, updating & retrieving old client files from Office Archives- In charge of maintaining sufficient parking stamps for clients- Maintain inventory and order of all office supplies- Vendor maintenance- Schedule appointments for Partners- Maintain calendar for Conference rooms- Personal Organizer to two Partners Show less

Information Technology

Activities and Societies: HSU, LSU

Education record