Handle all aspects of administrative support and client billing for the managing tax partner. Billing responsibilities include:• Reviewing timesheets (350+ pages) on a monthly basis to ensure time charges & billable expenses are accurate and memo references are provided.• Monthly preparation of 330-550 invoices, for over 1,000 high net-worth tax clients, with the use of CCH ProSystem fx Practice Management time and billing software.• Reconciling and processing invoices for retainer… Show more Handle all aspects of administrative support and client billing for the managing tax partner. Billing responsibilities include:• Reviewing timesheets (350+ pages) on a monthly basis to ensure time charges & billable expenses are accurate and memo references are provided.• Monthly preparation of 330-550 invoices, for over 1,000 high net-worth tax clients, with the use of CCH ProSystem fx Practice Management time and billing software.• Reconciling and processing invoices for retainer accounts.• Collaborating with partner and managers on complex billing, special client requests, manual invoices, discounts, write-offs, timesheet review & corrections, and collections.• Preparing engagement letters reflecting rates, fixed fees or budgets. Monitoring time charges & billable expenses for accounts with fee agreements to avoid going over budget.• Sending AR statements to clients and following up on outstanding receivables. Monthly review of AR report with partner for action items on collections.• Assisting bookkeepers with applying client payments to correct accounts. Investigating misapplied payments and making corrections.• Mailing and emailing invoices, timesheets, AR statements, and/or Excel ‘Balance Due’ charts based on client's preference.• Maintaining client contact information, assigning billing codes, updating billing rates, revising time charges, and entering approved discounts and write-offs.• Troubleshooting billing issues and responding to client inquiries.• Following Firm’s billing policies and working independently on 2/3 of the tax accounts.• Training and currently supervising 2 part-time assistants. Show less

Provide volunteer services. Prepared Citizenship forms for applicants. Assisted unemployed adults with opening email accounts and seeking employment on-line. Provided basic computer training to senior citizens at a Queens community center. Assisted teachers with improving students’ literacy and math skills with the goal of passing the citywide exams. Aided in aftermath of Hurricane Sandy.

• Assisted SVP Investment Counselors with administering investment accounts for Private Client Services.• Prepared new account forms and legal documents; created Excel spreadsheets for client presentation materials.• Interfaced with high-end clients, providing account information and customizing reports for their financial planning; collaborated with IT reporting department with creating report templates (ex. g&l, income).• Obtained management fee payments from clients and… Show more • Assisted SVP Investment Counselors with administering investment accounts for Private Client Services.• Prepared new account forms and legal documents; created Excel spreadsheets for client presentation materials.• Interfaced with high-end clients, providing account information and customizing reports for their financial planning; collaborated with IT reporting department with creating report templates (ex. g&l, income).• Obtained management fee payments from clients and client-hired custodian institutions. Show less

• Supported two VP Investment Administrators. Handled all administrative duties.• Prepared wire and check requests for investment clients; coordinated with banks in troubleshooting client issues; generated and formatted query financial reports; assisted custodial bank with creating cash/stock transfer forms.• Maintained highly confidential account files and vaulted legal documents.• Trained colleagues on firm’s applications; provided notary services.