Perform bookkeeping duties using QuickBooks Online to include processing payroll, bank reconciliations, quarterly and annual tax filings, processing financial reports, and data entry for tax returns. Provide administrative support to the owner and accountant of firm.

Administrative tax support for the Birmingham, AL and Atlanta, GA offices. Duties include processing, assembling and electronically filing business and personal tax returns. Work within CCH Axcess to create new clients, add projects, run reports and track time. Various administrative projects including reporting, entering time for Partners and creation of expense reports.

Office Manager of CPA firm with two offices. Support Partners and accounting staff with return processing, client interaction, all aspects of office management, and special projects. Provide guidance to other administrative staff. Other duties include purchasing, and preparation of individual and trust tax returns utilizing tax prep software systems. Monthly billing, statements and A/R responsibilities. Use of ProSystem FX and Caseware.

Handle a variety of administrative functions and confidential situations in order to increase the time of the CEO, COO, CRO and Controller. Identify available resources to assist in ensuring that processes are in place to meet the needs of the officers and the business. Compile and analyze data for decision-making, communications and presentations. Also responsible for expense report and corporate card management for company, budget preparation and expense monitoring. Plan and execute logistics for departmental, and business unit meetings, conferences, and events. Serve as administrative liaison with others both internal and external to the organization regarding administrative issues related to purchasing, personnel, facilities and operations. Served as on-site HR administrator to include benefit administration for all company benefits including medical, dental, vision, and 401(k) programs. Perform recruiting functions for company, including job posting, phone screening, preparation and presentation of offer letters, and new hire orientation. Served as payroll administrator, processing bi-weekly payroll using ADP Workforce Now, including creation of new employees and benefits in the system. Duties also included extensive travel management and providing guidance and assistance to lower level positions.

(Company relocated to Minneapolis, Austin facility shut down)Provided administrative support to the Director of Product Development and Site Leader, and PD team locally and in Minneapolis office, along with Engineering Department and local Research group. Responsible for various administrative support projects as assigned, including heavy calendar maintenance and scheduling, coordination of in-house and offsite meetings, teleconferences and videoconferences, travel arrangements, conducting monthly surveys, creation and distribution of meeting minutes, creation of purchase orders and processing invoices, processing expense reports, and ordering office supplies.

(COO left, position phased out)Provided executive administrative support to the Chief Operating Officer of a non-profit organization that promotes quality healthcare through government contracts and private organizations. Responsibilities included scheduling meetings, answering/screening phone calls, calendar maintenance, expense report preparation, travel arrangements, working with all Operations staff of over 100 onsite and offsite employees and Department Directors, attending high level and BOD meetings, producing and distributing meeting minutes, and project follow-up and tracking. Additionally supported two Operations departments including report generation, data processing and compilation, and travel preparation for offsite employees.

(Reduction in Force)Duties encompassed all office coordination functions to include decision making for all purchasing (furniture, supplies, equipment), administrative support management, and budget preparation for office operating expenses. Responsibilities included scheduling, calendaring, document preparation, reporting, expense report preparation and extensive travel arrangements for several partners, preparation of RFP’s and proposals for accounting work, including bid pursuits for government contracts. Additional support provided to office managing partners, audit and tax groups, interaction with 10 national offices with over 1,500 employees. Also the onsite contact for IT and Marketing support. Additionally assisted in the coordination of marketing and tradeshow events directly related to the Austin office and their clients.