Roberta Farley Email & Phone Number

Sun City, Az

Peoria, Az

Administrative support for a refrigerant abatement company.

Sun City, Az

• Supported 5 CPAs and other senior accountants with assembling tax returns using Lacerte software, correspondence, managing calendars and assisting management with workflow.• Solely responsible for the e-filing of client tax returns and monitoring the acceptance and/or rejection of returns filed.• Accounts Payables – recording and payment of vendor invoices.• Accounts Receivables – solely responsible for preparing client invoices from CCH time & billing software, recording client’s… Show more • Supported 5 CPAs and other senior accountants with assembling tax returns using Lacerte software, correspondence, managing calendars and assisting management with workflow.• Solely responsible for the e-filing of client tax returns and monitoring the acceptance and/or rejection of returns filed.• Accounts Payables – recording and payment of vendor invoices.• Accounts Receivables – solely responsible for preparing client invoices from CCH time & billing software, recording client’s collections, preparing the electronic deposit of funds received, and generating reports for the firm’s owners.• Maintain client databases in Microsoft Access for appointment scheduling and tax season planning.• Responsible for monitoring Norton server backup software and daily changing of backup media.• Performed exit interviews with clients to explain the results of their tax returns and procedures for filing.• Extensive knowledge of the administrative use of Lacerte Tax Software and Document Management System.• All other regular office functions Show less

Handmade greeting cards, note cards, invitations, beaded bookmarks, candles and other handmade gift items

• Interacted with overseas offices and local customers, verifying all documents received were compliant with shipping regulations• Prepared freight bills and arrival notices for customers, five days prior to shipments arriving in the United States• Prepared and presented monthly reports to Branch Manager, providing data for planning sessions• Maintained contact with customers to ensure timely communications and resolution of possible setbacks• Maintained SOP’s for all clients… Show more • Interacted with overseas offices and local customers, verifying all documents received were compliant with shipping regulations• Prepared freight bills and arrival notices for customers, five days prior to shipments arriving in the United States• Prepared and presented monthly reports to Branch Manager, providing data for planning sessions• Maintained contact with customers to ensure timely communications and resolution of possible setbacks• Maintained SOP’s for all clients with contracts Show less

Microcomputer Applications

General Studies

High School Diploma