Administrative Assistant
Vallejo, California, United States
Successfully supported the CEO, tax and bookkeeping staff through filtering messages, handling issues. scanning and filing documents for their review, mailing and filing tax returns and meeting with clients in person. Reviewed and accurately paid invoices for 10 public employee agencies. Handled mail, email and phone requests. Responsible for knowing CEO schedule and prioritizing duties for maximum work flow according to her schedule. Properly scanned, organized, filed and processed documents for 300 tax clients, securely handling client interactions. Researched issues and appropriately drafted letters received by clients for responses to various tax agencies, including the IRS and FTB. Prepared tax returns for individuals and sent out forms for electronic signatures. Efiled tax returns. Responsible to run admin staff meetings, train admin staff, open the office, meet with clients, handle phones requests and messages, and set out of office messages. Responsible for the admin emails and to open team Zoom meetings.