Sandra Jakubowicz Email & Phone Number

Mesa Area, Arizona

Case management duties include reviewing participant files to ensure monthly deposits are made, required documents are received, and matched funds are dispersed to appropriate third parties. Answer calls and provide information regarding program requirements. Communicate effectively with a diverse clientele.

Review clients' tax records, such as wage statements and previous tax returnsInterview clients' about income, expenses, investments, and other informationPrepare simple to complex returns for individualsEnsure all returns include appropriate adjustments, deductions, and credits to keep clients taxes to a minimumFollow IRS Policy and procedures for completing returns accuratelySkilled with Tax Wise software application

Reviewed clients' tax records, such as wage statements and previous tax returnsInterviewed clients about income, expenses, investments, and other informationPrepared simple to complex tax returns for individuals or small businessesEnsured all returns included appropriate adjustments, deductions, and credits to keep clients' taxes to a minimumDetermined taxes owed or overpaid using tax application softwareFollowed IRS Policy and Procedures for completing returns accuratelyAssisted clients with completing W2s, recordkeeping, possible audits, and other tax-related questionsAdvanced skills in Excel, Word, and Drake Tax Software

Phoenix, Arizona Area

Assisted accounts payable supervisor with internal and external auditsReviewed and processed tax forms for mailing to clientsKnowledge of generally accepted accounting principles and practices (A/P, A/R, and Payroll)

Improved invoice processing in accordance with creditor guidelines using internet I-Pay systemAssisted with account reconciliation process; monthlyReceptionist when needed; received and directed phone calls to the appropriate person; received walk in customers

Completed data entry using Great Plains for accounts payable and payrollKnowledge of generally accepted accounting principles and practices (A/P, A/R, and Payroll)Data entry was three months behind; was able to bring accounts to current status

Answered phone calls and directed calls to appropriate parties or took messagesGreeted visitors and determined whether they should be given access to specific individualsPerformed general office duties, such as ordering supplies and maintained records management database systemsOpened, sorted, and distributed incoming correspondence, including faxes and emailRead and analyzed incoming memos, submissions, and reports to determine their significance and plan their distributionData entry and processing using Ceridian software for payroll and employee benefitsPrepared invoices, reports, memos and other documents, using MS Word and ExcelProcessed payroll for 200+ employees; including PTO, sick time, and benefits; meeting deadlinesFacilitated employee orientation on first day of employmentInterpreted and communicated work procedures and company policies to staffImplemented and maintained changes in policies and proceduresAdministered Workers’ Compensation claims; reporting injuries within 24 hoursFollowed up work place injuries to ensure treatment administered in a timely mannerCommunicated with managers and staff through human resources departmentMaintained employees personnel files and HR filing system; accurate data entry and filing

Improved office productivity; purchased computers and software, implemented office policies and proceduresAnswered phone calls and directed calls to appropriate parties or took messagesGreeted visitors and determined whether they should be given access to specific individualsConducted research, compiled data, and prepared papers for consideration and presentation by executivesPerformed general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping workFiled and retrieved corporate documents, records, and reportsOpened, sorted, and distributed incoming correspondence, including faxes and emailRead and analyzed incoming memos, submissions, and reports to determine their significance and plan their distributionPrepared invoices, reports, memos and other documents, using MS Word and ExcelImplemented and maintained changes in policies and procedures

Certificate, Health Services Information Specialist

Certified Medical Administrative Assistant (CMAA) Certified Billing and Coding Specialist (CBCS)

Education record

Associates, Computer Science And Accounting