Hope Mitchell Email and Phone Number

Manage daily firm operations and administrative duties along with accounting functions. • Process on/offboarding in unison with IT to maintain SOC compliance.• Manage various accounting functions including ledger maintenance, accounts payable, accounts receivable, revenue and asset accounting. • Evaluate and make improvements to accounting processes while ensuring compliance with internal controls. • Manage payroll process operations with PEO. Develop and produce payroll-related statistical reports. • Define office policies and procedures. • Draft marketing materials with external marketing firm for brand recognition.• Counsel employees, responds to inquiries regarding policies, procedures and programs. • Maintain a secure and friendly work / office environment.• Analyzes and organizes office operations and procedures such personnel, information management, filing systems, requisition of supplies, and other operational services.• Expense management reporting, tracking and payments.• Maintain records for preparation and filing of Sales & Use tax filings to the State of Texas in accordance with deadlines.• Preparation and filing of partnership State Franchise Tax filings.

Recording JIB payments pertaining to royalty, and non-royalty payments for Oil & Gas, agriculture, and caliche leases within QuickBooks. Planned and executed audit of volumes quarterly for royalty payments against Railroad Commission and CONG records.

Client invoicing, responses to tax notices, 1096 / 1099 creation, consolidate individual client tax organizers for return preparation.

Organizational support to the Firm's Assistant Controller, Tax & Treasury Manager and Staff Accountant with departmental projects related to tax returns, financial and management reports.• Data gathering and preparation of various tax returns; including sales and use taxes and property taxes for domestic office locations• Reconciliation of moving expenses pretaining to employee relocations• Assist in the gathering of information for and the distribution of Partner K-1’s and various state documentation as it relates to Partner income tax returns• Organization and distribution of monthly, quarterly and annual management reports; in both electronic and paper format• Responsible for providing vendors with required foreign and domestic invoice payment information

Support to the Director of A/P, Payroll, Internal Audit and Vendor Maintenance and the Director of Tax Reporting.• Preserve group and individual calendars, coordinate travel and itineraries, prepare expense reports for approval and payment, scheduling of interdepartmental meetings and conference calls• Receive, track and process all contractor invoices, ensuring proper coding and approval for payment• Keep and record meeting minutes and follow-up with assignments as required• Track department supplies and reorders

Principal support to three general counsel and one litigation attorney for the Mass Markets Downstream Legal division. • Maintaining calendars (using SharePoint), coordinate and travel and itineraries, prepare expense reports complying with company guidelines for approval and payment, scheduling internal and external meetings and conference calls in various time zones as required • Generation of all general correspondence and various legal documents and filings utilizing Word, PowerPoint presentations and Excel worksheets as necessary while maintaining a high level of accuracy • Receiving and tracking of all external legal invoices, ensure proper coding and approval • Production of monthly accruals reports for accounting purposes (SAP/AP Workbench) • Uphold integrity of Contracts and Agreements for legal department to internal company database (SharePoint Website) • Researching and preparing materials for presentations

Primary support to seven partners, secondary to remaining six, as well as all senior staff & business developers. Responsible for assisting in Requests for Proposal & presentations. • Contribute to the revision of the RFP procedure, including incorporation of new corporate branding, rejuvenated employee biographies & graphics • HR liaison to partners with hire verification, accounts receivable & handling confidential information • Uphold integrity of client contract files electronically • Assist management in maintaining internal client database • Coordinate attendance, market materials, travel & entertainment for service line annual convention roster

Assistant to both the Director of Marketing & Business Development & the Vice President assigned to State Regulatory Compliance. • Assist in modernization of the Request For Proposal process; redesigning proposal response template, reorganized contribution lists, revamped biographies & updated graphics• Liaison with outside vendors relating to tax and licensing compliance and regulatory audits• Manage industry licenses & continuing education compliance on behalf of 225 employees across 10 states• Coordinate staff attendance, client entertainment & booth design for annual national industry conventions• Maintain database tracking insurance compliance for a major healthcare staffing client• Schedule & organize monthly in-house training sessions & vendor meetings• Verification, reconciliation of discrepancies & terms for incoming carrier contracts• Sustain internal market database, along with charting key industry news

Act as a liaison between multiple stakeholder attorneys, their clients & area court systems. Responsible for drafting documents for filings pertaining to Criminal and Estate Planning legal practicesMaintain calendars for meetings, court dates & statute of limitationsUpdate filing estate finance reports & estate accounting Maintain client files, representation agreements & collections

Act as the initial point of contact for clients, brokerage houses & investment managers. Monthly reconciliation of client accounts. Assist with payroll & accounts payable.