Silvia Cruz Email & Phone Number

New York, Ny

I communicate with managers to identify training needs and map out development plans for the firm's tax professionals and administrative staff. I coordinate and assist in the development of the curriculum and the delivery of the courses. I evaluate trainees for effectiveness of training and individual employee growth. I develop reporting for measurement of training needs and results. I manage all entry and tracking of CPE and CLE credits in the firm's LMS.

Greater New York City Area

As a project manager, I planned, budgeted, oversaw and documented all aspects of various projects for the firm. I worked closely with upper management to make sure that the scope and direction of each project was on schedule. I managed and directed all business and individual tax filings. Communicated directly with the IRS, states and cities tax agencies on behalf of the firm in regards to all tax matters. I also managed and delegated the billing and accounts receivable for the firm. Worked directly with clients to ensure deliverables fell within the applicable scope and budget. Coordinated with other departments to ensure all aspects of each project were compatible and hired new talent as needed to fulfill client needs.

• Answered and directed calls• Prepared and formatted proposals and reports • Developed and updated file system so that the engineers have access to information of projects• Processed expenses reports • Ordered office supplies • Managed incoming and outgoing mail

• Tracked and entered all data of business transactions related to EBT, DEBIT and CREDIT up to $210,000 per day• Deposited all monetary business income in excess of $120,000 daily• Assisted clients with inquiry, complaint and reimbursement claims• Dealt with all aspects of computerized billing process, including invoice data entry and daily report printing• Dealt with bill payments to vendors