Administrative Assistant
CurrentManaged the assembly and tracking of 1099s, W2s, tax returns, engagement letters, and other tax-related documents, ensuring timely client communication and compliance - Led the organization of client portals, ensuring proper document management and secure upload/download processes - Played a key role in implementing the Soraban system, facilitating a smooth transition to secure document uploads for staff and clients - Acted as the main point of contact for clients and vendors, managing phone coverage, meetings, and visitor coordination - Spearheaded the rebranding process, overseeing social media updates and client-facing materials for a seamless transition - Managed company-wide events as apart of the Social Committee, organizing everything from casual happy hours to formal Christmas parties - Took on a team lead role, mentoring staff, coordinating tasks, and ensuring deadlines are met - Organized busy season lunches, managing logistics, orders, and deliveries to support the team - Led administrative initiatives as head of the Administrative Committee, including organizing quarterly meetings across locations to streamline communication and workflow - Coordinated office supplies, kitchen inventory, and ordering processes, ensuring both the Milwaukee and Hartland offices were fully stocked and well-prepared for peak seasons - Actively participate in the Growth and Profitability Subcommittee as well as the Recruiting Committee to support business development and enhance company visibility.