Tracey Richter Email & Phone Number

Annapolis, Maryland, United States

Annapolis, Maryland, United States

- Served as primary point of contact for tax planning and preparation for individuals and small businesses.- Prepared various federal and state tax returns for individuals, trusts, entities, and non-profit organizations for clients using Ultratax CS software. Assisted with all areas of tax compliance during the year for these returns including quarterly tax estimates, payments, resident and non-resident filing, amended returns, property tax returns, and quarterly tax projections.- Assisted clients with Quickbooks bookkeeping needs including account setup-up, monthly account reconciliations, financial statement reports, adjusting entries, and year-end book-to-tax reconciliations.

Bethesda, Md

- Prepared periodic and year end financial statements on a Great Plains accounting system using tax basis accounting (cash/accrual basis) for individuals, entities, and foundations. Performed various analysis in conjunction with the entity’s financial statements. - Prepared various federal and state tax returns for individuals, trusts, entities, and foundations using Profx software. Assisted with all areas of tax compliance during the year for these returns including quarterly tax estimates, payments, resident and non-resident filing, amended returns, property tax returns, quarterly tax projections and annual reports. - Maintained general ledgers for entities and private foundations. Prepared and input all cash and non- cash journal entries for all entities.- Managed cash in Wealth Management accounts daily by reviewing balances and activity, transferred cash to maintain predetermined balances, researched any discrepancies, served as a liaison to the banks, and prepared a daily cash activity report. Prepared wire transfers for individuals and entities as requested.

Bethesda, Md

- Full ownership of unlocking phones and processes, including collection and notification, organization and tracking, and submission and verification. - Supported order processing for all offsite orders including accuracy verification.- Created and received all transfer orders to ensure movement of inventory between warehouses for repair and distribution.- Supported order management team and prepared inventory reports as needed.

San Diego, Ca

- Designed and developed automated process, using Access database, for valuing inventory based on receipts and sales; and updating average cost.- Assisted with transition to Oracle platform, quickly learned the intricacies of the modules assigned and provided assistance to other team members. - Reworked existing Access database to generate cash receipt forecasts based on analysis of payment terms, average days outstanding for specific customers and payables including planned receipt of goods purchases.- Maintained and reconciled Access databases with Oracle software to ensure products were tested and the correct cost was allocated for planning purposes. - Submitted month end accruals and daily bank reconciliations. - Performed all duties with a focus on data integrity and attention to detail. - Performed all accounts payable functions including receiving and entering all invoices, weekly check runs, sending wires, and maintaining vendor files. - Received and processed customer orders within Oracle.- Responsible for tracking all advanced shipment notices and invoices sent and received by customers using eCommerce Gateway within Oracle. - Assisted with annual audits including pulling supporting documentation for General Ledger accounts, product costing, and fixed assets accounts. - Functioned as office coordinator by ordering supplies, assisting with meeting preparations, and overall office maintenance.

San Diego, Ca

- Answered phone calls, processed mail, responded to constituent requests and inquiries, andundertook various research projects and general community outreach.

- Special projects for the CIO/CFO including compensation analysis, audit of travel vouchers, and assisting with the budget process. - General office duties such as filing and data entry.

- Researched current events and political campaigns.- Compiled databases for the Field team to use to contact potential speakers and hosts for future outreach events.- Attended and took notes on Committee Hearings on the Hill and reported to the Communications and Policy teams.- Performed general clerical duties such as copying, sending faxes, and answering phones.

- Answered approximately thirty phone calls an hour on the White House comment line and recorded constituent comments.- Processed forty letters an hour at the Office of Student Correspondence using data entry software which contributed to the letters of students being responded to by the President.