• Redesign the accounting department by segregating duties across its members and adding role definition.• Train and oversee new hires and conduct cross-training exercises for all staff with accounting duties.• Monthly audits and production of financial statements for the 5 entities affiliated with my employer. • Improve accounting processes by automation and utilization of digital tools.• Periodic revisions and updates to department’s SOPs. • Head of tax committee, leading project management.• Oversee daily operations of department, including Accounts Payable, deposits, transfers of cash, bank reconciliations and many others.

• Process weekly AP with over 100 checks a week, coordinating approvals and signatures by multiple payers. • Create and maintain a Cash Flow model per client to proactively make payments or assist with their cash needs.• Daily coordination of wires and other cash requests between the client, Charles Schwab as the custodian, and the recipient, practicing due diligence to prevent fraud. • Bookkeeping for over 100 clients• Coordinate over 100 federal and state tax payments for clients on a quarterly basis.• Conduct research on tax and accounting matters to support the Accounting Director and all staff. • Aid the legal and Trust Administration department with reports, financial statements, and distributions to beneficiaries.• Redesign and implement the chart of accounts used for 130 clients.

• Assist CPA with the preparation of tax returns for individuals, Trust & Estates, partnerships, and large corporations• Investigate tax issues and provide solutions to CPA• Run Accounts Payable process on a weekly basis for various payers• Process bimonthly Payroll and monthly Sales Tax• Lead the migration from paper to electronic records

• Daily coordination of Accounts Payable, cash transfers including coordination of wires transfers.• Conduct research on tax and accounting matters to support the CPA and all staff. • Aid the legal and Trust Administration department with reports, financial statements, and distributions to beneficiaries.

• Assist CPA in the preparation of Financial Statements for personal and different business entity tax returns• Analyze accounting records for over 150 small businesses• Calculate and submit monthly and quarterly reports related to payroll and sales tax.• Supervise all office operations, delegating responsibilities, training, and overseeing new hires and ensuring efficient office performance.

• Execute clerical office duties, including answering phones, scheduling appointments, assisting clients, and overseeing daily operations. • Data entry of activity for businesses and self-employed individuals in varying industries. • Assist with opening of new companies, including the registration of the name and credentials with the state an IRS, setting up payroll and sales tax.• Draft translations of legal documents including Birth Certificates, Marriage Licenses, and Divorces Decrees.

• Execute clerical office duties, including answering emails and phone calls. • Oversee daily operations.