Zach Devries Email & Phone Number

Madison, Wi, Us

Madison, Wisconsin, United States

• Primary support for the Tax Group consisting of 25 + associates including 5 partners & 6 managers.• Processing & proofing of tax returns, financial statements, proposals, engagement letters, & all correspondence to clients & the Internal Revenue Service.• Part of core administrative team that does centralized processing & various adminstrative tasks for entire firm.• Database management including archiving past years files & setting up of new client files.• Designated Lead/Manager for several administrative processes including workflow management & training of new administrative associates.• Designated firm wide administrative trainer for newly acquired offices.• Designated liaison for our office to relay latest computer updates as well as any other important updates related to tax.• Designated representative for our region to help develop a Best Practices model for the administrative role in our firm.• Designated representative for our region at tax seminars & meetings to get latest in tax law & computer programming updates.• Designated Super User for our region in the set up, design, & maintenance of the new database management system for client documents & work process flow in addtion to training new staff.• Created training manual for all administrative functions & job duties.• Back up for other administrative specialists in the office as well as back up for the office manager.• In charge of coordinating/setting up regional tax update meeting consisting of 75+ associates from various regions including hotel reservations for presenters, conference room/audio/visual set up with hotel staff & catering.• In charge of meeting set up including scheduling, conference room/audio/visual set up, & catering.• In charge of processing the offices account payables including reconciliation of the company credit card.• Assisted in the move, organization, & set up of office consisting of 100+ associates in its new location.

Madison, Wisconsin, United States

Associate Director• Aided in the hiring & training of new company members.• In charge of running company rehearsals & setting up rehearsal schedules along with the company's Artistic Director.• Choreographed numerous pieces for the repertoire in addition to being a featured performing member in the company for 20 years.• Performed all administrative functions including:o Grant proposalso Coordination of performance dates with theater venueso Distribution of press releases for upcoming performances with all local media outlets including the adding of performance dates to their online calendarso Mailings for upcoming eventso Selling of advertising space in annual concert programso Creation of annual concert programs• Founding dance instructor & helped to create the standard for teaching dance at the studio.• Helped to build dance studio at its current location & was instrumental in it's set up & organization.• Stage manager for annual student concerts.

Madison, Wisconsin, United States

• Processing & underwriting of all types of residential mortgage loans including FHA, VA, WHEDA & all third party investors.• Desktop Underwriter & Loan Prospector certifications.• Documentation preparation & funding procedures.• Credit report verifications & clean up.• In office liaison for loan officers working in the field.• In office trainer of new associates.• Created training manuals for new loan officers & processors.• General office duties and back up for receptionist.• Helped move office of 10+ associates to new location.