Dynamic Office Manager with 13 years of experience in supporting day-to-day operational functions to provide smooth-running business. Highly dependable, ethical and reliable support specialist and leader in blending advanced organizational, technical and business acumen. Dependable in assisting various office staff and customers with eagerness and attentiveness.
Adept in Technology
Verbal & Written Communication English/Spanish
Able to demonstrate high degree of integrity and confidentiality.
Strong organizational skills.
Professional degree of communication
Ability to work well under pressure, adapt to unexpected events, prioritize and multi-task in a deadline driven environment.
Prioritize time-sensitive tasks.
Excellent judgment, independent thinker and resourceful.
Strong proficiency in MS Word, Excel, Publisher PowerPoint Outlook, DrakeTaxSoftware, Quickbooks
Professionalism, diplomacy and discretion
Office management expertise
Public relations understanding
Texas Certified Notary Public
Tax preparation Individual/Business Experience
Knowledgeable of current tax laws and requirements for taxpayers/tax preparers
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Advise on financial matters.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Verify accuracy of records.
Calculate form preparation fees according to return complexity and processing time required.
Answer questions and provide future tax planning to clients.
Develop financial plans for clients.
Correspond with customers to answer questions or resolve complaints.
Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Examine financial records.
Explain federal and state tax laws to individuals and companies.
Explain regulations, policies, or procedures.
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