tax administrative manager resume example with 4+ years of experience
Jessica
Claire
resumesample@example.com
(555) 432-1000,
, , 100 Montgomery St. 10th Floor
:
Professional Summary
Executive Assistant skilled at offering high-level administrative support to senior-level staff. Expert in travel management, expense tracking and schedule coordination. Expertly assists executive team using exceptional communication and organizational skills. Driven problem solver handles multiple tasks and projects simultaneously.
Skills
Account Reconciliation
Database Administration
Strategic Planning
Workflow Planning
Process Improvement
Project Management
Staff Management
Critical Thinking
Travel Coordination
Meeting Coordination
CRM Software
Calendar Management
Education
Columbia CollegeColumbia, MOExpected in 12/2012 ā āBachelor of Arts:Psychology - GPA:
Work History
Computershare Inc - TAX ADMINISTRATIVE MANAGER El Segundo, CA, 11/2021 - Current
Prepare tax administrative training materials and schedules for newly acquired SSF office administrative staff
Review all new Promapp processes and oversee the Promapp working meetings
Work collaboratively with the automation department to create a Statement of Work automation for the administrative dept
Initiate over 400 tax projects, monitor progress to close out, perform quality assurance, and e-file all returns
Manage monthly check in meetings with Executive Assistantās
Assist client service department with project management and deadline cleanup.
Managed time efficiently in order to complete all tasks within deadlines.
Proven ability to learn quickly and adapt to new situations.
Demonstrated creativity and resourcefulness through the development of innovative solutions.
Exercised leadership capabilities by successfully motivating and inspiring others.
Used advanced software to prepare documents, reports, and presentations.
Managed complex calendar scheduling with focus on proper allocation of executive availability.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
Organized and coordinated conferences and monthly meetings.
Documented and distributed meeting notes to identify, analyze, and improve workflows.
Processed travel expenses and reimbursements for executive team and senior management group.
Facilitated training and onboarding for incoming office staff.
Supported business and hospitality needs of corporate partners and staff during meetings and company events.
Handled confidential and sensitive information with discretion and tact.
City Of Denver - TAX ADMINISTRATOR Library, PA, 07/2021 - 10/2021
Preparation of weekly agenda for tax meetings and note any action items and disburse to teams
Manage and maintain executive schedule and complete monthly expense reconciliation via Expensify
Compile and produce specialized monthly reports, such as
Forecasting Reports, AR Aging Reports, and Billing Worksheets to maintain efficiency in billing and invoicing
Champion the tax integration of Salesforce and trained all 5 team members
Provide weekly tax due date lists to all Partners/Principals in order to monitor workflow and target date accuracy
Initiate over 245 tax projects, monitor progress to close out, perform quality assurance, and e-file all returns.
Responded to taxpayer questions and helped individuals complete and file tax documentation
Worked effectively in fast-paced environments
Learned and adapted quickly to new technology and software applications
Sensiba San Filippo, LLP - EXECUTIVE ASSISTANT City, STATE, 10/2018 - 06/2021
Answer phone calls and direct calls to appropriate parties or take messages
Greet visitors and determine whether they should be given access to specific individuals
Preparation and analysis of incoming memos, submissions, and weekly reports to determine their significance and plan their distribution
Open, sort, and distribute incoming correspondence, including faxes and email
File and retrieve corporate documents, records, and reports
Coordinate domestic and international travel arrangements for 3 executives
Prepare agendas and make arrangements, such as coordinating catering for luncheons, committee meetings, and all-hands events
Collaborate and direct office services, such as records, IT,
Marketing, departmental finances, budget preparation, personnel issues, and housekeeping, to aid executives
Manage and maintain 3 executives' schedules and complete monthly expense reconciliation via SAP Concur
Compile and produce specialized monthly reports, such as
Forecasting Reports, AR Aging Reports, and Billing Worksheets to maintain efficiency in billing and invoicing
Input and update content into CRM and sync all information into
Project Management
Supervise and train other clerical staff and arrange for employee training by scheduling training or organizing training material
Coordinate onboarding for all new employees
Attend meetings and facilitate note taking, while recording action items
Utilize TaxCaddy and BOX to provide client with secure portal delivery options of tax documents
Alert all teams when tax documents are ready for preparation
Provide weekly tax due date lists to all Partners/Principals in order to monitor workflow and target date accuracy
Initiate over 400 tax projects, monitor progress to close out, perform quality assurance, and e-file all returns
Assemble paper and electronic tax returns and deliver to clients via Fedex or secure electronic delivery methods, such as BOX,
SafeSend or Mimecast
Create over 800 Statements of Work each year and deliver via
DocuSign to client for signature
Schedule up to 30 Zoom meetings/In Person meetings per week.
Supported business and hospitality needs of corporate partners and staff during meetings and company events
Facilitated training and onboarding for incoming office staff
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