Tax Preparer Resume Example

CEO-

• Maintained CEO's professional and personal appointment calendar.
  Coordinated all travel arrangements, including booking hotel rooms, car rentals and airfare traveling to domestic and international locations.
• Received and screened high volume of internal and external communications.
• Assisted by attending meetings, conferences when needed.
• Organized corporate luncheons, dinners, conferences and special events.
• Wrote reports and correspondence from dictation and handwritten notes.

CFO-

• Created daily/monthly financial reports by collecting and analyzing
  information related to various items such as MCD payments, supply usage, payroll.
• Worked as liason for regional and district employees, processing expense reports, travel.
• Assessed events planning services and related costs.

General Day to Day-

• Assisted HR director with claims processing and withholding orders
  with the Texas Workforce Commission and OAG, respectively.
• Managed reception and lobby area, greeted visitors and responded to requests for information.
• Maintained office inventory, negotiated related contracts for 20+ locations state wide.
• Secured information by completing database backups.
• Updated financial, customer and business records with accurate information regularly, preventing data loss and keeping files current.
• Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
• Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
• Created and maintained spreadsheets and developed administrative and logistical reports.
• Produced professional and error-free letters, presentations and spreadsheets.
• Prepared presentations and proposals.
• Routed agreements, contracts and invoices through signature process.
• Served as central point of contact for all outside vendors.
• Improved productivity initiatives, managing office support tasks and coordinating itinerary and scheduling appointments.

• Acted as gatekeeper for CEO regarding phone calls and unannounced visits
• Performed document creation, editing, printing and binding as books
• Coordinate and executed all events, conferences
• Edited, modified power point presentations for conferences,
  classes
• Processed Packaging and shipping through Fedex and UPS daily
• Created, updated spreadsheets for progress reports and cost analysis
• Managed financial documentations such as expense reports and invoices.
• Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
• Oversaw office inventory and timely reordering of supplies.
• Oversaw contracts, and related negotiations.
• Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
• Oversaw inventory management for office operations and equipment maintenance.
• Evaluated and identified ineffective workflow processes to devise and implement solutions which achieved greater productivity and personnel performance.