• Dynamic Leader who offers a background in Administrative Operations, Executive-Level Support, Financial Operations, Invoicing, Tax Preparation, Inventory Control, Supplies Ordering, and Vendor Relations; contributes talents in Correspondence Drafting, Data / Records Management, Workxxxxxxow Prioritization, Client Services, Client Relationship Management, and Records Management; and exhibits an ability to see the big picture at all times.
• Top Performer who can make decisions to rexxxxxxect positively on operations in alignment with vision, value, and goals.
• Excellent Communicator who builds and sustains synergistic relationships with C-level executives, legal professionals, public- / private-sector officials, business stakeholders, vendors, regulatory agencies, and clients.
• Ambitious Self-Starter who excels in both autonomous and collaborative environments to achieve objectives.

  Utilized broad scope of industry knowledge toward directing wide-ranging administrative operations initiatives, including assisting professionals in organizing and processing corporate, partnership, and individual tax returns for high-net-worth clients, as well as tracking tax returns through e-file submission and acceptance.

  Proactively participated in tax return preparation processes by scanning all source documents into autoxxxxxxow.

  Expertly scheduled high-volume business appointments for Managing Partner.

  Exhibited experience in completing and submitting large-scale database sheets for billing teams.

  Ensured seamless operational processes by managing inventory and ordering office supplies as required.

  Strategically steered fast-paced administrative operations, including handling high-volume document management (e.g. generating reports, printing invoices, scanning client documents, emailing correspondence), as well as courteously greeting clients within an office environment and key reception area.

         Demonstrated sharp analytical abilities toward assembling tax returns for electronic processing, along with printing, assembling, and mailing individual client engagement letters, organizers, instructions, and attachments; recording receipt of engagement letters; and following up on any missing letters prior to tax return preparation.

  Expertly generated monthly reports to check status of tax returns.

  Personally handled new prospect meetings and provided promotional materials.

  Emailed corporate client engagement letters, including Agreement for Tax Services and Statements of Work.

*2012-2013 Olesiewicz & DeAquino, P.A. ￨ Alpern Rosenthal (M. Cohen & Associates Merger in 2013)

  Played a vital role in assembling individual, corporate, payroll, and sales tax returns and filing extensions on time, along with proofreading and editing client and IRS correspondence for partners to meet federal objectives.

  Contributed experience in creating invoices using Practice Solutions; updating accounts receivable reports; typing, bounding, and distributing financial statements; and performing data entry of timesheets in Timeslips.

  Led records management for off-site file storage, including cataloguing files and handling annual destruction.

         Efficiently collected rental payments, proactively responded to tenant phone calls, paid invoices and property taxes, and communicated with partners regarding commercial rental property initiatives.

  Built long-term vendor relationships to successfully maintain office equipment.

  Optimized administrative efficiency by maintaining and updating a client file room.

  Cost-effectively handled supplies ordering, and allocated expenses between companies.

Bachelor of Science (Dean s List Honors) Xxxxxx International University

Associate of Applied Science (Summa Cum Laude, Honors Graduate) Nassau Community College

Microsoft Word / Excel / Outlook ￨ Timeslips ￨ FileCabinet CS ￨ Peoplesoft ￨ Practice Solutions

ProSystem fx Tax ￨ ProSystem fx Engagement ￨ Doc.It ￨ GoSystem Tax ￨ GoFileRoom ￨ UltraTax

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Hiring Agent Name

Company Name

Address

City/State/Zip Code

Dear__________________:

I am seeking a challenging [ Insert Job Title ] role, and am submitting my resume for your review.

I am excited to build a rewarding career with your company, and can offer cross-functional experience in Administrative Operations, Executive-Level Support, Financial Operations, Invoicing, Tax Preparation, Inventory Control, Supplies Ordering, and Vendor Relations. I am also well-versed in Correspondence Drafting, Data / Records Management, Workxxxxxxow Prioritization, Client Services, Client Relationship Management, and Records Management.

To complement my background, please note that I attained a Bachelor of Science degree (Dean s List Honors) degree from Xxxxxx International University and an Associate of Applied Science degree (Summa Cum Laude, Honors Graduate) from Nassau Community College.

Recently, as an Administrative Assistant for Boca Raton-based Gerson, Preston, Robinson & Company, P.A., I expertly directed wide-ranging administrative operations initiatives, including assisting professionals in organizing and processing corporate, partnership, and individual tax returns for high-net-worth clients, as well as tracking tax returns through e-file submission and acceptance. Within this role, I also proactively participated in tax return preparation processes by scanning all source documents into autoxxxxxxow.

A sampling of my achievements included:

  Expertly scheduling high-volume business appointments for Managing Partner.

  Exhibiting experience in completing and submitting large-scale database sheets for billing teams.

  Ensuring seamless operational processes by managing inventory and ordering office supplies as required.

[ Suggestion! Address Here Any Skills / Qualifications / Achievements Relevant to the Job Posting ]. As this is just a portion of my job history, please kindly refer to my enclosed resume for additional experience.

I look forward to hearing from you, and thank you in advance for your careful consideration.

Sincerely,

Yyyyyy x. yyyyyy