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Versatile executive assistant/administrator, bookkeeper, tax preparer, trainer and event planner.
Excellent listening, verbal communication and interpersonal skills to build relationships with stakeholders.
Solid time management, attention to detail and organizational skills, including prioritizing tasks.
Proficient with Microsoft Outlook; Word; and Excel; Adobe Acrobat; QuickBooks; Intuit EasyAcct; Drake Tax Software and Document Manager; and Log Me In Rescue, and familiar with Microsoft PowerPoint, Access and Publisher.
Laird s Tax Service Jan. 1997-Present
Executive Assistant to the CEO
Receptionist and Processor
Support the CEO with successful operation of three year-round locations and seven more seasonal sites:
Team Training: Coordinate annual employee training across 10 offices for Annual Filing Season Program certification and continuing education credits; handle annual employee training seminar, including employee handouts and leading discussions of new tax software updates.
Additional Event Planning: Setup all 10 offices for tax season each year; organize and layout annual mailing for tax season; verify all tax preparers have preparer tax identification number (PTIN); and oversee annual credit card PCI compliance.
Taxes: Help prepare quarterly and annual tax returns for Laird s, Anderson Accounting and Anderson Enterprises; prepare and file state sales tax returns and Commercial Activity Tax returns.
Correspondence: Assist with correspondence to the Internal Revenue Service and other tax agencies.
Bookkeeping: Administer payroll and process accounts payable and accounts receivable; also perform bank reconciliations and bank deposits.
IT: Setup, install and maintain software programs, as well as backups and updates; resolve problems with operating system, network or software.
Notary Public, State of Ohio; since 2004 and expires Nov. 2019
Program Office Administration, Clark State Community College; graduated June 2001
Program Financial Management, Franklin University; four classes remaining
National Tax Training School and Gleim Enrolled Agent Review Course; expected to complete early 2018
Completed Drake Software Update School Training, 2013, 2014, 2015 and 2017
Completed OSSEA Tax Update Training, Jan. 2016 and 2017
Completed IRS Nationwide Tax Forum Training; Fall 2016
Completed American Tax Professional Group Training; 2013-2016
Completed annual bank training for bank products, Refund Advantage
Security Clearance Training
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