Real Estate Office

Joseph A. Rodriguez

*** ***** ******, *******, *** York 10703

Tel: 914-***-**** Email: **.***************@*****.***

EDUCATION

Westchester Community College, Paralegal Studies, 2012

Registered Tax Return Preparer (RTRP), Internal Revenue Service, 2012

EXPERIENCE

January 2013 – Present

Senior Tax Associate, J. Squared Services, Yonkers, New York (Part-Time)

• Prepare Federal and State Individual Income Tax Returns.

• Conduct internal audits/quality check returns in order to assure compliance with the IRS Code.

• Maintain client files.

Litigation Paralegal, Law Office of Allison M. Furman, P.C., New York, New York August 2010-Present

• Serve as paralegal to sole practitioner in busy litigation practice.

• Handle heavy case load and assist with all aspects of litigation lifecycle from inceptions through appeal.

• Draft legal documents including pleadings, interrogatories, discovery, responses, memorandum of law, affidavits, orders,

leases, rent demands, notices of petition and petition, warrant requests, affidavits of service, contracts and correspondence.

• Schedule hearing, depositions and court conferences.

• Responsible for filing of all legal documents throughout the five boroughs and Westchester County.

• Draft worksheets, statements and invoices using Timeslips during the monthly billing cycle.

• Preparing and recording of Deeds, UCC-1, RTRP, TP-584 using ACRIS and Westchester County PREP System.

• Maintain expert binder and library references.

• Extensive research using Westlaw, Lexis and internet.

December 2008 – July 2010

Real Estate Paralegal, Law Office of Joseph A. Marra, Yonkers, New York

• Managed Payroll, Attorney Calendars, Court Appearances, Employee Time-Off.

• Maintained Supply Inventory and delegated office duties.

• Handled all Residential and Commercial files with respect to Contracts, Lease Agreements, and Title Reports.

• Managed firms multiple rental property payments and expenses through Timeslips and various Excel Spreadsheets.

• Handled filing of all ACRIS and Westchester Prep forms as well as all legal documents throughout Westchester County.

May 2006 – December 2008

Legal Assistant, Law Office of Joseph A. Marra, Yonkers, New York

• Prepared all correspondence and drafted legal documents regarding Estate Planning, Real Estate, and General Litigation as

well as filing legal documents at appropriate courts.

• Responsible for depositing of all cash and checks into the Attorney Iola Account & Business Account.

• Maintained Retainer Agreements, Retainer Balances, Confidentiality Agreements and additional forms upon need.

• Demonstrated attention to detail by creating and maintaining a File Catalogue and Filing System for both current & closed

files.

January 2008 – December 2012

Seasonal Tax Associate, Tax Pro Concepts, Yonkers, New York

• Established impeccable customer relations techniques.

• Demonstrated adaptability to high pressure environment with strict time restraints.

• Prepared Federal and State Individual Income Tax Returns.

MEMBERSHIP

National Association of Tax Preparers (NATP), 2013

American Bar Association, 2013

Academy of Finance – Yonkers Chapter, 2007

SKILLS

• Proficient in Microsoft Office, Word Perfect, iWorks, Adobe, Timeslips Software, Westchester County PREP System,

ACRIS, Q&A Software, Drafting Library, HotDocs, Drake Accounting Software and mailroom procedu res.

• Ability to converse in Spanish.

• Detail Orientated.

Contact this candidate