Resume

Sign in

Senior Administrative Assistant

Location:
McKinney, TX
Posted:
March 28, 2018

Contact this candidate

Resume:

JENNIFER HURLEY

**** ***** **. *** ***

McKinney, TX 75070

361-***-****

ac4ynd@r.postjobfree.com

Highly qualified assistant to accounting professionals with over 10 years of experience in administration along with assisting in tax preparation, review, and filing. Detail-oriented worker with project and office management experience. Praised for the ability to communicate clearly with clients about tax filings and issues.

PROFESSIONAL EXPERIENCE

THE MB GROUP, LLC Plano, TX

Client Relations/Administrative Assistant, August 2010 – June 2017

Communicated with clients on a daily basis

oAssisted clients with collection and organization of required tax documentation

oUpdated client contact information

oResponsible for the initial communication with new clients

oScheduled appointments

oMet with clients about how to obtain tax documentation

oProvided clients with customized tax organizers to support them in the process of gathering tax documentation

oReminded clients of upcoming deadlines and served as the first point-of-contact when clients had questions or concerns

oSupported clients throughout the tax filing process

Managed time-sensitive tax department projects, including project planning, implementation, and evaluation

Assisted in collecting payment for services rendered

Responsible for electronically filing tax returns using ProSystems Fx

oManaged documentation for transmissions and accepted/rejected returns

oReviewed and rectified rejected filings

Drafted and edited official correspondence with Federal & state taxing authorities

Assisted partners and managers to improve client retention and office efficiency

PAM RALEY, CPA Victoria, TX

Office Administrator, November 2008 – July 2010

Supported the efficiency and work-flow of the office by

oAnswering phones, scheduling and following up with appointments

Communicated with clients about tax documentation required to complete their return

Maintained tax information record management

Processed federal, state, payroll, and sales tax return

Assisted in preparing 1040 tax returns

Electronically filed federal returns using Pro Series

oManaged documentation for transmissions and accepted/rejected returns

oReviewed and rectified rejected filings

Calculated payroll hours, processed payroll using QuickBooks and Excel

Calculated, processed, and kept updated status of quarterly reports including 941, TWC, & 940 forms

Handled nonprofit deposits, invoices, and account for expenses on a weekly basis

EDUCATION

UNIVERSITY OF NORTH TEXAS, Denton, TX

Bachelor of Arts in Mathematics May 2007



Contact this candidate