Senior Administrative Assistant
Resume:
JENNIFER HURLEY
McKinney, TX 75070
***********@*****.***
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