Assistant Software
Resume:
Jennifer Smart
************.**@*****.***
Work Experience
Admin Assistant
Alan H. Levi - Dallas, TX
November 2017 to Present
• Process and scan in all client's tax returns
Individual, S-Corporations, Corporations, Partnerships, Texas Franchises, Trust, Gift, Benefit Plans, Etc.
Quarterly Report
Extensions
• Run software reports to ensure all returns are filed on time.
• Monthly Billings and Accounts Receivable through Practice Management Software System:
Create all monthly billings/invoicing
Enter Accounts Receivable
Daily bank deposits
Process reminder statement
• Communicate with clients both face-to-face and over the phone, ensure client messages are communicated to the appropriate personnel and following up with clients, as needed
• File and organize file room
• Manage incoming and outgoing company mailings, Certified, and UPS Head of Internal Services
Wathen, Deshong & Juncker LLP - Beaumont, TX
December 2014 to November 2017
• Process all clients tax returns
Individual, S-Corporations, Corporations, Partnerships, Texas Franchises, Trust, Gift, Benefit Plans, Etc.
Quarterly Report
Extensions
• Ensure all tax returns are filed on time
Electronically filed through Lacerte software
Checking status to reassure acceptance
Running reports in XCM software to keep up with due dates
• Process Financial Statements
Edit, format, link, print, and bind
Submit Financial Statements to the Federal Clearing House
Edit and mail Audit Letters (Bank Confirmations, Engagement Letters, and Fraud Questionnaires)
• Communicate with clients both face-to-face and over the phone, ensure client messages are communicated to the appropriate personnel and following up with clients, as needed
• Manage incoming and outgoing company mailings, Certified, LSO, UPS and FedEx
• Schedule client appointments for partners utilizing Outlook
• Billing and Account Payable
Process all monthly billings
Close out end of the month
Enter Accounts Receivable into Practice CS software system
Daily bank deposits
Process reminder statements
Make monthly collection calls
• Place supply order and run errands
• Print material and order lunch as needed for all CPE's scheduled Office Admin
Beaumont, TX
July 2013 to December 2014
• Communicated with clients and suppliers both face-to-face and over phone, directing as needed to appropriate personnel
• Scanning, recording and filing of invoices
• Scheduled and coordinated with city inspectors to ensure new homes are timely inspected within specified schedule
• Scheduled and coordinated with utility personnel to ensure water, gas and electricity is timely turned on according to schedule
• Scheduled and coordinated with contractors work requests for new homes
• Conducted on-site visits to new home construction sites to verify work requested has been completed
• Worked with new homeowners to ensure construction issues were addressed and problems were resolved
• Scanned and uploaded client tax records and maintained confidential client information
• Input payroll utilizing Company software
Office Assistant
Windham Manufacturing Co. Inc - Dallas, TX
August 2012 to July 2013
• Processed hundreds of invoices received weekly from suppliers, matching supporting documentation and recording into Company system for payment
• Worked with Company Controller to ensure proper authorization of payments
• Assisted with the maintenance of all accounts payable files in accordance with retention guidelines
• Entered data for 50+ employees into Company software daily to assist in payroll processing and job costing
• Assisted with filing, scanning, and record retention for jobs, personnel files etc.
• Received many calls a day between the 5 phone lines, determining nature of business, and directing callers to proper destination
• Face-to-face communication with customers, suppliers and employees
• Assisted the Owner, Controller and General Manager on a daily basis with various office requests
• Ensured adequate office supplies were available
Assistant Volleyball Coach
Dallas Summit Volleyball Club - Dallas, TX
November 2011 to May 2013
• Assisted Head Coach in practices and games
• Lead practices and warm-ups during Head Coach absence
• Motivated and disciplined girls ages 15-18
• Maintained stats during tournaments and help apply stats in practices to improve team performance
• Assisted in refereeing of matches during tournaments Daycare Assistant
Summer Day Camp Staff - Garland, TX
May 2012 to August 2012
Provided a safe, caring and enriched environment for school age children participating in the summer club program activities
Newborn Baby Photographer
Dallas Summit Volleyball Club - Dallas, TX
November 2011 to May 2012
* Photographed newborn babies and organized and presented photos to parents and family members
* Independently communicated and coordinated schedules and appointments with parents and hospital staff daily
* Gathered customer information and checked for accuracy
* Collected payments and timely submission of product orders for processing Education
Associates
Brookhaven College - Farmers Branch, TX
2010
High School Diploma
Hill College - Hillsboro, TX
2007 to 2009
South Garland High School - Garland, TX
2007
Skills
OUTLOOK, ACROBAT, ADOBE ACROBAT, EXCEL, MICROSOFT OFFICE Additional Information
Skills
* Proficient in Microsoft Office Word, Excel, and Outlook applications
* Basic Quickbooks and Quicken software
* Practice CS software
* XCM tax software
* Lacerte tax software
* Adobe Acrobat
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