Margaret L. Wong
Madison, NJ 973-***-****
Confident Administrative Assistant with Human Resource Experience
Master Tax Advisor Certified Human Resource Management (Anticipated 11/18) Cross-Functional Expertise
Self-assured Administrative Assistant with peripheral Human Resource experience delivering administrative support and financial oversite. Possesses extensive cross-functional experience providing memorable customer experiences, business development, event analysis, time management, strong interpersonal skills, program participation, excellent communication skills, and compliance. Demonstrates an energetic leadership style that is consultative, approachable, and supportive. Confident and competent strategist capable of developing innovative plans and activities designed to facilitate company growth.
Strategic Planning & Analysis
Payroll & Benefits
Balances Multiple Priorities
Human Resource Assistant
MICHAEL MAZZUCCO & ASSOCIATES CPA, In Association with H&R Block, Chatham, NJ 2015 – Present
Master Tax Advisor, Enrolled Agent 3/2017, qualified to represent tax clients before the IRS.
Specialized in comprehensive and oftentimes complex personal tax returns, Schedule D, small business, rentals, foreign income and exclusion, non-resident, gift tax returns, and a few corporate returns.
Ensured compliant and accurate returns, consistently stayed ahead of tax law changes, provided consultative and meaningful responses to client concerns, and provided tax planning to ensure a financially stable future.
Represented clients in state or federal audit notices and was committed to providing value added tax planning assistance that was accomplished by researching and staying on top of tax law changes to address client tax issues.
H&R BLOCK, Chatham & Morristown, NJ 1/2011 – 4/2014
Tax Advisor/Client Service Professional
Tax Advisor, Specializing in Personal Tax Returns, 2012 - 2014
Achieved a 75% prior client retention rate through exceptional customer service, delivering accurate and compliant tax returns, quickly addressing client concerns, and providing advice on financial solvency.
Prepared over 1000 personal income tax returns that included complicated returns needing Schedule D, small business and rentals, foreign income, non-resident, gift tax returns, and basic partnership returns.
Client Service Professional, 2011
Performed extensive administrative duties that included fielding calls, monitoring supplies, tracking equipment maintenance needs, scheduling, processing payments, and welcoming clients upon arrival for appointments.
Acknowledged as an efficient, meticulous, highly organized individual leveraging time management and unwavering professionalism in a fast-paced heavily trafficked office environment.
HOME CARE PROVIDER, Madison, NJ 1998 – 2010
INFOCUS EMPLOYEE SERVICES, INC., Parsippany, NJ 1996 – 1998
Streamlined and introduced process improvements that enhanced productivity for Human Resources and Payroll through designed reports and implemented Tesseract updates and fixes department systems.
SALOMON BROTHERS, INC., Rutherford, NJ 1995 – 1996
Coordinated the installation of the Tesseract 94’ release that included the payroll tax and software alerts as well as developed Cobol/DB2 applications for Benefits and General Ledger.
Managed all aspects of planning, timeline scheduling, and supervision of the final testing.
PRUDENTIAL SECURITIES, INC., New York City, NY 1992 – 1995
Executed the comprehensive install of the Tesseract tax, payroll, and benefits alerts while simultaneously developing COBOL applications for the Bonus System.
Performed the payroll, benefits, and compensation year-end processing as well as created specialized HR reports ensuring payroll systems were operating as designed.
Balanced multiple priorities successfully including mentoring entry-level programmers sharing tips and expertise to quicken the learning curve process thereby improving overall team performance.
MULTIPLE COMMUNITY ORGANIZATIONS, NJ 1998 – Present
Class Parent, Madison High School, facilitating fundraising activities for the Class of 2019.
Chairperson (four years), Madison Music and Arts, Fruit Sale Fundraiser, designed posters using Adobe Photoshop.
Gala Fundraising Committee, Madison Education Foundation, raised $45K annually.
Enrichment Programs Coordinator, Kings Road Elementary School, grades K-6.
Gala Fundraising Committee, Rainbow Montessori School, Education Program, raised over $20K.
EDUCATION & CREDENTIALS
Bachelor of Science in Architecture, University of the Philippines
Certification in Human Resource Management, Villanova University, (Anticipated 11/2018)
Certification in COBOL Computer Programming, CHUBB Institute
Microsoft Suite (Word, PowerPoint, Excel), Adobe Photoshop