Qualification Summary

An Office Administrator with over 19yrs experience successfully meeting diverse operational, administrative, and financial services demands for the firm and its associated clients. An Enrolled Agent (EA) designated to represent taxpayers as a registered tax return preparer by the Internal Revenue Service (IRS). A Notary Public, certified in the state of Arizona. A dedicated professional, extremely organized individual, and analytical problem solver committed to provide quality services and deliverables within established objectives and constraints. A highly flexible and personable employee with excellent communication skills and the ability to effectively meet client needs both independently or as part of a multi-disciplinary team while working on-site or remotely. Demonstrated expertise in the application of skills including; customer engagement, office management, tax preparation, IRS audit processes, accounting, bookkeeping, accounts payable/receivable, financial reporting, payroll, human resources (HR), clerical (e.g., copying, data entry, filing, scanning, scheduling, etc.). Highly proficient with typing, and with various software applications and database systems to include; QuickBooks, Ultra Tax, and Microsoft Office Suite (Excel, Outlook and Word). Looking to relocate to Florida around the Orlando area.

Professional Experience

Raskob Kambourian Financial Advisors, Ltd. Tucson, AZ

Tax/Operations Manager September 2002 – Present

Provided oversight of daily operations, effectively managing administrative tasking, incoming/outgoing firm correspondence, and client account processing according to established standards and procedures.

Performed bank transactions, bookkeeping operations and processing of payment records, invoices, balance sheets, and correspondences. Utilized QuickBooks to organize financial transactions records and assisted with financial reporting.

Reviewed and endorsed documents requiring execution by a Notary Public on behalf of the firm, as required.

Assisted the tax department in the preparation of individual, trust and partnership tax returns using Ultra Tax.

Assisted advisors with input of stock and mutual fund trades.

Managed the client billing cycle, entering payments, preparing past-due notices, and providing oversight for accounts payable, accounts receivable, general ledgers and purchasing to ensure proper reconciliation and balancing of firm financial statements and accounts monthly.

Coordinated with clients and team members to effectively prepare account paperwork, maintain customer database accuracy, and troubleshoot issues with system account information, as required.

Seby Associates Tucson, AZ

Seasonal Tax Preparation February 2022 – April 2023

Assisted the tax department in the preparation of individual tax returns using Ultra Tax.

Convergys Corporation Tucson, AZ

Customer Service Representative October 1994 - May 2002

Provided excellent customer service and proposed solutions to effectively address customer needs.

Managed inbound and outbound calls to respond to inquiries and resolve concerns within established objectives.

Implemented best practices in fostering exceptional customer care support and satisfying customers.

Assisted customers with identified issues and proposed additional solutions to effectively address issues, as applicable.

Education, Certificates, & Professional Affiliations

Enrolled Agent (EA) 02/2021 - Present

National Association of Enrolled Agents (NAEA) Member 03/2021 - Present

National Association of Tax Professionals (NATP) Member 2016 - Present

Notary Public, State of Arizona 2012 - Present

Accounting - Enrolled Agent Certificate (CRTACE) – Pima Community College, Tucson, AZ 2020

High School Diploma – Rincon High School, Tucson, AZ 1991