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Legal Assistant Personal Injury/Bookkeeper

Location:
Ocala, FL, 34475
Posted:
April 09, 2024

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Resume:

Jessie E. Taylor

**** ** ***** ****, ******, FL *2091…352-***-****…. ad4vsf@r.postjobfree.com

Objective To obtain a position within your company where I can use my financial and legal skills along with the organizational and interpersonal skills in smoothly running your office and dealing with staff and clients.

Experience

Legal Assistant/Paralegal

01/02/2023 – 03/14/2024 Law Office of Thomas McDermott, LLC, Gainesville, FL – Thomas McDermott, Attorney

Maintain Client Files and update as needed

Drafting motions, judgments, and other Court Documents as needed

Setting hearings, depositions, mediation dates

Some bookkeeping and courier duties as needed

Legal Assistant/Paralegal

01/02/2013 – 12/31/2022 Springfield Law PA, Gainesville, FL

Legal Assistant duties in Social Security Disability, Workers’ Compensation, and Personal Injury Law – Emory Springfield, Attorney

Client Intake, Attorney Calendar and Travel Arrangements

Maintain Client Files and update as needed

Drafting motions, judgments, and other Court Documents as needed

Setting hearings, depositions, mediation dates

Liaison with opposing counsel office including interaction with State’s Attorney office and Judges’ Judicial Assistants

Liaison with insurance companies and medical records on all cases

Maintain Trial Book, Depositions, etc. for attorneys as needed

Keep attorney’s calendar, make travel arrangements for attorney

Some bookkeeping duties as needed

Supplies control, order as needed

Maintenance of office equipment as needed

Created and Implemented Computerized files

Electronic Filing in Circuit Courts, District Courts and 11th Circuit Court Legal Assistant

03/2010 – 12/31/2012 Bice Cole Legal Office, Alachua, FL

Legal Assistant duties in Personal Injury Law Defense as well as Plaintiff

– Donna Keim, Attorney

Some Family Law Experience

Client Intake, Attorney Calendar and Travel Arrangements

Maintain Client Files including drafting motions, judgments, and other Court Documents as needed

Liaison with insurance companies and medical records on personal injury cases

Maintain Trial Book, Depositions, etc. for attorneys as needed

Keep attorney’s calendar, make travel arrangements for attorney

Some courier as needed

Bookkeeper

05/26/2008 – 03/31/2010 V.E. Whitehurst & Sons, Inc., Williston, FL

AP/AR – posting and determining payment of invoices

Billing of Materials tickets

Research discrepancies in invoices and in billing

Run reports as needed

Open and sort mail

Answer telephones

Office Manager

04/2007- 05/15/2008 Greensburg Oil LLC, Campbellsville, KY

AP/AR – posting and determining payment of invoices

Payroll- Salary and Hourly payrolls with all monthly and quarterly payroll tax reports

Research discrepancies in invoices and in billing

Purchase Orders issued for purchases

Insurance research for benefits for employees

Research for grants for energy companies

Human Resources-interviewing, recommending personnel for hire

Inventory reconciliation

Manage office staff and maintenance staff

Answer to General Manager

Grants Specialist

02/2006-04/2007 City of Alachua, Alachua, FL

Researched, Applied for and was Awarded several grants for the City of Alachua in the areas of Transportation, Recreation and Housing Rehabilitation.

Staff Support to several Boards and Committees, including the Elder Readiness Committee and the Citizens Advisory Task Force Board

Request for Proposals for Administrative and Planning Consultants for the CDBG and Home Again Programs

Coordinate Contractor Bids and Homeowner Rehabilitation Projects

Maintain financial working files for all grants awarded to the City

Attend City Commission Meetings when Agenda Items are needed. Draft Resolutions for Mayor to sign related to Grant Awards

Attend classes on Affordable Housing, Grant Award classes Building Department Assistant

09/2002-02/2006 City of Alachua, Alachua, FL

Assist Contractors through the Building Permit process to facilitate assured success without undue delay

Maintain and update Contractor licensing file registration

Maintain and update Building Permits, Issue Inspection Work Orders for the Building Official/Building Inspectors

Liaison from the Building Department to Public Services Departments

Set up computerized inspection sheets, reports for department

Monthly and Quarterly City, County and State Reports as needed

Answer telephone calls from Citizens regarding Codes Enforcement Issues

Maintain all Enforcement issue files

Issue Notices of Violations, Compliances, etc as needed.

Attend Codes Enforcement Board Meetings as Secretary to the Board which included keeping the minutes for the meetings Legal Assistant

09/99-09/2002 Moody & Salzman, PA, Gainesville, FL

Legal Assistant duties in Personal Injury Law and Appeals Law-Linda Winchenbach, Attorney

Legal Assistant duties in Construction and Contract Law and Corporate Law – Robert Lash, Attorney

Some Family Law Experience

Client Intake, Attorney Calendar and Travel Arrangements

Maintain Client Files including drafting motions, judgments, and other Court Documents as needed

Liaison with insurance companies and medical records on personal injury cases

Maintain Trial Book, Depositions, etc. for attorneys as needed Owner/Partner

12/96-06/2007 B&T Enterprises, Trenton, FL

Prepare Personal and Business Federal Income Tax Returns, including C-Corporate, S-Corporate and Partnership Returns

Bookkeeping for several small businesses in area, including quarterly payroll tax returns, sales tax returns, alcohol and beverage tax returns,

Help customers set up corporations and limited liability companies and maintain all yearly reports

Bookkeeper/Tax Preparer

09/92-06/96 High Springs Accounting, High Springs, FL

Full Charge Bookkeeping for miscellaneous client accounts

Quarterly Payroll Tax Reports for various clients

Monthly Sales Tax Reports for various clients

Reconcile Bank Statements

Federal and State Tax Returns, Individual and Business Education Everest University, Melbourne, FL

1988-1990

No degree obtained Major was Accounting with Minor in Computer Sciences

Miscellaneous Courses

Microsoft Office (Includes Word, Excel, Access, Powerpoint)

Wordperfect Suite

Quickbooks

Phase I and Phase II Code Enforcement Officer

Grants Courses include FRDAP, SHIP, FDOT Invoice Training

CAN Certification (Expired)

DOT Invoicing

Paralegal – Personal Injury Medical Records

Paralegal – Family Law Financials

Streetsmarts Contractor Accounting Program

Interests Reading, attending auctions, antiques

References References are attached

May 25, 2023

To Whom it May Concern

Re: Jessie E Taylor

I am writing this unqualified letter of recommendation for Mrs. Taylor for any position for which she has applied.

We worked together for 11 years (2012-2022) at my law office. Her duties included paralegal, legal secretary, office manager, bookkeeping including trust accounting, and insured our compliance with state, local and Federal taxes and licensing, and receptionist when needed. She also often time solved our technology/internet issues. This work required extensive word processing, Excel spread sheets, QuickBooks, Adobe, using the Florida Efiling Portal and Outlook for receiving and sending emails to client, opposing counsel, and Judicial Assistants.

My work involved litigation in workers compensation, state criminal and civil cases, appeals in Federal social security proceedings and appeals in both civil and workers F.legal work. She was always early for work and happy to stay late if it was needed. If time off was needed her first concern was how it might affect my work demands and would be scheduled around it.

My practice was a small law office. The clientele was often going through troubling times. They were sometimes impatient and occasionally rude. I was often told by these clients how much they appreciated Mrs. Taylor’s help and kindness. In those eleven years there was not one criticism of her work. Her work here only ended because of my retirement. Feel free to call me if you have any questions.

Sincerely,

F. Emory Springfield, Esq.

F. Emory Springfield, Esq.

June 4, 2023

RE: Letter of Recommendation

It is with pleasure that I write in support of Mrs. Jessie Taylor’s candidacy for employment with your Agency.

As the former Assistant City Manager for the City of Alachua, Florida, I had the opportunity to work with Mrs. Taylor in our Planning & Community Development Department from 2006 through 2007. During this time, she served in two capacities, first as the Building Assistant and second when she was promoted to Grants Specialist. Mrs. Taylor’s key duties as the Building Assistant involved working in the Building Department and Code Enforcement functions. I found Mrs. Taylor to be a meticulous member of our team and very apt at handling a multitude of functions and priorities. She rose to every challenge to which she was tasked with a degree of professionalism and a positive attitude in her interactions with the public.

As a Grants Specialist, Mrs. Taylor managed a myriad of grant awards and associated contractual documents. In this role, she prepared various financial reports and programmatic activities. She has solid writing skills and is versed in various software programs. Furthermore, she clerked on various advisory boards and committees from which she prepared minutes of the proceedings.

It is for all these reasons that I recommend Mrs. Taylor for consideration as a member of your team. I am confident that she can make a positive contribution to your organization. Yours In Service,

Danielle J. Judd

Danielle J. Judd



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