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Administrative Assistant Tax Preparer

Location:
Central Business District, PA, 15219
Posted:
December 05, 2022

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Resume:

**** ********* ******, **********, ** ***** 412-***-**** adtvqz@r.postjobfree.com

Rebecca J. Sciulli

Objective

To obtain a permanent position with an established company where my talents are utilized. Experience

11/19 to present – The McQuillan Group – Pittsburgh, PA Administrative Assistant

Receptionist duties including answering and transferring incoming calls; meet and greet all visitors and clients. Handle all incoming and outgoing mail; calendar management, preparation of firm correspondence, processing tax returns, logging in and tracking all tax returns, managing conference room and common areas. Download and upload documents to and from a Sharefile portal. Fulfill all partner/client requests with requested documents. Order all office supplies. 6/17 to 11/19 – Allegheny County, John J. Kane Regional Center – Glen Hazel, PA Payroll Clerk

Preparation of bi-weekly payroll for the Ross Township location of John J. Kane Regional Center. Verify employee logs for overtime and time off. Enter exceptions using Kronos software program. Use JD Edwards software program to print employee paystubs. Use Intellicost software program to check employee schedules. Finalize payroll by approving each individual record of approximately 325 employees. Print and distribute weekly logs to the center. Collect Form W-4’s and any change of address forms and submit to the Controller’s office. Answer any employee questions regarding their pay. Work at the Ross Township location on pay day to distribute pay checks. 12/15 to 5/17 – Woodland Hills School District – North Braddock, PA Payroll Coordinator

Preparation of payroll on a semi-monthly basis using ProSoft software. Verify employee timesheets and absence records, pay all substitute staff and extra duty earnings. Prepare all PSERS retirement reports. Prepare reports for submission for wage garnishments, tax shelter annuities, union dues, credit unions, bankruptcies, and child support. Reconcile payroll on a quarterly basis; filing all required tax forms with the federal, state and local governments. Prepare end of the year W-2’s. Assist various departments with reports.

Set up all new hires in the payroll system. Meet with the Personnel department weekly to gather all employee information that requires a salary calculation for staff out on leave or family medical. Track substitute time. Update employee payroll deductions. Interact with every employee in the district and various unions and staff.

Submit weekly sign in sheets to all district buildings. Prepare documents for unemployment and verify employee wages for various agencies. Work closely with the Business Manager on all aspects of Payroll and various issues.

1/14 to 7/15 – Emmett A. Pais, CPA, PC – White Oak, PA Bookkeeper/Tax Preparer

Bookkeeping duties for several business clients. Prepared bank reconciliations, payroll, sales tax, business privilege tax, financial statements, and all bookkeeping duties using Quickbooks. Submit employer federal and state withholding tax on-line. Prepared quarterly payroll reports and year end W-2’s and 1099’s.

Met with individual tax clients to gather tax information. Prepared personal income tax returns using ProSeries. Met with clients to present their final tax return. Collected fees (credit card payments or check) for services.

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Rebecca J. Sciulli

Page 2

12/03 to 1/14 – Diane S. Samuels, CPA & Stephen A. Katz, CPA – Pittsburgh, PA Administrative Assistant/Tax Preparer

Assistant to two Certified Public Accountants in preparing personal, corporate, partnership, and payroll tax returns. Prepared bi-weekly payroll. Prepared personal income tax returns. Print and assemble returns. Used ProSystem FX, Timeslips, Quickbooks and Microsoft products.

Prepared client financial statements, proposals, correspondence, reports and client billing. Used Microsoft products.

Maintain calendars and make appointments. Order supplies and prepare client mailings. General errands and banking. 2/11 to 11/11 – Popa & Associates, CPA’s – Bethel Park, PA Administrative Assistant

Assistant to a Certified Public Accountant in preparing personal income tax returns. Met with clients to gather tax information and to present final income tax returns. Print and assemble returns. Prepared client invoices and processed client payments. Used Lacerte, Timeslips and Microsoft products.

Prepared Fidelity IRA applications and transfer of asset forms.

Scanned work papers and maintained files.

Assist with general office duties in regards to preparing financial statements and client audits. Assembled financial statements. 2/97 to 2/01 – James Lange & Associates – Pittsburgh, PA Administrative Assistant/Bookkeeper

Assist accountants in entering client tax information to create personal income tax returns. Assemble returns.

Prepared client financial statements, proposals, correspondence, reports and client billing.

Assist owner at client seminars throughout the Pittsburgh area.

Bookkeeping duties for law practice and accounting practice. Accounts payable, receivable and client billing.

Maintain calendars and make client appointments. Follow-up with client inquiries. Answer incoming calls. 6/89 to 6/96 – KPMG Peat Marwick, LLP – Pittsburgh, PA Secretary/Area Site Coordinator – Audit Department & Management Consulting Department

Secretary to two Partners and five management personnel. Prepare correspondence, reports, proposals, and client billing.

Maintain Partners’ schedules. Used Microsoft Office products.

Coordinate necessary paperwork for reporting purposes to our regional office.

Back up receptionist when needed.

Education

1988 Community College of Allegheny County

1986 Taylor Allderdice High School



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