Rona Rogers

Legal Assistant/Paralegal/Administrative Assistant/Office Manager

Yorktown Heights, NY 10598

adupft@r.postjobfree.com

(914) 715,9637

Authorized to work in the US for any employer Work Experience

Office Manager/Receptionist

Small CPA Firm - Yonkers, NY January 2020 to Present

• Receptionist; Answer calls, screen and direct to proper person.

• Handle all invoicing using Quickbooks.

• Handle all deposits, including entry into Quickbooks, applying to client accounts, entry into checkbook.

• Handle all accounts payable including verifying accuracy of bills, producing checks and entry into Quickbooks.

• Exporting tax returns for e-filing; printing and collating returns for clients and office files and process electronic filing.

• Monitor supply inventories and place orders when necessary.

• Contact building management when repairs and/or maintenance is required.

• Maintain office equipment in proper working order; arrange for repair and/or maintenance when required.

• Open, sort and distribute incoming mail.

• Process bi-weekly payroll; process payment of payroll taxes (on line) and payments to 401(k) administrator.

• Use secure portal to send and receive tax-related communications.

• Assist managing CPA with numerous tasks, including creating correspondence, printing and scanning, entering data on ProsystemFx for creation of tax returns.

• Handle administrator duties in setting up global settings in tax software.

• Handle download and installation of CCH updates to tax preparation software.

Office Assistant

Small CPA Firm - Westchester County, NY August 2019 to December 2019

This is a part time position in a small CPA firm. Duties include:

Assembly of tax returns; Scanning;

Copying;

Electronic and hard copy filing;

Producing invoices;

Entering invoices into Quickbooks:

Producing monthly statements via Quickbooks; Phone coverage for Receptionist;

Scanning and filing client’s brokerage statements; various miscellaneous administrative duties as directed.

Legal Assistant

Small Law Firm - White Plains, NY February 2019 to August 2019

Temporary position in law firm handling numerous administrative duties relating to medical malpractice suits.

Receptionist/Administrative Legal Assistant

Cermele & Wood LLP - White Plains, NY August 2018 to January 2019

1. Receptionist duties:

Answer phones, greet visitors, accept visitors, responsible for incoming and outgoing mail and parcels, maintain cleanliness of kitchen and reception area.

Administrative duties:

1. Handle all accounts payable and accounts receivable using QuickBooks.

2. Enter items and time periods chargeable to clients in Big Time, proprietary software which is linked to QuickBooks for charging to clients.

3. Scanning, faxing, filing (hard copy and electronic).

4. Maintaining supply inventories (office and kitchen) and placing orders when necessary.

5. Responsible for incoming and outgoing mail and parcels.

6. Research and projects as assigned.

7. Contact building management for maintenance and repairs when necessary.

8. Responsible for maintenance/repair of office equipment.

Legal Assistant/Paralegal

Law Office of Anthony J. Maiocchi, PLLC - Hawthorne, NY August 2017 to February 2018

Debt collection on behalf of clients who are primarily credit unions; Most debts are loan balances and credit card balances. Set up new debtors in Collection Master software and create paper files. Perform internet research including credit report, Lexis Nexis, etc.

If/when debtor calls, try to negotiate a payment plan or settlement to discourage impending legal action (summons & complaint, and eventual judgment) if debt remains unpaid, which can then lead to various methods of enforcement, i.e. hold on bank accounts, income garnishment.

Receptionist duties

Administrative Asst

Express Employment Service - N White Plains, NY January 2017 to April 2017

A part time temporary position at a small CPA firm in Elmsford, NY doing administrative and reception work during the tax season, including scanning and collating returns and preparing for client.

Data entry to update prior years' financial statements, scanning and preparing the statements for clients.

Reception duties- answering phones, screening calls, incoming and outgoing mail. Ordering supplies, filing and shredding.

Administrative Asst

Marks Paneth LLP - Purchase, NY May 2016 to October 2016

Project work re: Non-Resident individual income tax returns for foreign students attending school in the U.S.

Administrative Asst; Payroll Assistant

Prager Metis CPAs, LLC - White Plains, NY March 2013 to May 2016

Handle all administrative tasks for department.

Print, collate and assemble all tax returns and distribute to clients.

Process billing and statements for this office.

All efiling for this office.

Supply inventories and ordering for office; maintenance of all office machines. Scanning and electronic filing of all documents.

Responsible for all outgoing and incoming mail.

Process payrolls for several restaurants and bars

Handle all matters requiring contact with building management.

Corporate Finance Administrator

Contractors Register, Inc - Jefferson Valley, NY February 2007 to August 2012

Responsible for filing and/or payment of multi-state sales/use taxes, licenses, registrations, annual reports

Responsible for timely mailing/payment of all corporate tax returns

Assist with maintenance and renewals of corporate insurance policies; handle incoming and outgoing certificates of insurance

• Assist Controller with Finance Dept. budget

Maintain records of multi-state drivers licenses for all sales personnel

Handle commercial leases for 27 sales offices, also lease renewals and rent payments

Legal Assist./Corp. Paralegal

Blyth, Inc - Greenwich, CT January 1999 to May 2006

Communicated monthly with Bd. of Directors re: any changes in their ownership of company stock (this must be filed on a timely basis with the SEC and NYSE)

Maintenance and upkeep of corporate trademark report and renewal calendar; corresponded with outside counsel re: international marks

Assisted Assistant General Counsel with preparation of 10-K, Annual Report and Proxy Statement Handled processing of all stock option exercises

Dealt with Transfer Agent on a regular basis to confirm share repurchases and no. of outstanding shares

Education

Regents Diploma in Math and Science

Bronx High School of Science - Bronx, NY

Notary in NY State

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