Rachel L. Donahoe

***** ***** ***** *****, **** *07

Ashland, Virginia 23005

804-***-****

adw1rh@r.postjobfree.com

Objectives: To obtain a position that will realize my full potential using my administrative background and invaluable work ethic.

Education: BYU-Idaho, Associates Degree in Social Work Employment Experience:

08/22-Current KWC CPA’s Glen Allen, Virginia

Administrative Assistant

Collecting engagement letters and client tax organizers from clients.

Answering client’s emails and calls.

Keeping client information updating in our files

Order and maintain all supplies for staff and firm.

Send outgoing mail to clients.

Ask client’s for past due receivables.

Keep track and communicate with all vendors.

Recently learning production in KWC which includes printing, saving and sending tax returns to clients.

11/21-07/22 Kimble CPA's (Now KWC CPA's) Richmond, Virginia Practice Support Coordinator and Receptionist as of 5/2022

Prepared and collected engagement letters for audit and tax clients.

Answered client’s emails and calls regarding needing duplicate copies of tax returns.

Set-up and administration of most software used in firm.

Liaison to IT contractors for firm.

Set-up new clients in all software.

Kept records of CPE and CPA related memberships for staff and firm.

E-filed returns and extensions throughout the year.

Ordered and maintained all supplies for staff and firm.

Ran reports for tax staff and firm owner when needed.

Rolled forward all tax returns at year end.

Prepared, organized and sent out client tax organizers.

Answered the phone and received guests for the front desk.

Sent outgoing mail to clients and received incoming mail for firm.

Captured credit card transactions including recurring payments.

Collected past due receivables.

Made bank deposits weekly.

Kept track of all vendors.

09/20-11/21 Harris, Hardy & Johnstone, P.C. Richmond, Virginia Administrative Assistant

Performing administrative and clerical duties.

Serve as a backup for the receptionist and other staff when they are out.

Scanning tax documents and processing tax returns.

Helping with extensions.

Assisting with financial statements.

Communicating with staff and clients.

Filing, scanning and organizing large amounts of paper and electronic documents.

Executing and assisting in any project that comes up. 05/20-09/20 Unemployment Richmond, Virginia

Enrolled in unemployment due to the end of the temporary tax job listed below. 02/20-05/20 22

nd

Century Technologies, Inc. Richmond, Virginia

Temporary Tax Refund Reviewer at Virginia Department of Taxation

Reviewed documents taxpayers sent in to figure out if their refund should be released by guidelines and software given to use.

01/19-02/20 CFO Professionals Richmond, Virginia

Front Office Associate (1/2019-2/2020 both positions)

Answered multi-line phone system and made outbound calls.

Made and confirmed most appointments.

Operated client reception and gave extensive customer service.

Processed incoming mail, outgoing mail and hand delivered tax documents.

Data entry.

Processed checks for all accountants.

Filed, scanned and organized large amounts of electronic documents.

Maintained the breakroom and conference rooms.

Coordinated lunches for employees during tax season.

Scheduled, confirmed and juggled accountants’ appointments.

Ordered office, kitchen and housekeeping supplies.

Updated, printed and bound materials for CPA’s instructional class. Accounting Assistant (7/2019-2/2020 both positions)

Provided support to CPA and accountants.

Processed transactions in QuickBooks for payroll.

Handled communications with clients via phone, email, business portal and in-person.

Printed (paper and digitally) and bound large amounts of tax materials for clients.

Updated and maintained various spreadsheets and software.

Processed payroll for multiple clients using ADP, excel spreadsheets and scanning software.

Set clients up in tax software for CPA to enter tax return information.

Downloaded, renamed, combined and organized documents from business portal, emails and USB drives.

01/17-01/19 Dunbar Armored (Now Brink’s) Richmond, Virginia Administrative Assistant/Office Manager

Answered multi-line phone system.

Provided administrative and clerical support for Branch Manager and employees.

Prepared invoices for payment.

Ordered office, janitorial, kitchen, uniform and building supplies.

Assisted in the hiring process of new employees.

Performed orientation for new employees.

Prepared and processed paperwork for new employees.

Vigilantly made sure DOT physicals, DCJS registrations, Virginia driver’s licenses and training were up to date for all employees.

Kept employees, DOT, DCJS and vendor’s files up to date.

Coordinated and handled sensitive and confidential information. 11/13-12/16 Self-Employed Richmond, Virginia

Nanny

Created a stimulating, nurturing and safe environment.

Assisted with homework and projects.

Scheduled activities and summer camps.

Watched four children ages 7, 10, 11 and 12.

08/12-10/13 Worked for Temporary Agencies Richmond, Virginia Temporary Associate

Made outbound calls.

Performed data entry and database maintenance.

Filed, copied and scanned documents.

Processed incoming and outgoing mail.

01/08-07/12 Virginia Department of Taxation Richmond, Virginia Tax Credit Representative

Accurately screened, directed, researched and answered public inquiries.

Provided administrative and research support by resolving issues for taxpayers, tax professionals, brokers and attorneys regarding tax credits on tax returns.

Researched tax credit inquiries from other departments and resolved them for taxpayers.

Opened and processed mail.

Processed checks for Land Preservation program.

Prepared documents for imaging and organized them in pdf form.

Performed duties such as data entry, e-mailing, copying, filing, binding and faxing.

Worked in two other departments doing clerical work as needed. 09/05-09/07 Virginia Department of Aviation Richmond, Virginia Administrative and Office Specialist II

Accurately screened and directed public inquiries.

Provided administrative support to the Director’s Office and the Communications and Education Division.

Performed duties such as drafting, distributing and proofing documents.

Served as Assistant Conference Coordinator.

Entered, maintained and retrieved data in several databases.

Processed funds for licensing program and annual conference. References: Available upon request.

Software Experience: Microsoft Office products, Sharefile, Right Signature, SafeSend, CCH Axcess Products, ADP, File Cabinet, Google Suite, Workday, Teams, Zoom, Adobe, UltraTax and several scanning softwares.

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