Office Manager Tax Consultant
Resume:
Diane DeVolder
Panama City Beach, FL 32407
***************@*****.***
Work Experience
**/** – 7/25 Office Manager / Tax Consultant Assistant American River Tax Consultants, Citrus Heights, CA
• Process all tax returns for customers/clients for review and approval, 1099’s, W-4’s.
• Plan and schedule appointments, answer all inbound calls via multi line phone system, route and prioritize calls to Consultants as needed. Manage all emails and customer communication.
• Process and develop filing system, perform all clerical and administrative functions for (3) Tax Consultants
• Manage all bookkeeping duties, including AR/AP, bank & credit reconciliations, process weekly, bi-weekly & monthly payroll for 70+ clients.
• Maintain and control all client and new hire data in HR & Accounting databases. 8/06 – 6/17 Relocation Consultant
Cartus Relocation, Folsom, CA.
• Initiates all relocation authorizations submitted by Cartus clients and reviews client's benefit package per client policy.
• Relocation authorizations for renters, lump sum, expense files, marketing only, destination only or marketing and destination, interns/temporary assignees or candidates.
• Manages an average caseload of 100 - 125 files having a variety of services authorized by the client.
• Contacts the relocating employee to review policy for services authorized.
• Performs "needs assessment" for each relocating employee to assist in rental search, pre-marketing, temporary housing or home purchase assistance.
• Independently interviews and assigns real estate agents to work with home sellers and home buyers who are relocating.
• Coordinates the transferring employee's rental search with a Cartus preferred supplier and/or broker in the geographical areas needed.
• Prepares estimated budgets on each relocating employee if implemented in client service agreement.
• Makes travel arrangements for relocating employee or directs Relocation Assistant to arrange (client directed).
• Orders or directs Relocation Assistant to order "cost of living analysis" (client directed).
• Directs Relocation Assistant on initial packet that may include: Renter policy, introduction letter, expense reports, repayment agreement letter, mortgage flyer, tax information form and/or tax book.
• Follows up with suppliers assigned for updates on rental search, home purchase and household goods move.
• Manages and completes "are we done yet?" reports, entering survey request date and move complete dates for
• Assures data integrity by entering appropriate data into system and understands ramifications to other departments if data is missing.
SKILLS
Skilled in the following software applications:
• MS Word
• MS Outlook
• Excel, Scanner, Fax
• Quickbooks
• Red Tail, Chaos
• Sage 50/Sage 100
• Timberscan
• Paycor
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