Administrative Support Specialist with Tax Experience

Darlene Jo Ann Vigil

951-***-**** *********@*****.*** Winchester, CA 92596

WWW: Bold Profile

SUMMARY

Administrative support specialist with experience in managing high-priority tasks, administrative coordination, and office management. Strengths include strong communication skills, problem- solving ability and knowledge of multiple software platforms. Demonstrated ability to create efficient systems leading to improved overall productivity. SKILLS

Customer service

Microsoft Office proficient

85 WPM

Excellent written and communication skills

QuickBooks

MLS

Tax Software, Lacerte, and CCH

DMS

Microsoft Teams

Data entry

EXPERIENCE

Administrative Assistant/Tax Preparer, K. Mckee & Compamy, September 2022-April 2024 Data Entry.

Collected tax information from clients.

Entered tax information for individual and corporate returns. Onboarded accounting and tax clients.

Prepared correspondence to the IRS and FTB on notices. Organized and maintained filing systems for electronic documents, ensuring the accuracy and confidentiality of records.

Managed database systems containing customer contact information. E-filed tax returns.

Administrative Assistant, HFG CPAs, January 2019-September 2022 Lake Elsinore, CA

Answered and directed incoming calls using multi-line telephone system. Prepared reports, letters, and government correspondence. Accounts receivable, invoicing, and collections.

Coordinated tax return paperwork and reviewed it with clients. Entered data into spreadsheets using Microsoft Excel or other similar programs. IT support – set up VoIP phones.

Developed and maintained filing systems for confidential documents and records. Provided administrative support to the executive team, including scheduling meetings and managing calendars.

Administrative Assistant / Office Manager, Copeland, Miranda & Benner CPAs, January 2014-December 2018

Temecula, CA

Handled incoming calls and directed callers to appropriate department or employee. Billing, accounts receivable, and collections.

Perform check deposits and credit card payments.

Prepare/write reports, engagement letters, and business correspondence. Responsible for keeping an organized calendar of appointments and events of managing partners.

Information management, filing systems, and general clerical duties. Transaction Coordinator, Century 21 E-N Realty, January 2008-July 2013 Diamond Bar, CA

Efficiently monitored and maintained escrow files while meeting deadlines. Communicated transaction between the seller, buyer, escrow agents, and various third parties.

Reviewed and ensured all transaction documents are complete, signed, and filed. Entered listings in the MLS.

Trained new agents in the escrow process.

Transaction Coordinator, Re/max Masters, February 2004-August 2007 West Covina, CA

Coordinated appointments for the agent to show marketed properties. Managed the advertising of properties for web and print media. Scheduled inspections and appraisals as needed during the transaction process. Monitored transaction timelines and deadlines, ensuring all necessary paperwork is completed on time.

Contact this candidate