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Santa Rosa, CA
... Responsible for consulting on plan issues, plan amendments, termination, plan administration, preparation of annual reports with all related tax forms for 401(k), Money Purchase, and Profit Sharing plans. SENIOR PENSION ADMINISTRATOR WESPAC, 2001 ...
- 2019 Mar 25
Healdsburg, CA
... Produced financial reports incorporating state-issued bonds, tax credits and financing and did comprehensive market research in Minnesota-Wisconsin area. Developed key information determining company’s purchase and acquisition of properties worth ...
- 2018 Oct 05
Novato, CA
... •Helped with tax and regulatory reporting. Furniture Sales Associates, Moscow, Russia January 2009 - September 2015 Project Accountant •Reviewed project budgets and funding sources for projects. •Monitored project budgets against actual revenue and ...
- 2018 Jun 23
Santa Rosa, CA
... Assist with filing, printing and tax packet preparation. • Organize meetings and conference calls. • Provide training and back-up support to Administrative team members. Provide back-up reception when needed. • Routinely handle sensitive ...
- 2018 Apr 28
Petaluma, CA
... EXPERIENCE Volunteer Income Tax Assistance Program (VITA) Santa Rosa, California Income Tax Preparer (Volunteer) January 2018 to April 2018 Went through a structured training and certification program. Using TaxSlayer software to assist low-to ...
- 2018 Feb 16
Santa Rosa, CA
... COMPUTER SKILLS AND ACCOUNTING SOFTWARE: Skills include: Creative Solution Software, JD Edwards, Meditech, Allscripts/EPSi, AMS, VinNow, QuickBooks, Vintegrate 360, Microsoft Dynamics Navision, Peachtree, Advanced Excel, Word, Outlook, Lacerte Tax ...
- 2018 Jan 30
Novato, CA
... 2009-2010 Tax Professional Entered data from tax forms into tax preparation software accurately and efficiently while communicating with clients. Managed appointments and front desk customer service in person and over the phone. Business Cents, San ...
- 2017 Oct 25
Petaluma, CA
... • Data entry and administrative duties Stephens and Brugato CPA Assistant, January 2015 - April 2015 • Reception duties • Managed and sorted tax returns • Extensive filing work Health Plan of San Mateo Mailroom assistant, November 2014 - December ...
- 2017 Oct 02
Saint Helena, CA, 94574
... Mapped data elements as identified by the tax solution requirements into SAP and analyzed gaps. Cephalon, West Chester, PA, SAP Implementation, December 2006 to July 2007- SAP MM WM Consultant. Worked in the Inventory and Warehouse Management area. ...
- 2017 Aug 16
Santa Rosa, CA
707-***-**** phone ac015w@r.postjobfree.com Erica Opdyke ****-**** ******* ******* ******* Park, CA Loan Processor Pipeline of 30-40 loans Analyze Credit, Tax Returns, Bank Statements, Appraisals, Title Reports and Purchase Contracts Run DU or LP ...
- 2017 Jun 28