Senior Case Manager/Tax Preparer at Five Star Tax Resolution (2025-10 – Present)
Manage a high-volume caseload of tax resolution clients by preparing and tiling tax returns, ensuring IRS compliance, and maintaining accurate financial and case records
- Manage a caseload of 300+ individuals and business clients, delivering end-to-end tax resolution services while ensuring full IRS compliance and timely filings.
- Prepare and file federal and state tax returns, analyze client financial records, and resolve complex tax issues including back taxes, penalties, and compliance gaps.
- Serve as the primary point of contact between clients and the IRS, responding to notices, negotiating resolutions, and providing clear guidance on tax obligations.
- Maintain accurate bookkeeping, financial documentation, and case records to support audits, payment plans, and regulatory requirements
- Consistently meet strict deadlines in a high=volume environment while delivering accurate, confidential, and client-focused tax resolutions
Assistant to the Tax Manager at Professional Tax Alliance (2024-09 – 2025-10)
Provided comprehensive administrative and tax support to a CPA Tax Manager, assisting with preparation and filing of individual and business tax returns while managing client communications, bookkeeping support, and office operations.
- Assisted with preparation and filing of federal and state tax returns including Forms 1040, 1065, 1120, and 1120-S, ensuring accuracy and compliance with IRS regulations
- Organized, reviewed and maintained confidential client tax documents to support efficient tax preparation and record keeping
- Provided bookkeeping assistance, including data entry and reconciliation, to support accurate financial and tax reporting
- Served as the primary liaison between clients and the CPA Tax Manager by managing phone calls, emails, and client follow-ups
- Managed invoicing and billing process, tracked payments, and coordinated with clients to ensure timely and accurate accounts receivable
Office Administrator at Murphy, Murphy, & Murphy CPAs (2023-12 – 2024-09)
Served as an Office Administrator for a tax firm, overseeing daily administrative and financial operations to support tax professionals and client services.
- Managed firm bank accounts, processed and deposited high volumes of client payments and checks with accuracy and proper documentation
- Oversaw office inventory and supplies, ensuring consistent availability of materials to support uninterrupted operations
- Prepared, organized and mailed completed tax returns and confidential documents to clients in compliance with firm procedures
- Met with clients to assist as a company liaison, explaining tax return documentation, obtaining signatures, and ensuring client understanding
- Compiled and assisted with internal financial reports to support office management and operational decision making
Front Desk Manager/Night Auditor at Marriott International (2022-10 – 2024-06)
Oversaw overnight hotel operations with primary responsibility for financial reconciliation, audit reporting, and end-of-day close procedures while ensuring operational continuity, guest satisfaction, and property security.
- Reconciled daily financial transactions across multiple revenue streams (room revenue, POS systems, cash, credit cards) to ensure accurate end-of-day balances and general ledger integrity.
- Prepared and analyzed nightly financial reports, including revenue summaries, variance reports, and audit packets for management and accounting review.
- Performed end-of-day close and system rollovers, verifying data accuracy and resolving discrepancies within the property management and POS systems.
- Managed cash handling and internal controls, including drawer counts, deposit preparation, and adherence to accounting and audit procedures.
- Coordinated overnight operations, addressing guest issues, security incidents, and operational needs to ensure a smooth financial and operational transition into the next business day.
Office Manager at Fast Fit Body Sculpting (2020-03 – 2022-10)
Managed day-to-day corporate office operations with responsibility for administrative controls, executive coordination, client intake, and performance oversight, contributing to improved organizational efficiency and business growth.
- Oversaw operations at the corporate headquarters, coordinating departmental workflows and monitoring productivity to support overall business performance.
- Acted as a primary liaison between executive leadership and staff, collaborating directly with owners and top management on operational priorities and office standards.
- Implemented front-office procedures and professional protocols, ensuring consistent client experience and efficient internal operations.
- Served as first point of contact for prospective clients, managing intake and follow-ups that contributed to a 30% increase in new client acquisition.
- Handled administrative reporting, scheduling, and documentation, supporting management with organized records and process improvements.
