Annapaula Pacheco-Brazil

Highly organized and dependable Administrative Assistant and Secretary with over 7 years of experience supporting a busy tax consulting office. Skilled in client communication, appointment scheduling, email correspondence, document management, bookkeeping, bank reconciliation, office organization, and inventory management. Experienced in handling confidential client information with professionalism and discretion.

Proficient with UltraTax, TaxDome, FileCabinet, Microsoft Excel, and Outlook. Known for being dependable, detail-oriented, resourceful, and effective at solving problems and keeping daily office operations running smoothly.

Administrative Assistant / Secretary - Coastside Tax Consultants - Half Moon Bay, California

(2019-02 - 2026-06)

• Managed daily administrative and front-office operations for a busy tax consulting office.
• Answered incoming telephone calls, took accurate messages, and directed calls to the appropriate staff members.
• Greeted clients professionally and provided friendly, efficient customer service.
• Scheduled and coordinated client appointments while maintaining an organized calendar.
• Responded to client emails, questions, and requests in a timely and professional manner.
• Contacted clients to request missing tax information and documentation and followed up as needed.
• Scanned, uploaded, organized, and maintained electronic client documents and records.
• Maintained organized physical and digital filing systems while handling confidential client information.
• Performed standard bookkeeping duties and assisted with bank reconciliation and financial record keeping.
• Used UltraTax, TaxDome, FileCabinet, Microsoft Excel, and Microsoft Outlook as part of daily office operations.
• Assisted with document management and electronic workflow through TaxDome and FileCabinet.
• Helped identify and resolve administrative and client-related issues, using sound judgment and problem-solving skills.
• Maintained office organization and ensured supplies and equipment were available for daily operations.
• Ordered office supplies, monitored inventory levels, and tracked supply usage to prevent shortages.
• Supported the tax professionals and staff with various administrative tasks throughout the tax season and year-round.
• Maintained a professional, organized, and welcoming office environment.

Accounting Assistant Certificate - Accounting - Half Moon Bay High School (2012)