Secretary to the General Manager at H&A Taxes (2021-01 – Present)
- Completed and filed returns with tax departments at local, state and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Delivered comprehensive tax documentation required for accurate individual and corporate returns.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Prepared US, multistate and international tax returns for business clients.
Secretary to the General Manager at California Lawfirm (2019-03 – 2020-11)
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Transcribed phone messages and relayed to appropriate personnel.
- Handled scheduling for executive's calendar and prepared meeting agenda and materials.
- Organized and updated schedules for executives.
- Produced accurate office files, updated spreadsheets and crafted presentations to support executives and boost team productivity.
- Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
- Promoted team productivity by keeping supplies organized and well-stocked.
- Updated executives on changing business needs by thoroughly documenting internal and client meetings.
- Orchestrated successful conferences and associated travel for speakers and attendees.
- Investigated topics and produced concise summaries use.
- Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
Night Auditor at Holiday Inn Suites (2018-09 – 2019-02)
- Completed night audit for guest ledgers to close bank and cash registers, reconciling issues quickly and marking discrepancies.
- Kept accounts in balance and ran daily reports to verify totals.
- Responded to guest needs quickly and efficiently, noting changes in reservations or special needs for day crew.
- Looked over pending check-ins and payment processes to complete closing procedures.
- Oversaw night auditing of daily room occupancy and hotel revenue.
- Investigated auditing discrepancies by reconciling cash drop and credit card transactions.
- Handled all duties and tasks for night manager and concierge during busy periods to maintain front desk efficiency.
- Handled tasks and responsibilities for front office employees during periods of understaffing.
- Called guests requiring wake-up calls within two minutes of scheduled call, constantly maintaining positive and welcoming.
