Occupation:Bookkeeper |
Location:Staten Island, NY |
Education Level:High School/GED |
Will Relocate:YES |
Description
Executive Administrator / Tax Processing Specialist / Bookkeeper, Gettry Marcus CPA P.C. 1/16-7/17 Certified public accountant firm with 110 employees at 2 locations. Merged with MLGW LLP. Fully managed different aspects of tax returns processing E-filing and updating XCM database in the NYC office. Fully responsible for billing clients and report production for all Partners online deposit and credit card processing application to clients' accounts and reports to CFO of firm. Account Manager for Family Office client. Continuously entrusted with a series of increasingly responsible tasks. Upon merger immediately established continuous improvement procedures and implemented operational streamlining to increase productivity and efficiency. * Consistently met all deadlines and productivity goals while maintaining a stress-free environment. * Facilitated improved accuracy on critical reports by updating and organizing the ProSystem fx Practice Management and XCM databases. Improvements allowed for a clear picture on the volume of returns to be processed prior to deadlines. Continued