ADRIENNE RODRIGUEZ
Far Rockaway,NY
Summary
With over 30 years of experience in administrative support and client service, I have strong organizational skills, attention to detail, and proficiency in Microsoft Office, QuickBooks, and UltraTax. As a certified Notary Public, I am dedicated to professionalism and trustworthiness. Throughout my career, I’ve demonstrated an exceptional ability to adapt to technological advances and evolving regulatory requirements. My experience spans from manual record keeping to high-tech digital processes, making me a versatile and valuable team member. I’ve developed expertise in customer service, legal documentation, insurance, and tax preparation, always committed to professionalism, detail, and continuous learning.
Overview
1
1
Language
1
1
Certification
33
33
years of professional experience
Work History
Administrative Assistant / Tax Preparer / Office Manager
SIDNEY KAHAN
01.1994 - Current
- 1994-2000: Began my career answering phones, managing appointment schedules, and transferring calls. Gained foundational knowledge of office operations using paper-based documents, filing, and manual record keeping. Developed initial customer service skills by assisting clients in person and via phone.
- 2000-2005: Transitioned to digital record keeping with the advent of personal computers. Learned to operate early versions of Microsoft Word and Excel for document creation, data entry, and record management. Supported clients with basic tax documentation and learned about financial records.
- 2005-2010: Embraced the burgeoning internet era, using online systems for document sharing and filing. Gained proficiency with email communication, online client portals, and began using QuickBooks for bookkeeping. Expanded knowledge in insurance matters, including car, and legal insurance documentation.
- 2010-2015: Integrated advanced tax software, primarily UltraTax, for preparing and electronically filing individual and small business tax returns. Developed skills in digital document management, electronic signatures, and secure online client communication. Continued to deepen understanding of insurance and legal documentation to assist clients comprehensively.
- 2015-2020: Optimized office workflow with digital tools, including scanning, cloud storage, and online appointment management. Managed sensitive financial data with high accuracy and confidentiality. Maintained ongoing education on tax law changes and financial topics. Provided troubleshooting support for clients facing complex or serious tax issues, helping them understand their filings and resolve problems effectively.
- 2020-Present: During the COVID-19 pandemic, assumed the role of Office Manager, overseeing remote work arrangements, virtual consultations, and electronic document exchanges to ensure smooth operations. Became known for leadership, organization, and digital agility during challenging times. Maintained active certification as a Notary Public, offering notarization services for clients.
Education
High School Diploma -
Far Rockaway
Far Rockaway, NY06.1986
Skills
Strong organization and time management supported smooth workflow and on-time task completion
Clear customer service and communication strengthened client interactions and daily support
Proficiency in Microsoft Office, including Word, Excel, PowerPoint, and Outlook, supported accurate administrative work
Fast, accurate typing at 75 wpm improved document processing efficiency
Experience with QuickBooks and tax preparation software, including TurboTax and UltraTax, supported dependable financial and tax-related work
Notary public services added trusted document verification support
Adaptability and quick learning supported fast transition into new tasks and processes
Attention to detail and accuracy helped maintain reliable work quality
Confidentiality and professionalism supported secure handling of sensitive information
Certification
NOTARY PUBLIC, 2015, the New York State Department of State (DOS)
Languages
Spanish
Native or Bilingual
Timeline
Administrative Assistant / Tax Preparer / Office Manager
SIDNEY KAHAN
01.1994 - Current
High School Diploma -
Far Rockaway