Allison Lacy
Fort Worth,TX
Summary
Dependable office management professional brings 15+ years of experience in administrative oversight and Customer Service. Self-starter and skilled team leader with history unifying staff under common goals, modeling organizational efficiency and instilling customer service excellence. Specializes in Government, Medical and non profit office environments.
Overview
15
15
years of professional experience
Work History
Office Manager/Tax Preparer Specialist
Tax bonds insurance
Fort Worth, TX
11.2023 - 01.2024
- Developed and implemented office policies and procedures.
- Supervised staff members, organized schedules and delegated tasks.
- Coordinated meetings, conferences, travel arrangements and department activities.
- Maintained filing system for records, correspondence and other documents.
- Ordered supplies and equipment to maintain adequate inventory levels.
- Provided administrative support to management team including preparing reports and presentations.
- Created spreadsheets in Excel to track data such as vacation requests, sick days .
- Answered phone calls, responded to emails, routed mail and coordinated courier services.
- Resolved customer inquiries in a timely manner while maintaining positive relationships with clients.
- Processed payroll accurately ensuring all employees were paid on time.
- Managed front desk operations including greeting visitors, answering questions or directing them to appropriate personnel.
- Tracked invoices and payments to ensure accuracy of accounts receivable and payable information.
- Organized company events including holiday parties, team building activities .
- Ensured compliance with applicable laws regarding employment practices.
- Reviewed contracts for accuracy prior to signing off on behalf of the company.
- Prepared agendas for board meetings along with taking minutes during sessions.
- Provided training to new hires on office policies and procedures.
- Managed office inventory and placed new supply orders.
- Monitored payments due from clients and promptly contacted clients with past due payments.
- Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
- Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
- Administered payroll and maintained proper documentation of employee personnel.
- Reviewed files and records to obtain information and respond to requests.
- Managed, scheduled and coordinated office functions and activities for employees.
- Handled scheduling and managed timely and effective allocation of resources and calendars.
- Used judgment and initiative in handling confidential matters and requests.
- Managed office budget to handle inventory, postage and vendor services.
- Implemented and maintained company protocols to facilitate smooth daily activities.
- Coordinated office activities and operations to secure efficiency and compliance with company policies.
- Elevated customer satisfaction ratings by promptly resolving client and case issues.
- Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
- Remained calm and professional in stressful circumstances and effectively diffused tense situations.
- Resolved customer inquiries and complaints requiring management-level escalation.
- Delegated work to staff, setting priorities and goals.
- Reviewed completed work to verify consistency, quality and conformance.
- Recruited and trained new employees to meet job requirements.
- Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
- Completed thorough opening, closing and shift change functions to maintain operational standards each day.
- Assigned work and monitored performance of project personnel.
- Produced thorough, accurate and timely reports of project activities.
- Reviewed employee performance and provided ongoing feedback and coaching to drive performance improvement.
- Planned and led team meetings to review business results and communicate new and ongoing priorities.
- Evaluated individual and team business performance and identified opportunities for improvement.
- Reviewed, analyzed and interpreted tax documents to determine accuracy of financial information.
- Prepared federal and state income tax returns for individuals and businesses, ensuring compliance with all applicable laws.
- Assisted in resolving client inquiries concerning taxes owed or refunds due.
- Developed strategies to minimize clients' future tax liabilities.
- Provided advice on tax implications of various business decisions.
- Calculated estimated tax payments required by taxpayers.
- Researched complex tax issues using relevant legislation, case law and other authoritative materials.
- Compiled financial data from clients' records to complete accurate returns.
- Identified potential deductions to maximize client refunds or reduce liability amounts.
- Evaluated financial statements and other accounting documents to determine appropriate methods of taxation.
- Organized paperwork and electronic files related to client transactions and activities.
- Maintained up-to-date knowledge of changes in the Federal Tax Code through continuing education courses.
- Advised clients on how best to structure their finances to achieve optimal results under current laws.
- Educated clients about their rights and responsibilities under applicable taxation regulations.
- Prepared amended returns for prior years when necessary.
- Responded promptly to IRS notices regarding discrepancies on filed returns.
- Drafted letters appealing audit findings or requesting extensions for filing deadlines.
- Performed quality control reviews on completed returns prior to submission.
- Coordinated efforts with other departments within the organization such as Accounts Receivable and Payable and Human Resources.
- Advised clients to comply with IRS regulations and meet state and federal tax obligations.
- Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
- Finalized and processed paperwork with local, state and federal government authorities.
- Analyzed information and assessed liabilities and deductions according to relevant tax code.
- Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
- Implemented tax reduction strategies to analyze and minimize tax liabilities.
- Produced minimum of [Number] tax returns weekly to boost firms' filing process.
- Used tax form instructions and tables to complete tax forms.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Calculated form preparation fees according to return complexity and processing time required.
Eligibility Specialist
City Of Fort Worth/Community Action Partners
Fort Worth, TX
02.2009 - 06.2023
- Reviewed applications for eligibility and determined whether applicants met the criteria to receive benefits.
- Maintained comprehensive knowledge of program regulations, policies, and procedures.
- Conducted detailed interviews with applicants to determine their eligibility for assistance programs.
- Analyzed financial information provided by applicants to verify income levels.
- Processed client applications in accordance with established guidelines.
- Assisted clients with completing forms required for processing applications.
- Verified applicant's identity and other relevant documents such as birth certificates or Social Security cards.
- Communicated regularly with clients regarding their application status or changes in policies or procedures that may affect them.
- Provided guidance on how to apply for benefits and answered questions related to the process.
- Prepared detailed reports outlining the reasons why an individual was denied benefits.
- Developed strategies to improve efficiency in the processing of applications and customer service delivery.
- Collaborated with other departments within the organization to ensure accurate processing of applications.
- Ensured compliance with all applicable laws and regulations governing benefit programs.
- Attended regular training sessions to stay up-to-date on new rules and regulations.
- Participated in community events related to social services outreach initiatives.
- Entered client information and files into databases for further review and tracking.
- Performed careful reviews of applicant data to ascertain compliance with eligibility criteria for economic assistance.
- Informed applicants of other agencies providing useful or related assistance.
- Granted, modified, denied, or terminated assistance based on key information and eligibility determination.
- Proofread documents carefully to check accuracy and completeness of all paperwork.
- Maintained positive working relationship with fellow staff and management.
- Conducted outreach programs and promoted new programs to communities and prospective clients.
- Contacted client references and employers to determine legitimacy of applicant information.
- Responded to client inquiries and concerns and escalated complex problems to department supervisors.
- Explained reasons behind application denials and recommended further action.
- Conversed with people from different cultures daily, providing high level of respect and patience with each interaction.
- Coordinated with other departments to promote prompt processing of client applications.
Education
Bachelor of Science - [psychology
University of Phoenix
Tempe, AZ03-2015
Associate of Arts - Business Administration
University of Phoenix
Tempe, AZ02-2011
Associate of Science - Medical Assisting
Remington College
Fort Worth, TX02-2009
Languages
Spanish
Elementary
Timeline
Office Manager/Tax Preparer Specialist
Tax bonds insurance
11.2023 - 01.2024
Eligibility Specialist
City Of Fort Worth/Community Action Partners
02.2009 - 06.2023
Bachelor of Science - [psychology
University of Phoenix
Associate of Arts - Business Administration
University of Phoenix
Associate of Science - Medical Assisting
Remington College