

Administered the Estate of Bruce Philip Teacher, coordinating the property sale, managing financial accounts, and distributing funds to beneficiaries. Maintained detailed financial records and communicated with attorneys and accountants to obtain and finalize estate and state tax returns, beneficiary Schedules K-1, and Form 568 for the LLC. Prioritized accuracy in accountings, supporting documentation, and financial reporting. Obtained and maintained the estate administrator bond throughout the administration process.
● Co-managed the daily administrative and financial operations of a company overseeing a commercial rental property.
● Maintained organized financial records, invoices, accounting documentation, and monthly financial statements.
● Tracked owner withdrawals and maintained accurate records of distributions to co-owners.
● Coordinated with the accountant to gather financial records and supporting documentation for tax-return preparation.
● Helped maintain the LLC’s California tax compliance by ensuring that Form 568, Limited Liability Company Return of Income, was filed and that the LLC’s required annual fees were paid.
● Maintained records of California Franchise Tax Board filings, annual LLC fee payments, tax correspondence, and related documentation.
● Reviewed commercial leases and worked with attorneys and co-owners to evaluate, negotiate, and finalize lease terms.
● Managed business email correspondence and followed up on property, financial, legal, and tax matters.
● Communicated with co-owners regarding property operations, financial activity, lease decisions, and compliance requirements.
● Assisted with documentation and coordination related to the sale of the LLC, completed in May 2025.
Communication with legal and accounting professionals
Confidential information handling
Deadline management
Attention to detail and numerical accuracy
Tax document organization
Beneficiary distribution calculations
Bank account management
Income and expense tracking
Financial document review
Financial recordkeeping
Estate accounting
Beneficiary Schedule K-1 preparation