AMELIA MORA
Provo,UT
Summary
Results-driven experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
26
26
years of professional experience
1
1
Certification
Work History
Administrative Legal and Tax Manager
AALL INSURANCE GROUP
04.2013 - Current
- Oversaw 8 offices and 18 employees in tax department
- Prepared and reviewed federal and state income tax returns of over 2500 returns per year in accordance with applicable tax laws.
- Researched and analyzed tax developments and applications to specific business situations.
- Created yearly tax trainings for income tax preparers in US.
- Assisted in managing audits of federal and state income tax and state and local filings.
- Complied with established internal controls and policies.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Developed strategic plans for day-to-day operations.
- Analyzed business processes to identify cost savings and operational efficiencies.
- Established and checked procedures, monitored reports and updated internal files.
- Improved overall immigration documents streamlining control processes and reporting structures.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Hired, evaluated and negotiated contract terms for tax team
- Translated and certified documents.
Legal Assistant
Law Offices Of Richardson & Richardson
02.2010 - 04.2013
- Organized documents to manage paper and electronic filing systems of over 200 clients.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Prepared and drafted correspondence and legal forms to maintain smooth communications.
- Managed accounts and client records of clients, observing confidentiality, and extreme discretion.
- Handled office scheduling and made notes for deadlines, motions, and other important dates.
- Worked alongside attorneys and fellow legal assistants on complex cases and legal processes.
- Scheduled appointments, court appearances, and depositions for busy law firm.
- Completed electronic filings, initiated billing statements, and managed firm administrative matters.
- Prepared and managed attorney travel itineraries to optimize scheduling.
- Communicated pertinent information to clients via phone, email, and mail..
- Revised and finalized letters, briefs, and memos.
- Interviewed and translated for clients to obtain information relevant to cases.
Office Manager
Mora Trim LLC
10.2006 - 02.2010
- Maintained computer and physical filing systems.
- Created, maintained and updated scheduling for 10 construction crews and 20 builders
- Updated reports, managed accounts, and generated reports for company database.
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
Case Manager
Affiliates Of Scott E Richardson, P.C.
06.1997 - 09.2004
- Developed and implemented comprehensive case management plans to address client needs and goals.
- Coordinated services with other agencies, community-based organizations, and healthcare professionals to provide useful benefits to clients.
- Assisted clients in navigating legal services and public benefits to gain access to valuable resources.
- Monitored clients' progress and tracked client services to provide crisis interventions.
- Oversaw case load of 120-160 personal injury law files.
Skills
- Typing and 10-Key Entry
- Strategic and Financial Planning
- Internal Controls and Reporting Systems
- Excellent Team Leadership
- Detailed Documentation
- Build Customer Relationships
Certification
Arizona Certified Legal Document Preparer
IRS Acceptance Agent
IRS Electronic Filing Identification Number
Preparer Tax Identification Number
Languages
Spanish
Native or Bilingual
Timeline
Administrative Legal and Tax Manager
AALL INSURANCE GROUP
04.2013 - Current
Legal Assistant
Law Offices Of Richardson & Richardson
02.2010 - 04.2013
Office Manager
Mora Trim LLC
10.2006 - 02.2010
Case Manager
Affiliates Of Scott E Richardson, P.C.
06.1997 - 09.2004
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