Debbie Lewis
Summary
Proven achiever with extensive experience at Dembo Jones, adept in document preparation and customer service. Excelled in administrative support, managing tax return assemblies and client relations, ensuring seamless operations. Demonstrated strong work ethic and attention to detail, enhancing office efficiency and client satisfaction.
Overview
28
28
years of professional experience
Work History
Administrative Assistant to Directors - 5
Dembo Jones
10.2016 - 05.2024
- Assembly of Paper Tax Returns - Corporate & Personal.
- Assembly of Electronic Tax Returns - Corporate & Personal.
- Created, assembled and mailed Tax Payer Estimate vouchers - all quarters including addressed envelopes to appropriate tax payment location.
- Rolled forward all Corporate Tax Returns and Individual Tax Returns for all offices.
- Created and mailed Client Organizers for numerous Partners ans also sent electronically.
- Prepared deposits for clients (2) using the BOA App and went in person to the bank.
- Scanned CWP's into Document and notified appropriate person they were ready to be prepared.
- Billing - created invoices for Partners - sent them out electronically and by paper.
- Posted invoices.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
Administrative Assistant
DHG
05.1996 - 10.2016
- Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
- Delivered excellent customer service through prompt responses to client inquiries, addressing concerns effectively, and building strong relationships.
- Ran the month end expenses ie: Postage, Faxes and Long Distance charges for the office bookkeeper to run invoices.
- A/R Prepared the daily deposits - entered client payments to be credited to the correct invoices. Made sure the deposit matched with the A/R total. If I could not find the invoice I would ask the partner in-charge for direction to apply the payment correctly. Went online to our Bank and used a check scanner for making the daily deposits.
- Logged in Organizers - Created a Docket Sheet and logged in the client tax information to the proper client account number.
Education
High School Diploma -
Booker T. Washington
PensacolaSkills
- Strong Work Ethic
- Attention To Details
- File Management
- Document Preparation
- Interpersonal Relations
- Customer Service
- Data Entry
- Computer Skills
- Administrative Support
Additional Information
The programs I have worked with are as follows:
- CCH Axcess Tax
- CCH ProSystems fx Tax
- CCH Axcess - Billing & Posting
- Practice Management
- Document
- SafeSend
- Sharefile
- Go File Room
- Teams
Timeline
Administrative Assistant to Directors - 5
Dembo Jones
10.2016 - 05.2024
Administrative Assistant
DHG
05.1996 - 10.2016
High School Diploma -
Booker T. Washington
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