Summary
Overview
Work History
Education
Skills
Timeline
Generic

Diana Gurgova

Queens,NY

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

12
12
years of professional experience
5
5
years of post-secondary education

Work History

Tax Coordinator

Macias Gini & O’Connell LLP
01.2023 - Current
  • Manage and create workflows in GoFileRoom and XCM.
  • Responded to taxpayer questions and helped individuals complete and file tax documentation.
  • Verified completeness of provided details when processing Tax Return.
  • Monitoring daily activities.
  • processed Engagement Letters.
  • Processed organizers.

Tax Administrator

Nussbaum, Berg, Klein & Wolpow, CPAs
01.2015 - 12.2022
  • Created clients in Practice CS. Ran AR reports for Partners.
  • Created workflows in GofileRoom and setup workflows.
  • Rolled over taskes in GofileRoom and kept track of open and close tasks.
  • Rolled over returns in Tax software.
  • Processed Tax returns and delivered to clients.
  • E-filed returns in EFS.


Receptionist

Want & Ender CPA
02.2011 - 12.2014
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Confirmed appointments, communicated with clients and updated client records.
  • Answered central telephone system and directed calls accordingly.
  • Corresponded with clients through email, telephone or postal mail.
  • Sorted, received and distributed mail correspondence between departments and personnel.

Education

Bachelor of Arts - Biology

York College of The City University of New York
Jamaica, NY
08.2005 - 05.2010

High School Diploma -

Richmond Hill High School
Richmond Hill, NY
06.2005

Skills

  • Microsoft Excel
  • Microsoft Word
  • GoFileRoom
  • XCM
  • PracticeCS
  • Expense Reports
  • Client Satisfaction
  • Client Correspondence
  • Records Filing
  • Administrative Support
  • Electronic Filing System
  • Office Operations
  • Special Projects
  • Tax Return Filing
  • CCH Access
  • QuickBooks
  • Office Organization
  • Document Sorting
  • Digital Filing
  • Customer Relationships

Timeline

Tax Coordinator

Macias Gini & O’Connell LLP
01.2023 - Current

Tax Administrator

Nussbaum, Berg, Klein & Wolpow, CPAs
01.2015 - 12.2022

Receptionist

Want & Ender CPA
02.2011 - 12.2014

Bachelor of Arts - Biology

York College of The City University of New York
08.2005 - 05.2010

High School Diploma -

Richmond Hill High School

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Diana Gurgova