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, NY06.2005
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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