Diane Fischer
Pittsburgh,PA
Summary
At PricewaterhouseCoopers Expatriate Tax, I spearheaded process optimizations, enhancing operational efficiency and accuracy, leading to significant client satisfaction improvements. My adeptness in tax software, coupled with exceptional mentoring and team leadership, drove project successes and fostered professional growth within teams. Achievements include notable client commendations and contributions to profitability through strategic planning and client engagement. During my 42 year career, I was hired as a secretary, and was promoted numerous times until I was promoted to senior associate. I prepared and reviewed many tax returns, standard, as well as complex, including depreciation, foreign tax credits, foreign earned income exclusions, etc. I am familiar with the U.S. tax law, all credits, deductions and adjustments available to taxpayers.
Overview
42
42
years of professional experience
Work History
Tax Senior Associate
PricewaterhouseCoopers Expatriate Tax
11.1980 - 11.2022
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Trained and supported new team members, maintaining culture of collaboration.
- Collaborated with cross-functional teams to drive successful completion of complex projects within deadlines.
- Mentored junior associates, fostering professional growth and helping them reach their full potential.
- Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
- Developed and implemented strategies to increase customer satisfaction and engagement.
- Completed daily logs for management review.
- Increased profitability and productivity by minimizing downtime and streamlining quality control procedures.
- Increased customer service success rates by quickly resolving issues.
- Proofread and edited documents for accuracy and grammar.
- Streamlined office operations by effectively monitoring and addressing client correspondence and data communications.
- Trained and supervised employees on office policies and procedures.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
- Performed wide-ranging administrative, financial and service-related functions.
- Managed data and correspondence to secure information across complex landscapes of organizational departments.
- Drafted common document templates to reduce time spent creating documents from scratch.
- Planned and coordinated logistics and materials for board meetings, committee meetings, and staff events.
- Opened and properly distributed incoming mail to promote quicker response to client inquiries.
Education
Robert Morris University
Coraopolis, PAHigh School Diploma -
Swissvale High School
Swissvale, PA05.1976
Skills
- Training and mentoring - Trained and mentored new employees and interns hired for tax season
- Performance monitoring - Monitored proformance of new employees, interns and full time associate and administrative assistants assigned to my team Preparing evaluations for my team, new hires and interns Providing recommendations for hiring of interns and providing team with budgets for work that needed to be completed
- Team Leadership - Team Leader on major PwC clients
- Project Management Manage budgets and preparation of invoices and billing descriptions for clients assigned to me
- Proficient in several tax return software used by PwC, Excel, and Microsoft Word in addition to PwC software for billing and budgeting Familiar with the IRS website and Treaties and Social Security agreements with other countries
- Team Supervision - Team Supervisor on clients assigned to me and project coordination as well as scheduling employees for certain tasks relating to the project and providing budgets
- Customer Service & Client Engagement- Exception reviews from my clients during yearly proformance meetings at client locations resulting in promotions, raises, and bonuses Excellent client communication and client interaction
- Responding to email communications and telephone meetings to discussion tax return questions and review of tax equalization calculations Keeping managers and partners informed daily of any issues and resolutions
- Work Planning and Prioritization and process improvements for budgets Daily time entry with descriptions of work performed for billing purposes
Gardening, Vacationing and Crafting
I love to travel and recently returned from a two week cruise to Alaska. I also love to garden and have a nice garden around my house that I keep up daily during the spring, summer and fall. During the winter months I enjoy making flower arrangements, wreaths, cemetery arrangements, and other items. I also enjoy going to bingo with my friends and taking long weekend excursions and enjoying time with my husband. I retired from PwC after 42 years of service and I enjoy preparing and reviewing tax returns. My PTIN has expired, however, I can reapply if needed.
Timeline
Tax Senior Associate
PricewaterhouseCoopers Expatriate Tax
11.1980 - 11.2022
Robert Morris University
High School Diploma -
Swissvale High School
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