Donna Boyd
Tax Processor/Administrative Assistant
Seattle,Washington
Summary
Ambitious Tax Production Assistant with a strong foundation in tax processing logistics and supporting the needs of tax staff. Recognized for contributing to smooth production workflow and delivering consistent, time-sensitive results. Known for a collaborative spirit and flexibility, ensuring tasks are completed proficiently. Key skills include organizational and adaptability prowess.
Overview
25
25
years of professional experience
9
9
Certification
Work History
Tax Production Assistant
HKP Advisors
06.2022 - 02.2025
- Consistently met tight deadlines which ensured timely editing, processing, and submission of clients' digital and paper assembly of tax returns.
- Managed a volume of 972 clients' documentation and its storage, demonstrating strong organizational skills and attention to detail.
- Collaborated with production team to facilitate smooth operations, avoiding disruptions and delays.
- Reduced turnaround time significantly to 24 hours or less by streamlining internal processes related to document retrieval, verification, scanning, and indexing.
- Efficiently managed multiple software platforms for accurate processing of client taxes, tracking procedures, and digital filing projects, enhancing overall proficiency.
- Maintained confidentiality of sensitive financial information while processing tax documents.
- Provided clerical and technical support for tax staff and owners regarding tax return processing, eFaxing the IRS, ordering courier service, mailing billing invoices, and handling of owner and manager special requests.
- Accurately entered time and charges to client accounts and prepared monthly client billings for owner/manager approval.
- Enhanced client satisfaction and strengthened relationships by promptly and accurately processing tax returns and tax organizers.
- Promptly responded to taxpayer email questions, assisted individuals to upload tax documentation through ShareFile and TaxCaddy and sign documents via RightSignature.
- Participated in ongoing professional development with Becker courses to stay abreast of industry trends and best practices in Tax Processing services.
- Assisted with administrative duties such as providing phone coverage when needed and maintaining office equipment such as the postage machine, printers, scanners, and copiers.
Student
Online Course
10.2020 - 04.2022
- Revisited renewing a career in real estate by studying for the Washington State exam while unemployed.
Table Games Manager
Northwood Casino
01.2020 - 08.2020
- Entrusted to bring 2years of gaming success and knowledge to improve the Table Games Department.
- Restructured and streamlined table games operations for increased revenue and improved guest experience by spearheading procedure and game play improvements without compromising quality of service or guest experience.
- Dramatically raised employee morale and work environment by fostering a positive work atmosphere through an open dialogue and creating recognition programs conducive to providing excellent guest service.
- Implemented effective staff training programs, classes, and manuals, resulting in higher skilled and knowledgeable employees.
- Successfully reduced department operational costs by 35% through strategic adjustments to existing vendor contracts and generating new vendor relationships and leases.
- Utilized comprehensive knowledge of gaming regulations to ensure all activities adhered to legal and tribal gaming requirements by creating new SOPs to existing internal controls and department procedures.
- Collaborated with department managers to create cohesive relationships and for successful cross-promotional events and company initiatives.
- Regularly reviewed game performance data to identify possible areas of deficiency for optimization.
- Conducted regular comprehensive audits of gaming equipment to maintain integrity and compliance with industry standards.
- Developed strong relationships and an enhanced experience with casino guests, fostering loyalty and repeat business.
Casino Pit Manager
Seminole Casino Coconut Creek
04.2010 - 12.2019
- Optimized casino revenue by effectively managing gaming pit table limits, staffing, and the number of open games during peak gaming hours, to ensure profitable and smooth operations
- Successfully managed multiple pits and pit crews of 30-50 people at a time.
- Held both the company's and guests' best interests in mind through confidentiality and when making in-the-moment decisions.
- Compiled regular bankroll status, wager, and time played data on specific games for operational reporting (win/loss) and player development.
- Conducted regular audits of table games bankroll inventory, ensuring accurate accounting of chips, markers, cash advances, and cash transactions and coordinated paperwork for transfers.
- Played an active role in recruiting new talent, participating in hiring events, conducting interviews, and teaching dealer and supervisor classes.
- Cultivated a positive work culture by fostering open communication and encouraging team collaboration among pit staff members.
- Effectively coordinated staff schedules, table rotations, and breaks.
- Increased guest retention and satisfaction, and encouraged high level game play through personalized interactions with VIP guests, issuing complimentary retail, and promptly attending to special requests.
- Remained current on evolving industry technology and games as well as remaining informed of the latest tricks and techniques used by players to gain unfair advantages during game play.
- Managed proper levels of supply inventory and the auditing and maintenance of casino gaming equipment.
- Provided valuable input and ideas during management meetings to improve overall casino operations based on feedback from both staff members and guests.
- Proactively collaborated with surveillance to ensure casino integrity by monitoring gameplay closely, identifying advantage players, irregularities, and suspicious behavior.
- Promoted a safe gambling environment for guests by fostering a cohesive relationship with security to escort identified guests with disruptive and fraudulent behavior off casino grounds, maintaining a low-key, professional demeanor.
Education
No Degree -
Peninsula College
Port Angeles, WashingtonDiploma -
Sequim High School
Sequim, WashingtonSkills
- Independent Contributor
- Team Collaborator
- Fast Learner
- Positive Attitude
- Meeting Deadlines
- Production Workflow
- Time Management
- Attention to Detail
- Effective Communication Skills
- Email and Telephone Etiquette
- Adaptability
- Flexibility
- Reliability
- Microsoft Office Suite
- CCH Axcess
- SurePrep
- Engagement
- RightSignature
- eFax
- Microsoft Word
- Microsoft Excel
- Clear System
Certification
- Becker Course Certifications
- Connecticut Real Estate Certification
- Esthetician/Skincare Specialist Certification
Accomplishments
2016 Seminole Leadership Award
Recognized for mentoring and management style, the General Manager offered me the opportunity to
participate in the Seminole Leadership Journey Program, thereby receiving and an award.
Timeline
Tax Production Assistant
HKP Advisors
06.2022 - 02.2025
Student
Online Course
10.2020 - 04.2022
Table Games Manager
Northwood Casino
01.2020 - 08.2020
Casino Pit Manager
Seminole Casino Coconut Creek
04.2010 - 12.2019
No Degree -
Peninsula College
Diploma -
Sequim High School
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