ERIKA METZGER
TAPFIN
St. Augustine,FL
7
years of professional experience
Results-driven administrative professional with a proven track record of providing exceptional support in fast-paced environments. Highly organized and communicative Liaison Officer, adept at coordinating business operations and fostering collaboration between internal and external stakeholders. Skilled in streamlining processes, resolving issues, and improving communication channels to drive organizational success.
Work History
Tax Liaison
1 Year 6 Months- Developed and maintained relationships with key clients to enhance service delivery and satisfaction.
- Facilitated communication to drive alignment on project objectives.
- Facilitated collaboration among cross-functional teams to enhance process efficiency.
- Managed project timelines, ensuring deliverables met quality standards and deadlines consistently.
- Served as the primary point of contact, fostering strong relationships between internal teams and external partners.
- Collaborated closely with department heads to identify opportunities for process improvement initiatives.
Personal Tax Assistant
5 Years 1 Month- Exceptional organizational and time management skills.
- Ability to prioritize tasks and manage multiple projects.
- Experience in handling confidential information.
- Assist in organizing, verifying accuracy, and inputting taxable donations.
- Track, organize and scan large volumes of documents for tax purposes, mailing and emailing hard and soft copies and coordinate in obtaining checks and signatures on tax filings.
- Oversaw preparation and submission of diverse tax documents.
Coordinated with team members on administrative functions.
Managed organization and validation of taxable donations data. - Prepared and filed various tax forms, ensuring timely submission to meet deadlines.
- Tracked, organized, and scanned large volumes of documents for tax purposes, coordinated mailing and emailing of hard and soft copies, and obtained checks and signatures on tax filings.
- Collaborated with senior tax professionals to streamline workflows, improving turnaround times on complex cases.
Education
Associate of Arts degree - Business
Associate of Science degree - Photographic Technology
Skills
Excel
Adobe
SharePoint
TaxCaddy
TaxChat
GoSystems software
Timeline
Tax Liaison
TAPFIN
2025.02 - CurrentRead More
Personal Tax Assistant
Bank of America Private Bank
2020.01 - 2025.02Read More
Daytona State College
Associate of Science degree from Photographic Technology
Read More
Florida State College
Associate of Arts degree from Business
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