Isabella Lezama
West Palm Beach,FL
Summary
Highly organized Office Professional with a strong office administration, project management, and customer service background. Experienced in maintaining efficient office systems to support productive work environments. Strengths include problem-solving, multi-tasking, and communication skills. Demonstrated impact by streamlining administrative procedures and improving document organization processes at previous workplaces.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Office Administration
Fuoco Group
North Palm Beach, FL
09.2022 - Current
- Assembly of tax returns - 1040, 1120S, 1120, 1041, 990
- Look for diagnostics and rejections, send project back to account manager if changes to tax returns are needed
- E-file tax returns for all personal and business accounts
- File paper returns with the IRS
- Scan all documentation and tax records into Office Tools workflow program
- File extensions for tax returns
- Work closely with account managers to meet IRS deadlines
- Navigate Lacerte tax program, confidential and highly sensitive material and data including: client engagement letters, credit card and financial information, social security numbers, bank information, EIN's etc
- Communication with clients via email, phone and in person
- Sending engagement letters to all personal and business clients via DocuSign
- Creating an SOP for assembly of tax returns
- Assisting HR with hiring new employees for the administration department
- Processing payments via CPA charge and checks, posting payment to accounts
- Point of contact for all administrative staff
- Training administration staff via zoom, over the phone or in person for all offices
- Supervising admin department at North Palm Beach office and ensuring all projects are completed efficiently
- Addressing any issues that may arise within the department, account managers and client complaints
- Assisting clients with navigating DocuSign and Sharefile
- Escalating client issues to that tax director
- Ensuring all technical equipment is running for staff, communication with IT department if entire office is affected
- Maintaining organization and proper work flow for the tax department
- Developed policies and procedures related to office administration functions.
- Assisted with office administration tasks such as filing paperwork or entering data into computer systems.
- Created policies and procedures related to office administration including filing systems and document control processes.
- Assisted in developing long-term plans for office administration operations.
- Ensured compliance of company policies in all areas of office administration.
- Trained new hires on proper use of office equipment and computer programs.
- Filed documents in accordance with office filing system requirements.
- Maintained records and personnel files to drive administration and office support.
- Maintained an organized inventory of supplies in the office area.
Administrative Assistant
Peterson & Peterson CPA, PA
Lake Worth, FL
05.2022 - Current
- Assisting staff accountant with imputing and charging for tax payments such as sales tax
- Input write ups in Accounting Xpert software for monthly, quarterly or on demand clients
- Double checking books are balanced before handing them back to our CPA
- Printing financial reports i.e balance sheets, financial statements while maintaining confidentiality
- Importing data through our accounting software via quick books import and closing for fiscal year ends
- Scanning and sending documents through secure email via outlook
- Sending documents for signature on Rightsignature
- Assisting payroll in month-end inputs and entering transactions using Accounting CS program
- Printing checks for payroll
- Assisting staff accountant with uploading bank records to client data folders using Sharefile
- Assisting clients who are requesting copies of tax forms I.e W-2, Tax returns, quarterly wage statements etc using FileCabinet CS program
- Assisting our CPA with E-filing tax returns and viewing accepted/rejected returns
- Assisting staff accountant with excel sheets using pivotal tables and filters for Sales Tax reports and making payments on behalf of client to Florida Department of Revenue
- Answering phones, scheduling appointments and directing phone calls to appropriate personnel
- Greeted visitors in a professional manner, responding to inquiries and directing them to appropriate personnel.
Office Secretary
Florida Environmental
West Palm Beach, FL
07.2020 - 05.2022
- Billing department: sending bills to all clients via mail/email, apply and processing all payments
- Running reports for Accounts Receivable and getting payment for any past due accounts
- Removing off the schedule and flagging accounts that are past due
- Communicating with other company team members/clients via phone or email
- Billing high volume accounts and reconciling any misapplied payments
- Scheduling service calls, filing cancellation forms, communicating with management in regards to new leads or any missed payments
- Answering phones and directing phone calls
- Main department was billing, maintaining organized invoicing and being time efficient with billing each client after all services have been completed
Spa Coordinator/Concierge
Auberge Beach Residences & Luxury Spa
Fort Lauderdale, FL
11.2018 - 03.2020
- Opening the day consists of preparing schedules and room assignments for all therapist, and esthetician's, turning on all equipment for staff
- Answering Telephones
- Training New Staff
- Event Coordinating
- Scheduling and Confirming Appointments
- Assisting Management with Inventory
- Organizing
- Communicating with Beach and Spa Attendants regarding the work day
- Serving champagne upon check in
- Escorting guest to the appropriate area and informing guest of all amenities
- We also tour new guest, serve spa lunch (handle food) check in/out and up sell our retail products
- Money Handling
Recruiting Manager
ACA Talent
Fort Lauderdale, FL
10.2017 - 11.2018
- Reviewing Resumes
- Setting Target Goals and Quotas
- Scheduling Candidates to Interview with the Hiring Manager
- Maintaining a High Call Volume of 100 + calls per day
- Calling and Pre-Screening Candidates that applied for open positions
CSR - Dispatcher
WestPark Communications
Houston, TX
01.2016 - 09.2017
- Answering phone calls for Worldwide Companies (High Call Volume Environment)
- Data Processing
- Customer Service
- Schedule and Dispatch Dental and Medical companies
- Dispatching messages to the appropriate personnel
Sales Associate - Cashier
Journeys
Jensen Beach, FL
12.2013 - 12.2015
- Maintaining a Clean Stock Room
- Stocking New Merchandise
- Reaching a Sales Quota for the Day
- Customer Service
- Money Handling
- Multi-tasking in a fast paced environment
- Handling Returns-Exchanges
Cashier
Murphy USA
Port Saint Lucie, FL
09.2013 - 12.2015
- Keeping merchandise stocked
- Maintaining a clean work environment
- Selling Tobacco products to Customers 18+
- Money Handling
- Closing and Locking the Store
- Customer Service
Education
Bachelor's degree - Business Administration
Palm Beach State College
01.2025
High School Diploma -
St. Lucie West Centennial High School
Port Saint Lucie, FL05.2015
Skills
- Human Resources
- Sales
- Data Entry
- Hospitality Experience
- Receptionist
- Talent Acquisition
- Accounts Receivable
- Office Management
- Front Desk
- Training
- Accounting Software
- Scheduling
- Inventory
- Phone Etiquette
- Tax Experience
- Computer skills
- Microsoft Office
- Marketing
- Organizational Skills
- Food Safety
- Office administration knowledge
Certification
- HIPAA HI-TECH COMPLIANCE AND RISK ASSESSMENT CERTIFICATION, 03/01/16 to Present, WestPark Communications
- FOOD SAFETY CERTIFICATION, 08/01/19 to 08/01/22
Additional Information
Detail Oriented, Goal-Oriented, Fast learner, Outgoing, Optimistic, Adaptability
Awards
- Certificate of Excellence, Auberge Beach Residences & Luxury Spa, 12/01/19, Recognition of Outstanding Contributions during my First Year of Service.
- Certificate of Enrichment, Auberge Beach Residences & Luxury Spa, 12/01/19, Recognition of Being an Ambassador of our Enrichment values.
Personal Information
- Willing To Relocate: Anywhere
- Authorized To Work: US for any employer
Timeline
Office Administration
Fuoco Group
09.2022 - Current
Administrative Assistant
Peterson & Peterson CPA, PA
05.2022 - Current
Office Secretary
Florida Environmental
07.2020 - 05.2022
Spa Coordinator/Concierge
Auberge Beach Residences & Luxury Spa
11.2018 - 03.2020
Recruiting Manager
ACA Talent
10.2017 - 11.2018
CSR - Dispatcher
WestPark Communications
01.2016 - 09.2017
Sales Associate - Cashier
Journeys
12.2013 - 12.2015
Cashier
Murphy USA
09.2013 - 12.2015
Bachelor's degree - Business Administration
Palm Beach State College
High School Diploma -
St. Lucie West Centennial High School
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