JACKELYN BORDA
Servicios Latinos NOVA
Woodbridge,VA
1
Language
17
years of professional experience
Secretary / Tax Preparation Assistant supporting client intake, tax preparation software, and confidential record handling across busy office operations. Manages document review, data entry, appointments, and client follow-up to keep tax files complete and organized before filing. Supports accurate bookkeeping, scanning, archiving, and front-office service with steady attention to detail.
Work History
Secretary / Tax Preparation Assistant
9 Years 6 Months- Provide administrative and front-office support while maintaining organized, accurate, and confidential client records.
- Assist with tax preparation by gathering and entering client personal, income, expense, and tax information into tax preparation software.
- Review client documents for completeness and accuracy and organize supporting documentation for tax returns.
- Prepare and organize tax forms, worksheets, receipts, and other documentation needed for individual tax filings.
- Communicate with clients by phone, email, and in person to request missing information, answer routine questions, and provide status updates.
- Schedule appointments, manage calendars, and coordinate client visits.
- Enter and update client information in computer systems while maintaining accuracy and confidentiality.
- Assist with bookkeeping, recordkeeping, scanning, copying, filing, and digital archiving.
- Maintain office organization and support daily administrative operations.
Office Assistant
1 Year 5 Months- Answered incoming phone calls and assisted customers with general questions and requests.
- Entered and updated customers' information accurately in computer systems and office records.
- Sorted, organized, scanned, and maintained customer files and insurance documents.
- Organized the office and helped maintain an efficient and professional work environment.
- Scheduled appointments and coordinated calendars for customers and staff.
- Contacted customers by phone and email regarding their insurance policies, documents, appointments, and follow-up needs.
- Assisted with routine administrative tasks, document preparation, filing, data entry, and customer service.
Administrative Assistant
7 Years 5 Months- Provided administrative support to the executive team, including scheduling meetings and managing calendars.
- Organized and maintained filing systems for physical and electronic documents, ensuring accuracy and confidentiality.
- Managed incoming calls while providing information or transferring callers to appropriate personnel.
- Composed letters, memos, reports, emails, presentations, and other written correspondence as required by management staff.
- Ensured efficient operation of office equipment such as printers, copiers, and fax machines.
- Processed invoices for payment using accounting software applications.
- Entered data into spreadsheets using Microsoft Excel or similar programs.
- Handled confidential documents in an organized fashion according to established protocol.
- Scheduled appointments between clients, customers, and internal staff members.
- Developed project plans for assigned tasks and monitored project progress.
Education
Some College (No Degree) - Accounting and Business Management
High School Diploma
Skills
Appointment scheduling
Office administration
Data entry
Expense reporting
Spreadsheet management
Customer service
Minute taking
Filing
Letter preparation
Digital archiving
Microsoft Office Suite
Google Workspace
Outlook calendar management
Multi-line phone systems
Purchase order processing
Reception desk operations
Records retention
Administrative budgeting
Travel coordination
Notary public certification
Office equipment troubleshooting
Languages
Spanish
Native or Bilingual
Timeline
Office Assistant
Academy Insurance
06.2024 - 11.2025Read More
Secretary / Tax Preparation Assistant
Servicios Latinos NOVA
02.2017 - CurrentRead More
Administrative Assistant
JK Moving Services
05.2009 - 10.2016Read More
George Mason University
Some College (No Degree) from Accounting and Business Management
Read More
Westfield High School
High School Diploma
Read More