JENNIFER PAVELUS
Administrative Assistant
Stratford,CT
Summary
Proactive Administrative Assistant with over 20 years of experience optimizing office operations in fast-paced, deadline-driven environments. Recognized as a high-impact communicator, adept at presenting and conveying information clearly to clients, team members, and partners through both written and verbal communication. Seeking a challenging and rewarding position that leverages extensive skills to contribute effectively to organizational success. Proven ability to work independently and thrive in collaborative team settings.
Overview
20
20
years of professional experience
3
3
Certifications
2
2
Language
Work History
Administrative Assistant/Billing Coordinator
The Innovative CPA Group
06.2023 - Current
- Oversee day-to-day front office operations, ensuring excellent customer service to clients.
- Prepare and process billing invoices; accept credit card payments and send A/R statements and follow up as needed.
- Schedule and coordinate recurring meetings for internal tax employees and audit team.
- Review and investigate historical client billing to determine/propose appropriate client billing within firm guidelines.
- Provides direct administrative support to the Partners including scheduling meetings, preparing correspondence, and managing confidential tax documents.
- Manage the firm’s new client intake form by efficiently collecting and entering required information and documentation for an appropriate fee quote.
- Answer heavy call volume, transfer calls, and take detailed messages.
- Manage the firm’s CPE tracking, including monitoring staff requirements, scheduling courses, and maintaining compliance records.
- Effectively communicate with clients on billing matters ensuring the highest quality of customer service.
- Set-up, maintain, and update client databases and portals.
- Responsible for organizing daily tax season dinner for firm.
- Backup Administrative for firm’s daily deposits with TD Bank.
- Maintained and order office supplies – WB Mason
- Enter and retrieve data on potential new client to create client engagement letters (Contract)
Administrative Assistant/Billing Specialist
Marcum LLP
05.2021 - 05.2023
- Assist Partners/Directors and professionals in the New Haven office with their business and administrative needs as it relates to tax document filing, scanning and copying.
- Prepare, type and edit correspondence, client invoices and engagement letters
- Assists with the management of GoFileRoom, including workflow management related to engagement letters, extensions, returns and other tasks.
- Assists with preparation of forms within ProsystemAxcess and processes of returns for filing in all federal and state tax jurisdictions.
- Arrangements for courier and overnight services.
- Coordinate process for year-end delivery of organizers and engagement letters to clients.
- Assist in replenishing and maintaining inventory of office stationery and general office supplies including office coffee service.
- Backup coverage for receptionist Assist with answering phone calls for receptionists on an “as-needed” basis.
Administrative Assistant
Citrin Cooperman
11.2012 - 04.2020
- Manage filing system and the archive of files/documents to GoFileRoom
- Scheduled and managed multiple Outlook calendars for firms Partners/Directors.
- Managed all FedEx and UPS accounts (Norwalk location)
- Responsible for billing clients for any special delivery arrangements including FedEx and UPS (overnight, etc.)
- Maintained Office Supplies (WB Mason account)
- Daily Attendance and maintain accurate records (staff whereabouts) Coordinating meeting/CPE training as needed.
- Assist with answering phones and screening calls.
- Update new client data in our Star Program as needed.
Education
High School Diploma -
Warren Harding High
Bridgeport, CTSkills
Ability to manage multiple priorities and deadlines in a fast-paced environment
Professional demeanor and commitment to customer service excellence
Strong interpersonal skills and communication skills (Bilingual – Spanish)
Demonstrated ability to handle confidential information with discretion
Proficiency with Microsoft Outlook, Word, and Excel
Data Entry
Invoicing and Accounts Payable/Receivable
Teams Program (Organizing Calls, Sharing documents, etc)
Hubspot Program (Marketing)
Safe Send/ Share Safe Program
Exceptional Organization and time management skills
Event Planning (Coordinate Tax Season Breakfast, Lunch and Dinner)
Maconomy Program
GoFileRoom Program (Tax)
Certification
The Payroll Cycle
Timeline
The Payroll Cycle
01-2026
The Payroll Professional
01-2026
Getting Started with U.S. Payroll Fundamentals
01-2026
Administrative Assistant/Billing Coordinator
The Innovative CPA Group
06.2023 - Current
Administrative Assistant/Billing Specialist
Marcum LLP
05.2021 - 05.2023
Administrative Assistant
Citrin Cooperman
11.2012 - 04.2020
High School Diploma -
Warren Harding High