Jessica Tolmie
Howard Beach,NY
Summary
Detail-oriented tax administrator with over 11 years of experience optimizing tax operations and ensuring seamless processes. Proven expertise in client communication and the preparation and organization of tax documents enhances overall efficiency and accuracy. Proficient in Microsoft Office, tax preparation software, and document management systems, demonstrating a strong ability to adapt to various tools and technologies. Thrives in dynamic, fast-paced environments while excelling independently and as part of a collaborative team.
Overview
13
13
years of professional experience
Work History
Tax Administration Assistant
DDK & Company
New York, NY
08.2023 - Current
- Support the tax department with administrative tasks including document management, client correspondence, and tax form preparation and filing of corporate, partnership, and individual tax returns.
- Coordinate collection of tax documentation from clients and ensure compliance with firm and IRS standards.
- Accurately input and manage client tax information into professional tax preparation software, ensuring confidentiality and compliance with relevant regulations
- Coordinated and managed correspondence and confidential tasks for second managing partner, enhancing operational efficiency and confidentiality.
- Developed and structured various professional documents, including engagement letters, financial statements, and notice letters, to uphold firm quality standards.
Tax Operations Specialist
Citrin Cooperman
New York, NY
06.2022 - 08.2023
- Setting up new clients in tax-related systems – Axcess, XCM Due Date Reporting and Due Date List Maintenance
- XCM Management: setting up tasks in XCM, updating staffing at the client level in XCM, updating Client Groups in XCM, etc.
- Oversaw outsourcing initiatives and ensured compliance with Indian tax-related permissions.
- Oversaw e-filing portal operations to enhance submission accuracy. Led efforts to address e-file rejects and schema validation issues. Managed documentation of e-file authorizations and acceptances to streamline processes
- Assisted in creating engagement binders to support team collaboration. Facilitated organization of materials for effective communication.
- Executed systematic collation of tax returns and extensions, enhancing efficiency in tax preparation processes.
Tax Administration Associate
Zapken & Loeb LLP
Woodbury, NY
09.2015 - 06.2022
- Maintained communication with vendors and regulatory agencies.
- Managed document preparation and filing processes to ensure organized access to critical information.
- Prepared accounting paperwork and supported the full tax return cycle.
- Maintained an organized filing system for both digital and physical records, ensuring easy access to critical documents when needed
- Coordinated executive calendars and scheduled meetings to optimize time management and enhance productivity.
- Made arrangements for and coordinated catering for in-office events and meetings.
- Organized and scheduled meetings and appointments in conference rooms.
Bookkeeper
Sorensen Lumber
Glen Cove, NY
09.2013 - 08.2015
- Compiled and analyzed monthly and quarterly financial statements to ensure accuracy and compliance.
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Collaborated with vendors to resolve discrepancies, fostering strong professional relationships.
- Supervised client account management and performed detailed reconciliation of account balances.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
Education
High School Diploma -
Oyster Bay High School
Oyster Bay, NYSkills
- CCH Axcess collaboration facilitation
- CCH Engagement document management assistance
- Accounting system management
- Microsoft Office Suite
- System management support
- Office administration
- Administrative support
- Data entry
- Word processing
- Document scanning
- Supply replenishment
Timeline
Tax Administration Assistant
DDK & Company
08.2023 - Current
Tax Operations Specialist
Citrin Cooperman
06.2022 - 08.2023
Tax Administration Associate
Zapken & Loeb LLP
09.2015 - 06.2022
Bookkeeper
Sorensen Lumber
09.2013 - 08.2015
High School Diploma -
Oyster Bay High School