Kathleen Hummel
Merrick,NY
Summary
Office Manager excelling in office management skills, income tax processing and bookkeeping. Proficient in Office Software including Microsoft Word, Excel and Outlook. Utilize QuickBooks for accurate bookkeeping.
Overview
42
42
years of professional experience
Work History
Office Manager
SKLAR & SANDLER, LLP
07.2006 - 07.2022
- Assisted in daily office operations, ensuring smooth workflow; including handle all incoming mail and inventory management for supplies and tax forms.
- Process and collate over 500 personal and corporate income tax returns as well as quarterly sales tax and payroll returns.
- Maintained organized filing systems for tax returns and billing on Microsoft Excel.
- Coordinated scheduling of meetings, client appointments and symposium's optimizing calendar use for Partners.
- Use of Microsoft Word, Excel and Outlook daily for inter-office and client correspondence.
- Prepare and mail or email all invoices. Maintain current listing of all outstanding invoices and follow up.
- Preparation of Financial and Income Statements as required.
- Use of Quickbooks for maintaining checking, saving and investment accounts for clients, Prepare appropriate reconciliations and reports. Follow up with clients on outstanding information.
- Working knowledge of Ultra Tax CS Accounting Software..
Office Manager
MRP Electronics Inc.
Mineola, New York
01.1995 - 12.2004
- Handled incoming communications, directing inquiries to appropriate departments.
- Implemented basic administrative procedures that improved overall office organization.
- Provided exceptional customer service when addressing client inquiries or concerns.
- Managed scheduling and coordination of all office meetings.
- Data entry, written correspondence and other administrative support as needed.
COBOL Programmer
Shearson Lehman Brothers
New York, New York
09.1980 - 12.1993
Education
Bachelor of Science - Business Management
New York Institute of Technology
Old Westbury, NY01-1980
Skills
- Office Management and Administration
- Invoice Billing and follow up
- Process Corporate and Personal income tax returns; mail, email and follow through with clients
- Preparation of Financial and Income Statements
- Scheduling and calendar management
- Bookkeeping, Checking reconciliations
Timeline
Office Manager
SKLAR & SANDLER, LLP
07.2006 - 07.2022
Office Manager
MRP Electronics Inc.
01.1995 - 12.2004
COBOL Programmer
Shearson Lehman Brothers
09.1980 - 12.1993
Bachelor of Science - Business Management
New York Institute of Technology
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