
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Apercen is a tax consulting firm offering high net-worth individual clients full spectrum income and multi-generational tax planning and compliance services.
• Subject matter expert on regulatory obligations and continuing education requirements for Certified Public Accountants (CPAs), Attorneys, and Internal Revenue Service Enrolled Agents (IRS EAs).
• Primary manager of the Learning Management System (LMS) Prolaera, including generating certificates for internal trainings and managing license requirements.
• Implement and manage learning tracks for the onboarding process of new hires, providing a smooth and efficient transition.
• Monitor Apercen University inbox, handling incoming external and internal training requests, facilitating access to Becker CPA study materials, and providing updates on CPA requirements.
• Manage licenses and oversee renewals for CPAs, Attorneys, Paralegals, and CFPs in addition to reporting internal trainings to the IRS for Enrolled Agents.
• Work closely with HR regarding onboarding strategies, firm improvements, and internal projects including playing a pivotal role in planning the Summer Hire Orientation Week, integrating over 50 associates and interns.
• Managed the CEO's calendar, coordinating complex schedules, and increasing productivity and organizational efficiency within a fast-paced work environment.
• Strong communication and interpersonal abilities: Displaying excellent verbal and written communication skills to effectively collaborate with individuals at all levels of the organization.
• Trustworthy and discreet handling of sensitive information: Demonstrating the highest level of professionalism and confidentiality in managing confidential files, classified documents, and sensitive issues.
LMS management experience
Accounting Continuing Education