Dynamic Tax Operations Manager with a proven track record at Windroot Corp, excelling in operations management and customer service. Expert in regulatory compliance and client relations, I effectively streamlined billing workflows, enhancing collections efficiency. A strong problem-solver and team leader, I ensure seamless communication and support for clients throughout the tax process.
· Oversaw daily operations, including CPA activities, bookkeeping, invoicing, collections, and client relations.
· Drafted, reviewed, and managed client proposals, engagement letters, and formal correspondence.
· Ensured timely and effective communication with clients regarding tax filings, deadlines, and payments.
· Managed billing workflows and followed up on outstanding balances to ensure timely collections.
· Facilitated new business formations, including registrations with the IRS, Secretary of State, and MyTax Illinois.
· Ensured full regulatory compliance and supported clients through each step of the setup process.
Administrative Assistant in school offices: Performed all secretarial duties including answering phones, attendance, and communication with staff, students, and parents.
Processed semi-monthly payroll, time reports, new hires, terminations, and leave of absences for U.S and Canada offices of an executive recruitment firm. Collaborated with Human Resources department. Managed all ADP/Excel reporting.
Processed semi-monthly payroll, time reports, new hires, terminations, and leave of absences for
U.S offices in 44 states. Processed pay adjustments and responded to employee inquiries.