Summary
Overview
Work History
Education
Skills
Timeline
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Patricia Marchitto

Bayonne

Summary

Dynamic Office Manager at Feuer and Orlando, LLP, adept in tax preparation and project management. Successfully streamlined operations, enhancing client communication and ensuring timely delivery of over 800 tax returns. Proven ability to foster strategic relationships and implement effective office policies, driving efficiency and excellence in service delivery.

Overview

50
50
years of professional experience

Work History

Office Manager

Feuer and Orlando, LLP
New York
02.2013 - 05.2025
  • Responsible for review and electronically sending out completed tax returns to 800 plus individual clients, partnerships, Corporations, S-Corps, Fiduciary and Tax Exempt returns.
  • Reviewed completed work to verify consistency, quality, and conformance.
  • Proposed or approved modifications to project plans.
  • Implemented and maintained company protocols to facilitate smooth daily activities.
  • Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Monitored payments due from clients and promptly contacted clients with past due payments.
  • Managed office inventory and placed new supply orders.
  • Trained and mentored administrative staff members in company policies, daily task execution, and industry best practices.
  • Developed and implemented office policies and procedures.
  • Maintained filing system for records, correspondence and other documents.
  • Ordered supplies and equipment to maintain adequate inventory levels.

Overseas Operations Manager

JP Morgan Chase
New York And Jersey City
10.1975 - 01.2009
  • Delegated work to staff, setting priorities and goals.
  • Directed or coordinated financial or budget activities to fund operations and maximize investments.
  • Formed and sustained strategic relationships with clients.
  • Directed day-to-day operations by spearheading implementation of short-term and long-term strategies to achieve business plan and profitability goals.

Education

High School Diploma -

Bayonne High School
Bayonne, NJ
06-1974

Skills

  • Tax preparation
  • Project management
  • Office administration
  • Inventory management
  • Client communication
  • Financial reporting
  • Proficient with Microsoft Office: Outlook, Word, Excel, Powerpoint
  • Proficient in the use of Intuit tax and bookkeeping products: Lacerate Tax Program, SmartVault, Quickbooks and CPA Charge for client invoicing

  • Correspondence organization
  • Organizational skills
  • Data entry
  • Scheduling and calendar management
  • Problem solving
  • Team leadership

Timeline

Office Manager

Feuer and Orlando, LLP
02.2013 - 05.2025

Overseas Operations Manager

JP Morgan Chase
10.1975 - 01.2009

High School Diploma -

Bayonne High School

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Patricia Marchitto