PATRICIA WILLIAMS
Columbia,PA
Summary
Organized Sales Administrative Assistant offering excellent planning, problem-solving and communication skills. Supporting high-performance sales teams in identifying customer needs and delivering solutions. Strong verbal and written communication skills to document sales activities.
Overview
11
11
years of professional experience
Work History
Tax Preparer Office Manager
Liberty Tax Service
01.2025 - 04.2025
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
- Assessed client tax situations to determine best filing options.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
Tax Associate
Bakertillyjfc
02.2024 - 04.2024
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Streamlined tax preparation processes for increased efficiency and accuracy in filing returns.
- Completed and filed returns with tax departments at local, state, and federal levels.
Sales Administrative Assistant
Eden Resort & Suites
02.2023 - 02.2024
- Created and maintained an organized filing system for sales documents.
- Assisted in the preparation of presentations, proposals, and contracts.
- Provided support to the Sales team by responding to customer inquiries quickly and accurately.
- Being a pleasant and helpful point of contact for the Sales & Executive Office.
- Processed invoices and tracked payments received from customers.
- Providing Creative and Polished Ideas to make the Sales Experience more effective.
Assistant Finance Officer
Family First Chiropractic Center
10.2019 - 12.2021
- Provided support to the Finance Officer in all aspects of financial management and reporting.
- Prepared monthly bank reconciliations and tracked cash flow.
- Developed financial models to analyse profitability, liquidity and solvency of business operations.
- Processed accounts receivable invoices and payments.
- Oversaw all postings and reconciliation of ledgers and accounts.
Executive Kitchen Manager
AmVets post 19
03.2014 - 02.2017
- Developed and implemented food cost controls, inventory procedures and menu engineering to maximize profits.
- Reviewed daily production records to ensure proper portioning, temperature control and quality standards were met.
- Managed the ordering of all kitchen supplies and maintained par levels for each item.
- Organized weekly staff meetings to discuss menus, recipes, customer feedback, safety protocols and other topics related to kitchen operations.
- Planned special events in coordination with front-of-house staff while ensuring timely delivery of high-quality cuisine.
- Trained new kitchen personnel on proper food handling techniques, equipment operation, safety protocols and recipe execution.
Education
Associate of Applied Science - Restaurant And Culinary Management
YTI Career Institute
Lancaster, PA02.2016
Skills
- Metrics Tracking
- Budget Preparation
- Inventory Coordination
- Contract Writing
- Marketing Planning
- New Hire Orientation
- Administrative Skills
- Word Processing
- Business Administration
- Effective Planning
- Administrative Support
- Payroll Administration
- Employee Onboarding
- Employee Relations
Timeline
Tax Preparer Office Manager
Liberty Tax Service
01.2025 - 04.2025
Tax Associate
Bakertillyjfc
02.2024 - 04.2024
Sales Administrative Assistant
Eden Resort & Suites
02.2023 - 02.2024
Assistant Finance Officer
Family First Chiropractic Center
10.2019 - 12.2021
Executive Kitchen Manager
AmVets post 19
03.2014 - 02.2017
Associate of Applied Science - Restaurant And Culinary Management
YTI Career Institute
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