Sulane Fishe
Graham,NC
Summary
Seasoned Administrative Professional with a strong foundation of experience. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
27
27
years of professional experience
Work History
Administrative Tax Operations -Supervisor
Citrin Cooperman Advisors LLC
01.2024 - Current
- Company Overview: (Acquired Coleman Huntoon & Brown PLLC, Chapel Hill, NC)
- Managed daily operations for optimal performance, ensuring smooth workflows and timely completion of tasks.
- Generated and delivered engagement letters for the firms individual and business clients via mail/pdf and electronically for the Chapel Hill NC office
- XCM Management- updating client tasks
- Setting up new client in CCH Axcess, XCM
- Running Due Date Reports in XCM to provide regular updates on tax projects.
- E-filing, monitoring the E-file Portal, addressing e-file rejections and schema validation errors
- Creating SurePrep Binders
- Assembling of In-House (Paper File) Tax Returns and Extensions, SafeSend online tax return assembly including SafeSend Delivery to the clients
- Saving E-file Authorizations and e-file acceptances in CCH Document
- Participating in Online Tax Ops 2 Teams - East Coast Offices
- (Acquired Coleman Huntoon & Brown PLLC, Chapel Hill, NC)
Director of Tax Administration
Coleman Huntoon & Brown PLLC
01.1998 - 12.2023
- Company Overview: Chapel Hill, NC
- Managed the Administrative Tax Operations Staff of the accounting firm, which included training the support staff on operating the telephones, greeting incoming clients, initial intake and processing of client tax information to the completion process, return assembly process, scanning of client tax documents, receiving and sorting mail, transmitting faxes.
- Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth.
- Assisted in hiring and training of team members.
- Enhanced team collaboration through regular communication, goal setting, and performance evaluations.
- Cultivated a positive work environment that fostered employee engagement, increased retention rates, and boosted overall team morale.
- Clerical support for the firm's 4 partners and 12 staff accountants
- Assembled individual and business tax returns
- E- filed all individual and business client tax returns
- Created/Mailed and maintained engagement letters Excel merge file for all firm clients
- Generated and delivered individual tax organizers / tax packets to firm clients by mail, pdf and thru SafeSend electronic organizer program
- Generated Due Date Reports
- Mailed quarterly estimated tax reminder letters to clients for upcoming quarter
- Reviewed scanned tax documentation in Pro System Engagement.
- Receptionist/Administrative Assistant -Interacted with clients over the telephone and in person, assisted clients with the review and signing of their tax returns at pickup, contacted clients regarding appointments, and followed up with clients that had tax questions.
Education
High School Diploma -
Lawrence County Vocational High School
NEW CASTLE, PA06.1981
Some College (No Degree) - Communications Systems Technology
US Navy Communications School
San Diego, CA 1983-1984Skills
- Exceptional organizational skills
- Multi-tasking
- Attention to Detail
- Microsoft Office
References
Available upon request
Timeline
Administrative Tax Operations -Supervisor
Citrin Cooperman Advisors LLC
01.2024 - Current
Director of Tax Administration
Coleman Huntoon & Brown PLLC
01.1998 - 12.2023
High School Diploma -
Lawrence County Vocational High School
Some College (No Degree) - Communications Systems Technology
US Navy Communications School
Similar Profiles
Rachit ManochaRachit Manocha
Manager at Citrin CoopermanManager at Citrin Cooperman
Anthony SperryAnthony Sperry
Audit Staff Member at Citrin CoopermanAudit Staff Member at Citrin Cooperman
Jennifer MarreroJennifer Marrero
Accountant at Citrin CoopermanAccountant at Citrin Cooperman