Summary
Overview
Work History
Education
Skills
Timeline
Generic

SURISHA WARWICK

Westbury,NY

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

14
14
years of professional experience

Work History

Tax Consultant

Metropolitan Capital Osaic Wealth
New York, New York
12.2025 - 05.2026

- Secured signatures for Engagement Letters and Form 8879s, ensuring compliance with regulatory requirements. - Organized daily calendar and scheduled appointments for the owner and manager to enhance productivity. - Verify that all tax documents are scanned into SmartVault and organized under the correct category. - Create invoices and process payments efficiently. - Managed incoming calls and scheduled appointments, facilitating effective communication with clients. -Guided clients on compliance with tax regulations and new legislation, enhancing their understanding and adherence.

Researched complex tax issues to ensure accurate filings and minimize liabilities.

Analyzed financial records to determine the appropriate tax filing status.

Automotive Billing / Administrative Assistant

Auto Gallery Inc
New York, New York
03.2022 - 02.2025

Processed automotive billing and customer invoices, ensuring accuracy and attention to detail to facilitate timely transactions.

Reviewed invoices and billing documents, verifying accuracy and completeness to prevent discrepancies and enhance financial integrity.

Assisted in completing vehicle sales paperwork and billing documentation, streamlining transaction processing for improved customer experience.

Assisted with accounts receivable, payment processing, and billing discrepancy resolution.

Kept customer and vehicle records accurate and updated dealership system information.

Provided professional customer service and answered customer billing and account questions.

Worked with sales, finance, and administrative departments to complete transactions accurately and efficiently.

Handled confidential customer and financial information with professionalism.

Logistics Coordinator

LogistiCare
New York, New York
11.2012 - 07.2016

- Coordinated end-to-end logistics operations, achieving on-time delivery of goods and materials. - Developed and maintained relationships with suppliers, vendors, and transportation providers. - Monitored inventory levels and ordered supplies to meet operational demands. - Prepared shipment schedules, shipping documentation, and tracked shipments to ensure compliance and accuracy. - Collaborated with cross-functional teams to optimize transportation routes and reduce costs. - Resolved logistical issues and delays promptly, maintaining high levels of customer satisfaction. - Utilized logistics management software to streamline operations and improve efficiency. - Ensured compliance with safety regulations and company policies. - Analyzed logistics data to identify areas for process improvement and cost savings. - Coordinated warehousing activities, including inventory management and order fulfillment. -Scheduled and organized transportation for medical appointments, ensuring timely arrivals.

-Scheduled and organized transportation for medical appointments, ensuring timely arrivals.

-Coordinated communication among clients, drivers, and healthcare providers to facilitate seamless service delivery.

Education

Associate of Arts - Sports Management

Nassau Community College
Garden City, NY
05-2010

Skills

  • Tax preparation and research
  • Billing procedures
  • Appointment scheduling
  • Document management
  • Client billing
  • Calendar coordination
  • Accounts receivable
  • Attention to detail
  • Problem solving
  • Client communication
  • Client communication

Timeline

Tax Consultant

Metropolitan Capital Osaic Wealth
12.2025 - 05.2026

Automotive Billing / Administrative Assistant

Auto Gallery Inc
03.2022 - 02.2025

Logistics Coordinator

LogistiCare
11.2012 - 07.2016

Associate of Arts - Sports Management

Nassau Community College
SURISHA WARWICK