Summary
Overview
Work History
Education
Skills
Timeline
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Susan Broski

Moundsville,WV

Summary

At Abraham & Company PLLC, I excelled as an Office Manager/Staff Accountant, enhancing client satisfaction and streamlining financial processes. Leveraging expertise in QuickBooks and exceptional organizational skills, I significantly improved efficiency. My proactive approach in financial management and client relations drove robust results, showcasing my ability to lead and innovate in challenging environments.

Overview

26
26
years of professional experience

Work History

Office Manager / Staff Accountant

Abraham & Company PLLC
08.1998 - Current
  • Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
  • Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
  • Maintained computer and physical filing systems.
  • Updated reports, managed accounts, and generated reports for company database.
  • Maintained accurate financial records by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
  • Created, maintained and updated filing systems for paper and electronic documents.
  • Developed and maintained successful relationships with vendors, suppliers and contractors.
  • Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
  • Conducted regular inventory assessments of office supplies, ordering necessary items proactively to prevent stock shortages.
  • Enhanced team productivity by delegating tasks effectively and overseeing daily workflow.
  • Coordinated office events and meetings, ensuring timely execution and optimal scheduling for all participants.
  • Assisted in the recruitment process, conducting interviews and onboarding new employees to promote a seamless integration into the team dynamic.
  • Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
  • Coordinated special projects and managed schedules.
  • Coached new hires on company processes while managing employees to achieve maximum production.
  • Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
  • Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
  • Prepared and processed journal entries to record in general ledger and maintain consistent documentation.
  • Managed accounts payable processing, ensuring timely payments to vendors while maximizing cash flow management strategies.
  • Executed financial reporting, managing prepaid accounts, schedules, reconciliations, event settlements, and month-end accruals.
  • 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.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Handled complex cases involving small business owners, self-employed individuals, and those with investments or rental properties, showcasing versatility in expertise within the field of taxation.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Calculated estimated tax payments for clients.
  • Utilized tax software to prepare returns and meet deadlines.
  • Analyzed financial documents to accurately reflect client information on tax returns.
  • Responded to inquiries from IRS and other tax authorities.
  • Assisted in streamlining financial processes through the use of accounting software programs like QuickBooks.
  • Gained proficiency in various software applications such as Excel, QuickBooks, and other financial tools for efficient data analysis.
  • Used QuickBooks to produce monthly invoices, reports, and other deliverables.
  • Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
  • Worked well in a team setting, providing support and guidance.
  • Managed time efficiently in order to complete all tasks within deadlines.

Education

Bachelor of Arts - Organizational Leadership

West Liberty University
West Liberty, WV
05.2019

Skills

  • Customer Service
  • Office Management
  • Organizational Skills
  • Excellent multi-tasking ability
  • Data Entry
  • Customer Relations
  • Billing
  • Payroll Processing
  • Bookkeeping
  • Account Reconciliation
  • Credit and collections
  • Staff Management
  • Human Resources
  • Employee Training
  • Financial Accounting
  • Technical Support
  • MS Office

Timeline

Office Manager / Staff Accountant

Abraham & Company PLLC
08.1998 - Current

Bachelor of Arts - Organizational Leadership

West Liberty University

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Susan Broski