T.J. Fazio
New Market,MD
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
8
8
years of professional experience
Work History
Senior Tax Administrator
Aprio, LLP
06.2023 - 04.2024
- Utilized Sureprep and Datamatics to create binders/PDF packages for outsourced tax return preparation -Effectively tracked the progress of outsourcing and kept accurate records with CCH Workflow routing sheets and Excel spreadsheets -Used Microsoft Teams to quickly communicate and problem-solve issues as they arose as well as keep team members aware of outsourcing progress for their clients -Addressed support tickets for various TaxCaddy (Sureprep) issues promptly and efficiently -Assembled paper/electronic tax returns and utilized Safesend for electronic delivery -Effectively tracked billing for client projects and entered hours promptly
Client Service Coordinator
Squire, Lemkin & Company, LLP
10.2022 - 06.2023
- Worked closely with several partners and managers to better assist their clients as well as their needs throughout the tax process -Gathered client information/data to scan and create work paper files; maintained and updated client's files as needed -Corresponding with clients when needed (answering questions, assisting with tax software, gathering additional information, providing updates...etc) -Sending client tax organizers, engagement letters and tax returns electronically through SafeSend -Preparing and processing blank extensions -Effectively tracked billing for client projects and entered hours promptly -Assisting admin team with tax assembly, scanning and investment statements
Operations Specialist
Squire, Lemkin & Company, LLP
01.2021 - 10.2022
- Scanning all client documents and utilizing CCH Scan software to index and organize said documents for the work paper file used in the preparation of tax returns - Preparing and mailing tax organizers for clients before tax season - Adding client correspondence and additional information to WP files, as needed - In addition to scheduling and tracking all firm CPE, oversaw firm addition of CE Micron software for better organization and records of all CPE courses and license renewals - Organized and maintained records of firm investment statements
Administrative Assistant/Clerk
Squire, Lemkin & Company, LLP
09.2016 - 01.2021
- Assembled client tax returns for both filing purposes and client records - Billing for firm assembly charges and conference calls - Scanning various documents for the firm’s client records - Covering for reception area when needed, answering phones, transferring calls, meeting clients, delivering and sending mail…etc. - Registration of all firm CPE courses and maintaining records of credits for CPA license renewal
Education
High School Diploma -
Sherwood High School
05.2013
Skills
- Strong Communication Skills
- Critical Thinking Capacity
- Time Management Capabilities
- Continuous Learning Attitude
- Prioritization whilst juggling multiple projects/deadlines
- Quick thinking and problem-solving
- Organized and detail-oriented
- Strong communicator and collaborator
- Dedicated worker willing to do whatever it takes to finish the job
- Experience and familiarity with several applications:
Timeline
Senior Tax Administrator
Aprio, LLP
06.2023 - 04.2024
Client Service Coordinator
Squire, Lemkin & Company, LLP
10.2022 - 06.2023
Operations Specialist
Squire, Lemkin & Company, LLP
01.2021 - 10.2022
Administrative Assistant/Clerk
Squire, Lemkin & Company, LLP
09.2016 - 01.2021
High School Diploma -
Sherwood High School