Summary
Overview
Work History
Education
Skills
Timeline
Generic

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

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T.J. Fazio