PROFESSIONAL EXPERIENCE:
Nancy is a seasoned Administrative Assistant with a diverse background in various industries. She is a self-starter with excellent problem solving and communication abilities. Nancy excels at calendar management, meeting planning and creating efficient work practices.
AREAS OF EXPERTISE:
- Processing, scanning, logging, and mailing all tax returns
- Preparing tax engagement letters
- High client contact
- Coordinating meetings, appointments, and conference calls
- Coordinate travel arrangements for various conference, events, and seminars
- Entering new clients in appropriate software and run special reports
- Various mailing, filing, and faxing of documents
- Process and finalize the financial statement report and prepare for distribution
- Mail, scan, follow up and track all Audit Confirmations
- Prepare and Track Audit Engagement Letters
- Review final collated 990 package
- Adhere to standard checklist for final check on financial statement reports
- Correct, format, and bind all copies of financials
- Scan & index all documents to ProSystemsfx
EDUCATION:
Nancy earned her AAS Degree in Office Management from Suffolk Community College.
