Administrative Assistant and Billing Administration

gish SEIDEN, LLP

​July 2012 to May 2014

 

 

CCH ProSystem fx V.8 for printing WIPs and billing input, input expenses and adjustments, creating billing reports, both standard and customized, review weekly time sheets and make appropriate changes for posting, client set up within Practice, firm collections and collection calls, deposits and aging, work scheduling for scheduling meeting preparation and calendaring, maintain and update CPE hours spreadsheet for staff CPAs and update reporting software, assisting in tax returns finalization, checking personal income tax returns for completion before mailing, running financial statements, follow up on Form 8879 calls to clients for receipt, and specifically requested projects as needed, front desk reception back up as needed, notary requests by clients as needed.

 

Bookkeeper - Business Management Department

Gary Iskowitz & Company, LLP

​September 1996 to January 2012

 

 

​Bookkeeper in Business Management department for high net worth clients, trained using MAS90 and performed as accounts payable and accounts receivable invoicing, monthly bank reconciliations, made deposits to banks, journal entries, reclassification of entries, attained familiarity with ADP EasyPayNet payroll functions, and made payroll journal entries.

 

Performed time-sensitive tasks for clients and manager, interfaced with high-net worth clients’ vendors to ensure anonymity.  Executed specifically requested tasks, correspondence, served as backup personnel for administrative staff and tax secretary.

 

Tax Administrative Assistant

Gary Iskowitz & Company, LLP

​March 1988 to September 1994

 

 

Secretary to 3 partners and five support staff.  Assembly of all tax returns.  Prepared and organized extensions.  Handled client phone calls.  Performed specific research and tasks as requested by office manager.  Organized and maintained records of continuing education for all employees.  Coordinated suppliers and service technicians.  Performed orientation of new personnel.