Tax Returns Administrative Support
Resume:
MELIDA ORTEZ
Houston, TX 77036
********@*****.***
Bilingual ( luent in English/Spanish) Of ice Administrative professional with more than 20 years of experience performing of ice administrator coordination. Effectively assisted executives and mid- level management carry out tasks like iling, answer phones, maintaining records/accounts; scheduling, provided general of ice. project-related and administrative support to the entire team. PROFESSIONAL EXPERIENCE:
Verghese & Associates, PC, CPA’s, Richmond, TX 04/24 - Current Of ice Manager
• Administrative duties, to include billing & collections, appointment scheduling, client correspondence, & various admin duties
• Set up and e- iling all tax returns with the IRS and TX Comptroller’s Of ice and several state agencies
• Payroll processing for several client via Sure Payroll
• Correspondence to Internal Revenue Service, clients and state agencies
• Processing the Preparation of Tax Returns (1120S, 1120, 1065,1040, 1041)
• Processing Preparation of Franchise Returns & Extensions
• Filing of Extensions, all administrative duties to support of ice & CPA’s, & bookkeepers.
• Organize and maintain all client iles electronically and physical iles.
• Order supplies, inal set up of the of ice programs and all essentials
• Follow up with clients, vendors and all daily tasks as assigned. Jain & Jain, CPA Sugar Land, TX 11/20 – 04/24
Of ice Manager/Notary
• Secretarial duties which include scheduling appointments, answering phones, assisting the partners, other admins and staff with anything needed to complete their tasks. Training and onboarding staff & payroll.
• Billing & Collections
• E- iling all tax returns with the IRS and TX Comptroller’s Of ice and several state agencies
• Correspondence to Internal Revenue Service, clients and state agencies
• Preparation of Tax Returns (1120S, 1120, 1065,1040, 1041)
• Preparation of Franchise Returns & Extensions
• Preparation of Quarterly & Yearly Payroll Returns (941, UCT-6, 940, W-2’s, 1099’s)
• Filing of Extensions, all administrative duties to support of ice & CPA’s, & bookkeepers.
• Organize and maintain all client iles up to date & return original documentation as per client preference.
• Data Entries into QuickBooks for several clients – to assist the accounting team
• Scanning all documents to Onvio system
Florida Career College, West Palm Beach, FL 08/19 – 02/20 Admissions Rep
• Responsible for skillful knowledge relating to admissions enrollment process, for Diploma programs, Associate degrees.
• Able to perform excellent career consultations and motivated students to take action regarding their career goals.
• Directed students through admissions process with one-on-one follow up to ensure successful completion of the enrollment process in ful illment of monthly deadlines.
• Communicated and worked effectively with in-house customers such as the inancial aid departments, academics and the registrar of ice.
• Assisted in training new hires on how to conduct an effective career consultation resulting in enrollment to start percentages.
Koutoulas & Relis, LLC Plantation, FL 08/18 – 08/19 Administrative Assistant
• Secretarial duties which include scheduling appointments, answering phones, assisting the partners, other admins and staff with anything needed to complete their tasks.
• Processing credit card payments and posting bank deposits & credit card payment to system and client pro ile. Update A/R & A/P daily
• Correspondence to Internal Revenue Service, Florida Department of
• Revenue and other State Agencies on behalf of client’s tax issues.
• Preparation of Tax Returns (1120S, 1120, 1065,1040, 5500, 1041)
• Preparation of Quarterly & Yearly Payroll Returns (941, UCT-6, 940, W-2’s, 1099’s)
• Filing of Extensions
• Organize and maintain all client iles up to date & return original documentation
• Scanning all documents to EFC system
Roy Jorgensen Associates, Inc. Davie, FL 12/17 – 08/18 Project Coordinator
• Support supervisors and project managers with support for the Road Rangers and maintenance team of Broward and I-595 Projects with scheduling work on the roadways, (I- 95, I-595, SR-84, I-75), ordering and supplying them with their PPE, input of their timesheets,
• Assisted HR with timesheet reports weekly and supporting them with any documentation needed upon new hire or update to personnel iles.
• All administrative duties of the of ice, answering phones, corresponding with complaints and request from FDOT to ix and comply with contract request and requirements
• Assist the safety team with all worker compensation claims and keeping all records up to date and current.
• Assist all departments (road rangers, maintenance, bridge and structures, regional and corporate of ices) with administrative duties as required.
• Notarizing documents, keeping employees’ iles current with all licensing documents and certi ications needed, etc.
• Assisting the corporate of ice with all invoicing information
• Preparing expense reports for supervisors as needed and submitting to corporate of ice for reimbursement
Moore & Company, CPA Pompano, Beach, FL 09/04- 09/17 Of ice Administrator/Notary
• Secretarial duties which include scheduling appointments, answering phones, assisting the partners with anything needed to complete their tasks.
• Assisted Partners of the irm with production of monthly, quarterly, and annual inancial statement reports
• Billing & Collections, A/R & A/P
• Responsible for daily bank reconciliations.
• Managed all of ice interactions with staff
• Correspondence to Internal Revenue Service, Florida Department of
• Revenue and other State Agencies on behalf of client’s tax issues.
• Preparation of Tax Returns (1120S, 1120, 1065,1040, 5500, 1041)
• Processing payroll for several clients
• Preparation of Quarterly & Yearly Payroll Returns (941, UCT-6, 940, W-2’s, 1099’s)
• Filing of Extensions
• Scanning all documents to make of ice paperless
EDUCATION:
Everest University, Pompano Beach
Accounting
TECHNICAL SKILLS:
Pro icient in Windows applications including: Microsoft Word, Excel, PowerPoint, Word Perfect, Adobe Acrobat, Crystal Reports, Outlook, Outlook Express, Lacerte Tax Program, Lacerte DMS Program, Easy Accounting, Ultra Tax CS, QuickBooks, W-2 Mate, Professional Series, Dazzle, ProSystem fx Practice, JAMMS system, JDE, FDOT system (LCIS), Practice, EFC, Practice Billing, ADP
& Paychex payroll system, EFC Paperless Document control, SurePayroll, Teams, Dropbox and Thompson Reuters software for audits.
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