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Mar, 2024 - Present • 2 yrs 7 mos - Full time
Provide direct administrative support to tax accountants, scheduling meetings and managing client communications.
Greet clients, answer and transfer their calls, and assist them with anything they may need.
Electronically file tax returns with the IRS and track their status to ensure timely acceptance.
Handle sensitive financial and tax-related documents with strict confidentiality and care.
Control and organize incoming faxes, mail and email correspondence, maintaining a streamlined digital workflow.
Monitor payments received from clients and enter them into the internal system; follow up with clients with outstanding payments to ensure timely and accurate collection.
Support firm-wide operations in a 100% remote environment, demonstrating autonomy, proactivity, and attention to detail.
Work with various platforms, including CRM platforms, Bookkeeping, UltraTax, Practice, Stripe, ShareFile, SafeSend, among others.
Feb, 2022 – May, 2023 • 1 yr 4 mos - Full time
Managed translation projects from start to finish, communicating with clients and coordinating remote teams.
Oversaw budgets and tracked expenses to ensure financial efficiency.
Ensured accurate and timely translations by facilitating smooth communication between internal teams and freelance linguists.
Conducted detailed proofreading, correcting vocabulary, grammar, and punctuation issues in multilingual content.
Mar, 2018 – Feb, 2022 • 4 yrs - Full time
Managed international logistics and calendar coordination for executives and teams.
Communicated with Chinese suppliers, ensuring timely deliveries and contract compliance.
Provide support with daily administrative tasks, such as welcoming clients, answering phone calls, responding to emails, coordinating and scheduling meetings, among others.
Sep, 2017 – Jun, 2022 • 4 yrs 10 mos - Freelance
Provide excellent customer service, both in-store and through WhatsApp, email, and social media.
Oversee daily store operations, such as managing inventory, communicating with suppliers, handling product shipping and delivery, processing order payments, among other tasks.
Managed social media platforms and online product listings to increase visibility and sales.
Coordinated nationwide shipping and built relationships with logistics partners.
Oversaw financial reporting and contributed to business strategy decisions.
Degree: Bachelor's Degree • Apr, 2018 – Dec, 2023
English to Spanish Translator
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