Madison Minner: Client Coordinator in Villa Park, CA
Madison Minner
Client Coordinator
Villa Park | United States
Skills
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Industries
Fashion
Lifestyle
Outdoor
Surf
Summary
Activity
Projects
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Work experience
Praetorian Advisors
Client Coordinator | 08/2013 - Current
+ Responsible for the coordination of over 500 client entities.
+ Primary contact between clients, brokerage firms and partners to make certain all tax needs are met in a timely and efficient manner.
+ Project-manage dozens of individual, partnership, limited liability corporations, S-corporations, and fiduciary entities to ensure all quarterly and year-end deadlines are met.
+ Generate various tax forms required by the Internal Revenue Service and Franchise Tax Board including W-2’s, W-4’s, and 1099’s.
+ Evaluation of accounts receivable by generating several reports which are analyzed daily, weekly and/or monthly to achieve optimum performance.
+ Manage and train interns and colleagues on various tax programs including Lacerte, Quickbooks, Billquick, and Office Tools Pro.
+ Receive client payments and process transactions.
+ Manage office events including annual holiday parties, employee work anniversaries/birthdays and end of season luncheons.
Education history
University of California, San Diego
Bachelors of Science | 2010 - 2013
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