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Client Coordinator

Administration & Clerical

Energetic client coordinator with proven success in project management, tax preparation, and office management. Passionate people person with a desire to learn event planning. Detail oriented with a meticulous and rigorous approach to project coordination. Relentless problem solver that enjoys collaborating with others in a creative environment. I hope to use my project coordination and customer service skills to shift careers and gain experience as a marketing brand ambassador.


+	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.

Find out detailed information about Madison Minner, Client Coordinator in Villa Park, CA

Madison Minner: Client Coordinator in Villa Park, CA