Operations & Workflow Specialist | U.S. Tax Admin | Client Account Management

I don't just manage tasks — I streamline your operations, support your clients, and keep your business running smoothly.

What I Can Do:
Operations & Workflow Management
Administrative & Email Support
Client Account Management & Coordination
Research & Data Management
Social Media Support
Content Creation (Canva, CapCut)

Profile Summary:
Operations and workflow professional with a strong track record across U.S. tax administration support, business management, and financial operations. I bring hands-on experience managing end-to-end client cases for U.S.-based clients, from onboarding through resolution, including IRS notice reviews, tax resolution documentation, and direct support to senior leadership in fast-paced, compliance-driven environments.

Beyond tax and admin work, I've led business operations as a center manager, overseeing daily operations, workforce planning, P&L reporting, supplier relationships, and staff training. My accounting background spans bookkeeping, payroll, account reconciliation, and managing portfolios of 2,000+ client accounts, giving me a solid foundation in financial accuracy and reporting.

I'm known for building systems that stick, including workflow trackers, TaxDome task management, and centralized databases, that improve team coordination and efficiency. Whether handling high-volume email, coordinating with international partners, or keeping sensitive client data secure, I bring reliability, discretion, and a drive for continuous improvement to everything I do.

Tools & Platforms I Use:
Microsoft 365 | Google Workspace | TaxDome | ProConnect Intuit

Content & Design Tools:
Canva | CapCut

Certifications:
Xero Certified Associate Level 1 | 2026
Xero Certified Professional Level 2 | 2026
QuickBooks Online Accountant Certification | 2026

Currently Expanding Into: Trello | Asana | Notion | HubSpot