ISABELLA LEZAMA

Assembly of tax returns - 1040, 1120S, 1120, 1041, 990
Look for diagnostics and rejections, and send the project back to the account manager if changes to tax returns are needed
E-file tax returns for all personal and business accounts
File paper returns with the IRS
Scan all documentation and tax records into the Office Tools workflow
program
File extensions for tax returns
Work closely with account managers to meet IRS deadlines
Navigate the Lacerte tax program, confidential and highly sensitive material
and data including: client engagement letters, credit card and financial
information, social security numbers, bank information, EIN's etc.
Communication with clients via email, phone and in person
Sending engagement letters to all personal and business clients via
DocuSign
Creating an SOP for assembly of tax returns
Assisting HR with hiring new employees for the administration
department
Processing payments via CPA charge and checks, posting payment to
accounts
Point of contact for all administrative staff

Training administration staff via zoom, over the phone or in person for all
offices
Supervising admin department at North Palm Beach office and ensuring all
projects are completed efficiently
Addressing any issues that may arise within the department, account
managers and client complaints
Assisting clients with navigating DocuSign and Sharefile
Escalating client issues to that tax director
Ensuring all technical equipment is running for staff, communication with
IT department if entire office is affected
Maintaining organization and proper work flow for the tax department
Developed policies and procedures related to office administration
functions.
Assisted with office administration tasks such as filing paperwork or
entering data into computer systems.
Created policies and procedures related to office administration including
filing systems and document control processes.
Assisted in developing long-term plans for office administration
operations.
Ensured compliance of company policies in all areas of office
administration.
Trained new hires on proper use of office equipment and computer
programs.
Filed documents in accordance with office filing system requirements.
Maintained records and personnel files to drive administration and office
support.
Maintained an organized inventory of supplies in the office area.

Assisting staff accountant with imputing and charging for tax payments
such as sales tax
Input write ups in Accounting Xpert software for monthly, quarterly or on
demand clients
Double checking books are balanced before handing them back to our CPA
Printing financial reports i.e balance sheets, financial statements while
maintaining confidentiality
Importing data through our accounting software via quick books import
and closing for fiscal year ends
Scanning and sending documents through secure email via outlook
Sending documents for signature on Rightsignature
Assisting payroll in month-end inputs and entering transactions using
Accounting CS program
Printing checks for payroll
Assisting staff accountant with uploading bank records to client data
folders using Sharefile
Assisting clients who are requesting copies of tax forms I.e W-2, Tax
returns, quarterly wage statements etc using FileCabinet CS program
Assisting our CPA with E-filing tax returns and viewing accepted/rejected
returns
Assisting staff accountant with excel sheets using pivotal tables and filters
for Sales Tax reports and making payments on behalf of client to Florida
Department of Revenue
Answering phones, scheduling appointments and directing phone calls to appropriate personnel
Greeted visitors in a professional manner, responding to inquiries and
directing them to appropriate personnel.

Greeted visitors in a professional manner, responding to inquiries and
directing them to appropriate personnel.

Billing department: sending bills to all clients via mail/email, apply and
processing all payments
Running reports for Accounts Receivable and getting payment for any past
due accounts
Removing off the schedule and flagging accounts that are past due
Communicating with other company team members/clients via phone or
email
Billing high volume accounts and reconciling any misapplied payments
Scheduling service calls, filing cancellation forms, communicating with
management in regards to new leads or any missed payments
Answering phones and directing phone calls
Main department was billing, maintaining organized invoicing and being
time efficient with billing each client after all services have been completed

Opening the day consists of preparing schedules and room assignments for
all therapist, and esthetician's, turning on all equipment for staff
Answering Telephones
Training New Staff
Event Coordinating
Scheduling and Confirming Appointments
Assisting Management with Inventory
Maintain organization
Communicating with Beach and Spa Attendants regarding the work day
Serving champagne upon check in
Escorting guest to the appropriate area and informing guest of all
amenities
Tour new guest, serve spa lunch (handle food) check in/out and up
sell our retail products
Money Handling

Reviewing Resumes
Setting Target Goals and Quotas
Scheduling Candidates to Interview with the Hiring Manager
Maintaining a High Call Volume of 100 + calls per day
Calling and Pre-Screening Candidates that applied for open positions

Answering phone calls for Worldwide Companies (High Call Volume
Environment)
Data Processing
Customer Service
Schedule and Dispatch Dental and Medical companies
Dispatching messages to the appropriate personnel

Palm Beach State College
Associate degree in Business Administration
03/2026

St. Lucie West Centennial High School | Port Saint Lucie, FL
High School Diploma
05/2015