Marian Graham
Warrenton
Summary
Dynamic Administrative Assistant with proven success at Schuelen, Patchett & Edwards, P.C., excelling in tax return processing and client report preparation. Skilled in QuickBooks and office organization, I effectively retrieved over $17,000 in outstanding fees while enhancing operational efficiency through meticulous document management and meeting coordination.
Overview
35
35
years of professional experience
1
1
Certification
Work History
Administrative Assistant
Schuelen, Patchett & Edwards, P.C.
Warrenton
01.2024 - 06.2025
- Preparation of monthly productivity reports
- Assigning tax return preparation, processing and electronically filing completed tax returns
- Preparation of annual 1099 forms, county Business Licenses and Business Personal Property tax returns; Preparation of quarterly Payroll tax returns
- Preparation of client reports
- Provided collection contact with clients retrieving over $17,000 in outstanding fees in 6 months
- Set appointments for William T. Patchett, II
- Weekly retrieval of invoices including scanning, copying and storing for remote bookkeeper, printed completed checks, handwrote incidental checks and weekly deposits for 6 client properties
- Monthly bookkeeping for large client via QuickBooks
- Billing as necessary for three CPA’s
- Provided backup receptionist duties and answered client emails
Administrative Assistant
Fauquier County Parks & Recreation
Warrenton
08.2022 - 07.2023
- Prepare quarterly Board meeting agendas, prepare board book, schedule meetings to meet FOIA requirements, send packet to members, prepare meeting room for board, take notes and prepare Minutes, then post updates on the website using GovAccess.
- Prepare monthly We Need Bees committee meeting agendas, send FOIA notification and update members, set-up meeting room, compile meeting recording into Minutes and post new information on website.
- Prepared a Community Connection Plan which will serve as standards for future plans
- Prepared Board Manuals & Committee Manuals
- Gone through drawers of plans to remove those without trails
- Started going thru documents in Sharepoint to eliminate plan files without pertinent comments
- Began research to reach a National level of accreditation with CAPRA (Commission for Accreditation of Park and Recreation Agencies)
Office Manager/Network Administrator
Robert N. Franzoni, PC (CPA)
Warrenton
01.1990 - 06.2017
- Managed office documents including scanning documents and routing business correspondence.
- Placed orders for new office supplies based on demand and budgetary constraints.
- Reviewed documents for professionalism and accuracy.
- Processed financial documents for customers including tax returns, financial statements, journal entries and invoices.
- Automated office operations by standardizing frequently used forms creating network-wide macros and educating all company employees on how to implement and managing client correspondence, records, contracts and data communications.
- Trained workers while promoting service quality.
- Offered technical expertise to customers, administrative staff and business leaders to accomplish smooth business operations.
Education
Microsoft Certified Systems Engineer -
University of Mary Washington
High School Diploma -
Fauquier High School
Skills
- MS Sharepoint
- MS Office 365
- QuickBooks
- Adobe Acrobat Pro
- Cisco/Linksys routers
- Scanners and Laser Printers
- Photoshop
- Sketch Up
- Digital Filing Systems
- Firefox
- Chrome
- Technical support
- Workstation repair
- Network maintenance
- Databases
- CS UltraTax
- CS Practice
- Track1099
- Office organization
- Time management
- Meeting coordination
- Document management
- Tax return processing
- Report preparation
- Grammar
- Office supply management
- Task prioritization
- Office administration
- Microsoft
Certification
- Microsoft Office Specialist
- Copyediting and Proof Reading
Timeline
Administrative Assistant
Schuelen, Patchett & Edwards, P.C.
01.2024 - 06.2025
Administrative Assistant
Fauquier County Parks & Recreation
08.2022 - 07.2023
Office Manager/Network Administrator
Robert N. Franzoni, PC (CPA)
01.1990 - 06.2017
Microsoft Certified Systems Engineer -
University of Mary Washington
High School Diploma -
Fauquier High School
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