Karen Caprio
Citrus Heights
Summary
Personable administrative professional dedicated to cultivating positive client, staff and management connections. Highly-developed communicator with outstanding skills in complex problem-solving and conflict resolution. Expertise in resource allocation and schedule management.
Overview
10
10
years of professional experience
1984
1984
years of post-secondary education
1
1
Certification
Work History
Administrative Assistant
High Street Accounting
Citrus Heights
11.2022 - 02.2026
- Managed client appointments and scheduling for tax preparation services.
- Organized and maintained confidential client documents and records.
- Assisted in preparing tax returns using specialized software tools.
- Conducted client follow-ups to gather necessary documentation for filings.
- Provided administrative support during peak tax season for increased productivity.
- Communicated with clients regarding service options and appointment confirmations.
- Answered phone calls and emails to provide information, resulting in effective business correspondence.
- Handled confidential documents in an organized fashion according to established protocol.
Administrative Assistant
Johnson And Associates Tax Service
Monterey
03.2016 - 04.2020
- Managed client appointments and scheduling for tax preparation services.
- Organized and maintained confidential client documents and records.
- Assisted in preparing tax returns using specialized software tools.
- Provided administrative support during peak tax season for increased productivity.
Education
Winters High School
Winters, CASkills
- Tax Preparation
- Preparing Documents
- Inputting Information from Clients
- Building Client Relationships
- Answer Phones
- Mailing Forms to Clients
- Some Bookkeeping
- Gathering information from Clients
- Reminding Clients of Deadlines
- General Office Duties
Certification
- Intuit Tax Level One
- PTIN
Timeline
Administrative Assistant
High Street Accounting
11.2022 - 02.2026
Administrative Assistant
Johnson And Associates Tax Service
03.2016 - 04.2020
Winters High School