Skills
Google Workspace
10+ Years
Appointment Setter and Scheduler
1-2 Years
Notion
2-5 Years
Data Entry Accounting
1-2 Years
Microsoft 360
10+ Years
Autocad
2-5 Years
Tax Preparation and Compliance
1-2 Years
ProCore
6 Months to 1 Year
Canva (Basic Design & Visual Content)
2-5 Years
Experience highlights
Executive Assistant
Private Client
·
November/2024
–
Present
Assisted in the preparation of tax filing documents by organizing and reviewing client-submitted records for completeness. Collected, sorted, and maintained financial documents, including receipts, invoices, and supporting tax records. Scheduled client consultations and managed the calendar during tax season. Monitored filing deadlines and maintained a tracker for tax returns and client submissions. Assisted with the preparation of BIR forms and supporting documents under supervision.