Leigh Ann Chronister
Executive Assistant
- Role
- Financial Assistant at Robert Half
- Location
- Danville, CA, US
- LinkedIn followers
- 500 followers
About Leigh Ann Chronister
Unique experience includes supporting both corporate executives and government…
Experience
Financial Assistant
Feb 2023 — Present · Walnut Creek, CA, US
Full cycle tax seasons, including extensions: preparing tax organizers and processing,following-up for missing information, e-filing, shipping, account invoicing and collections. Creation of client portals, organizing and scanning tax documents into CCH Axcess system. Accounts Receivable, Accounts Payable, banking, nightly deposits, reconciliation,client payment plans. Creating instructional guides for shareholders and admins managing databases to login, search, populate, or extract information for individualized reports. Maintaining contracts, editing legal documents, saving Firm money by updatingwebsites, designing stationery and marcom. Database entry, filing financial statements online, proofing reports, assemblingpresentations, preparing quarterly statements for investors, and expensereports. Sales support including vetting leads, email blasts, Client Appreciation events.
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