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Katie Daniel

Katie Daniel

Tax Processor/Administrative Assistant

Followers of Katie Daniel508 followers
location of Katie DanielAustin, Texas, United States

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  • Timeline

  • About me

    Realtor at Compass

  • Education

    • Texas State University

      2006 - 2010
      Bachelor of Business Administration (BBA) Business Administration and Management, General

  • Experience

    • Ratliff & Jentho, CPAs

      Feb 2004 - Aug 2006
      Tax Processor/Administrative Assistant

      • Managed and organized in-flow and out-flow of client’s personal information• Assisted administrators and CPAs• Interacted daily with clients• Developed proficiency with Microsoft Office• Worked in QuickBooks Pro• Performed miscellaneous office administration

    • Scofield & Drake, CPAs

      Feb 2008 - Jun 2010
      Tax Processor/Administrative Assistant

      • Managed and organized in-flow and out-flow of client’s personal information• Assisted administrators and CPAs• Interacted daily with clients• Entered employee time in Timeslips• Experienced in Lacerte• Filled in for receptionist when needed• Worked with scanning equipment• Performed miscellaneous office administration

    • Jauregui Architecture Interiors Construction

      Mar 2011 - Sept 2011
      Executive Assistant

      • Assisted President in business and personal affairs• Assisted Vice President in Sales and Marketing department• Kept status updates of potential sale prospects• Composed pre-contract agreements• Assembled marketing material for prospects• Located and updated prices and dimensions for Interior Design department• Processed Accounts Receivables and Accounts Payables• Compiled Overhead Budget report and Percentage Completion report•Answered and directed phone calls• Supported office needs: ordered supplies, handled insurance, managed all cell phones, etc. Show less

    • Turnstyle Design, LLC

      Dec 2011 - Apr 2015
      Design Assistant

      • Assist Interior Designer in all aspects of day-to-day operations • Maintain social media outlets and blog website• Conduct a variety of product related research and procurement• Project management such as onsite operations, project timelines and several aspects of implementation• Vendor and supplier liaison• Client interaction and follow up• Product inventory management

    • Austin City Realty

      Mar 2013 - Nov 2013
      Realtor

    • Austin Portfolio Real Estate | Keller Williams Luxury Int'l

      Nov 2013 - Sept 2019
      Realtor

    • Nu Edge Realty

      Sept 2014 - Jul 2015
      Realtor

    • Compass

      Sept 2019 - now
      Realtor

  • Licenses & Certifications

    • Texas Real Estate license

      TREC
      Jul 2011

    • Real Estate Broker/Sales Agent

      Austin Board of REALTORS®
      Jan 2011