Rosemarie Bourquin

Rosemarie Bourquin

Administrative

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  • Timeline

  • About me

    Tax Processing Specialist II - Firm Support Services at Forvis Mazars US

  • Education

    • Nassau Community College

      1987 - 1989
      Associate of Arts and Sciences (A.A.S.) Business Administration and Management

      Associate Degree in Business Administration

  • Experience

    • Horan, Martello, Morrone, P.C.

      Sept 1989 - Jul 1992
      Administrative

      All administrative functions

    • Silberdick & Peritz, LLP

      Aug 1992 - Jan 1999
      Administrative

      Firm merged with Mazars USA LLP in January 1999All administrative functions Assisting partners with day to day functionsManaged and operated various tax programs BillingProcessing and preparing 1099's and W-2'sPreparation of financial statements

    • Mazars USA LLP

      Jan 1999 - Jun 2024
      Tax Administrative/Administrative Support

      Provides operational administrative support to the tax department that optimizes efficiency, organization and client satisfactionWorks independently with limited supervision as well as working cooperatively with all levels of management and employeesTech savvy with the ability and desire to embrace necessary software applications Proven ability to work in a high-volume, deadline driven environment and handle multiple projects while prioritizing, planning and organizing projects simultaneously Collate and process client tax returns, extensions, estimates, coordinate delivery via portal, SafeSend returns, Mail, Fedex, MessengerMonitoring of CCH Axcess client portal (uploading and downloading) client documents to portal, notifying team members in a timely mannerTeam player to assist in all deadlines, ability to work with staff across multiple departments and meet time sensitive deadlinesMulti-tasking in an extremely fast paced environmentPro-active self-motivated, enthusiastic with a positive "can do" attitudePrepare correspondence, financial statements, engagement letters, proofread and format documents when requiredProfessionally interact and effectively communicate with partners, managers and staffMailroom coverage as needed Show less

    • Forvis Mazars US

      Jun 2024 - now
      Tax Processing Specialist II
  • Licenses & Certifications

    • Notary Public

      New York