1. SUSAN J. HOFFMAN
1777 PINE STREET, #211 ▪ SAN FRANCISCO, CA 94109
CELL: 415.350.0422 ▪FAX: 415.520.0842 ▪ EMAIL: SUSANJHOFFMAN@YAHOO.COM
DATABASE / RECORDS ADMINISTRATOR
Meticulous Database / Records Administrator who undertakes complex assignments, meets tight deadlines and delivers
superior performance. Promotes process improvement, strong problem solving techniques presenting technical
information. Qualified focus with database management, data maintenance, attention to information detail and security
policies. Technology implementations, organizational development, operational efficiencies, change management and
continuous process improvement, staff hiring, training, enablement and development Partnership development and
customer success.
PROFESSIONAL EXPERIENCE
BUSINESS LICENSE SPECIALIST (CONTRACT POSITION) November 2015 to February 2016
Gymboree Corporation ‐ San Francisco, CA
▪ Prepared business license applications and renewals (including gross receipts based) for over 1,000 stores.
▪ Maintained scheduling calendar for business licensing to ensure timely payments.
▪ Assisted in the renewal of corporate licenses, annual reports and other one‐off projects.
TAX ADMINISTRATIVE SUPPORT November 2012 to April 2015
DZH Phillips, LLP – San Francisco, CA
▪ Staff Scheduling ‐ Managed over 2500 tax client projects scheduling with 18 staff members, Increasing first year
staff realization by 17%. Worked in conjunction with Audit department to schedule shared staff, increasing
productivity
▪ Managed tax department project scheduling; review of due date lists with tax partners/managers; coordinate staff
schedules; direct department scheduling meetings; status of projects
▪ Provided project reports to tax managers as Assurance projects came due, increasing staff utilization
▪ Efiling Coordinator
▪ Established database infrastructure for CCH/Practice Management/Project Tracking ‐ Researched all project types
and verified all due date requirements based on tax return type and fiscal year end prerequisites. Studied staff
functions to substantiate project function requirements to manage transfer of data/project types from TaxFlow to
Project Tracking
▪ TaxFlow Database Management (current project tracking software)
▪ Department Training organization
▪ New Hire Orientation
▪ New Client Set‐up ‐ Pro‐systems Client Set‐up, Engagement Binder for tax documents, set‐up. Project task set‐up
for tracking due dates/client deadlines.
▪ Deactivated Clients ‐ TaxFlow/Project update, Inactivate Engagement Binder for tax documents, update Pro‐
systems client information updates.
▪ Sureprep Administration
▪ Department Duties ‐ Set‐up Department Meetings, other duties as determined by Department Head.
ASSOCIATION ADMINISTRATOR September 2010 to November 2012
TMASF Connects; San Francisco, CA
▪ Maintained organizational database.
▪ Financial Reporting (including accounts payable and member fee receivables)
▪ Human Resources management (New Hires; payroll record, payroll processing)
▪ Negotiated with vendors and managed operating tools (both online and print)
▪ Facilitated/researched and assisted in implementing all new technical upgrades and modifications

2. TAX ADMINISTRATOR March 2001 to April 2010
Burr Pilger Mayer, Inc.; San Francisco, CA
▪ Organized department procedures/processes
▪ Negotiated with vendors and managed all tax department library research tools (both online and print)
▪ Manage Computer/IT systems, and department Intranet site
▪ Assisted with tax employee transitions (New Hires/Departures)
▪ New tax partner liaison
▪ Trained new administrative assistants
▪ Originated utilization of tax staff programs during staffing fluctuations
▪ Assisted other offices as needed with staff utilization planning and reports
▪ Coordinated firm wide tax department administrative projects
▪ Managed tax department project scheduling; review of due date lists with tax partners/managers; coordinate
staff schedules; direct department scheduling meetings; status of projects research
▪ Managed tax department client project scheduling
▪ Provided project reports to tax managers as Assurance projects came due, increasing staff utilization
▪ Established firm wide return standards and manage processes with all offices, to include ‐ Default returns;
Billing update; annual roll‐over; new client set‐up; Deactivated clients; Office Group, management; client
number matching between time/billing and Pro‐systems.
▪ Facilitated/researched and assisted in implementing all new technical updates firm wide
▪ Imported/restored new client pro‐systems files, and assisted with any technical issues as requested by IT.
▪ Generated conversions from other software to Pro‐Systems
SOFTWARE PROFICIENCIES
▪ Microsoft Systems: CRM; Excel; Word; Outlook; PowerPoint; Access; Visio; SharePoint
▪ CCH Products: Pro‐Systems FxTax; Epace; Practice Management; Intelliconnect
▪ Thomson Reuters: RIA Checkpoint; Go File Room (Document Management System)
CCH/ PRO‐SYSTEMS FX TAX ADMINISTRATOR
 Established firm wide return standards and manage processes with all offices, to include ‐ Default returns;
Billing update; Annual Roll‐over; new client set‐up; Deactivated clients; Office Group management; client
number – matching between Time/Billing and Pro‐systems.
 Facilitated/researched and assisted in implementing all new technical updates firm wide
 Imported/restored new client pro‐systems files, and assisted with any technical issues as requested by IT
 Generated conversions from other software to Pro‐Systems
THOMSON REUTERS/GO FILE ROOM ADMINISTRATION
▪ Member Go File Room Implementation Team
▪ Worked with supervision team to research, facilitate and put into practice innovative technical updates
▪ Organized utilization of GFR Information Tab for departmental scheduling/staff utilization
▪ Coached team through GFR management reports, quality control organization functions and software updates
▪ Assisted with any technical issues as requested by the IT Department
EDUCATION
 University of Georgia, Political Science
 University of Phoenix, Business Management