Angelina Appiah
Operations & Administration Steward
Operations and administrative support professional with experience across public accounting, family office, higher education, and nonprofit environments. Former tax supervisor with deep visibility into high-volume, deadline-driven workflows and cross-team coordination. Strengths include engagement coordination, document control, deadline tracking, scheduling, and billing/AR support.
Competencies
Core Operations:
- Practice operations support & workflow coordination
- Engagement coordination and status tracking
- Deadline management, deliverable calendars, and follow-up
- Document control, records management, and file organization
- Meeting coordination, agendas, notes, and action-item ownership
Client & Billing Support:
- Client service coordination and communications support
- Invoice preparation support, billing coordination, and AR follow-up
- Request lists, intake support, and information gathering
- Quality checks for completeness, accuracy, and formatting
Strengths:
- High confidentiality and discretion
- Structured execution, clear handoffs, and dependable follow-through
- Detail accuracy, consistency, and process improvement mindset
Systems Proficiency:
- Microsoft 365 (Outlook, Excel, Word, Teams)
- Adobe Acrobat
- QuickBooks Online
- CCH Axcess & CCH ProSystem fx
Experience
Best suited for well-scoped roles with clear ownership and handoffs, where accuracy, discretion, and steady follow-through are essential. Where calm, structured execution can be brought across workflows to keep timelines visible, documentation organized, and communication maintained.
Note: Employer names are listed on the resume and available upon request.
Note: Employer names are listed on the resume and available upon request.
Private Family Office
Tax Supervisor (Trusts / Individuals / Foundations)
Supported confidential trust and individual work with an operations-first approach—coordinating document intake and request lists, maintaining deliverable calendars, and ensuring clean handoffs between internal teams and external advisors. Owned document control and workflow tracking (open items, deadlines, approvals), escalated blockers early, and maintained organized, audit-ready records to support consistent delivery and predictable cadence.
Supported confidential trust and individual work with an operations-first approach—coordinating document intake and request lists, maintaining deliverable calendars, and ensuring clean handoffs between internal teams and external advisors. Owned document control and workflow tracking (open items, deadlines, approvals), escalated blockers early, and maintained organized, audit-ready records to support consistent delivery and predictable cadence.
Mid-Atlantic CPA & Advisory Firm
Senior Tax Associate
Coordinated engagement intake and deliverable packaging while maintaining deadline trackers, open-item follow-ups, and reviewer-ready workpaper organization. Served as a primary coordination point for scheduling, document requests, and completeness checks—reinforcing naming conventions, timeline discipline, and smooth handoffs across team workflows.
Coordinated engagement intake and deliverable packaging while maintaining deadline trackers, open-item follow-ups, and reviewer-ready workpaper organization. Served as a primary coordination point for scheduling, document requests, and completeness checks—reinforcing naming conventions, timeline discipline, and smooth handoffs across team workflows.
Top-8 National CPA & Advisory Firm
Experienced Tax Associate
Managed secure document intake and file organization, assembled standardized workpapers, and tracked follow-ups to keep engagements moving on schedule. Supported a government contract engagement by organizing request lists, evidence, quality checks, and status reporting—contributing to an accelerated timeline (approximately 12 months of work completed in 5 months).
Managed secure document intake and file organization, assembled standardized workpapers, and tracked follow-ups to keep engagements moving on schedule. Supported a government contract engagement by organizing request lists, evidence, quality checks, and status reporting—contributing to an accelerated timeline (approximately 12 months of work completed in 5 months).
Nonprofit Arts & Music Education Organization
Accounting Coordinator
Managed bookkeeping support, payroll coordination, reconciliations, and routine reporting with strong accuracy and record retention. Monitored 140+ customer accounts and supported billing/invoicing and administrative operations, including customer service, training coordination, and basic website updates.
Managed bookkeeping support, payroll coordination, reconciliations, and routine reporting with strong accuracy and record retention. Monitored 140+ customer accounts and supported billing/invoicing and administrative operations, including customer service, training coordination, and basic website updates.
Public Higher Education Institution (Health Admissions)
Administrative Support Assistant II
Supported a high-volume allied health admissions cycle with strong accuracy and confidentiality. Assisted in preparing and processing 1,500+ applications per cycle, researched and entered data into college systems, and maintained confidential records and files. Led updates to public online admissions guide documents to support ADA accessibility compliance.
Supported a high-volume allied health admissions cycle with strong accuracy and confidentiality. Assisted in preparing and processing 1,500+ applications per cycle, researched and entered data into college systems, and maintained confidential records and files. Led updates to public online admissions guide documents to support ADA accessibility compliance.
Operational Impact
Known for disciplined follow-through, strong attention to detail, steady deadline execution, clear communication, and a genuinely positive attitude that people enjoy being around.
Education
University of Maryland (B.S. Accounting)
Major: Accounting. Minor: Business Administration. Cum Laude honors.Leadership School Formation (10-12)
Formation grounded in “Leadership, Honor, Courage” and whole-person development.Catholic School Formation (K-9)
Values-centered education integrating service, discipline, character development, and community.
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