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.
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.
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.
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).
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.
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.

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.
  • Valerie C.
    "Angelina is a great asset to our office. She comes to work prepared to do her job and is able to manage efficiently during peak workloads when the office is especially busy with admissions. She is always pleasant in responding to phone, emails and walk-in inquiries."
    Valerie C.
    Public Higher Education, Health Admissions Supervisor
  • Terrell O.
    "Angelina assisted me on multiple jobs throughout the course of the SLG (State and Local Government) industry opportunity season and she was a pleasure to work with. She completed her tasks in a time-effective manner, she provided detailed status emails on assignments she wasn't able to finish and asked thoughtful questions showing she took all assignments given to her seriously. Her contributions to the various engagements she assisted me on cannot be understated!"
    Terrell O.
    CPA Firm, Audit
  • Susan K.
    "Angelina was a wonderful addition to the tax group last summer, and am excited to have her as part of the team for this busy season. She is eager for work and strives to complete projects as fully as she can, and asks good questions...She takes good notes, listens to what you are telling her, and follows up timely and again with good questions...In conclusion, I want to thank Angelina for her hard work, eagerness and can do attitude..."
    Susan K.
    CPA Firm, Tax
  • Scott M.
    "Angelina's writing is prompt, clear and complete. Angelina has written several ScreenSteps articles, some draft correspondence, correspondence with outside accountants, status updates and review comments with confidence in ths past cycle."
    Scott M.
    Private Family Office, Tax and Professional Services
  • Praedian M.
    "Miss Appiah is an amazing light to the world. She’s an example of the focus and commitment that builds lasting habits/culture. Observing her work ethic work has been both inspiring and inspirational. She’s a unique personality that you’d love to partner with."
    Praedian M.
    Associate
  • Nome I.
    "I met Angelina along with Nancy U. at the CLA leap training in Minnesota recently. We connected quickly after learning that we work in the same state. They were always up for fun activities, they shared important information with me whenever they got it and they had my back. My training experience was much better because I had them by my side."
    Nome I.
    CPA Firm, Audit
  • Nikki K.
    "Angelina is always full of such positive vibes and always so nice to everyone! I know I have a friend on the tax side. I love seeing her because her great energy rubs off on me! Angelina is amazing!"
    Nikki K.
    CPA Firm, Audit
  • Nancy U.
    "Angelina is great to work with! She is super organized; I cannot count the times I've digged through my emails for her desk manuals on how to do certain things like filing MD PPTs online, dynalinking, etc. She goes above and beyond by sharing with the team and this is very helpful, especially in the middle of busy season when there isn't much time to research on our own! I've recently been working on tax returns that she prepared the prior year, and I love seeing her documentation on where numbers are being pulled from and where the info should be entered on the tax return. Not many people practice good workpaper documentation, so Angelina is definitely ahead of the game here!"
    Nancy U.
    CPA Firm, Audit & Tax
  • Mark W.
    "I have only known Angelina Appiah for a short time, but in that time, I have experienced a student who has a positive outlook on life that is contagious. She has exhibited a kind spirit to everyone who crossed her path."
    Mark W.
    Public Higher Education, Business Department
  • Lois S.
    "...I can, however, describe her excellent work ethic for the past three years while she has been employed as a part-time administrative assistant in our busy office. Angelina has successfully juggled her college classes, part-time work at another business office, and her 19-hour-per-week position in the School of Health Professions Admissions Office. She was always on-time and arrived ready to work. She very quickly mastered our two separate information systems, one for the college and another for our admissions processes. She learned the admissions requirements for 14 different programs and their several variations and was able to respond accurately to student inquiries about any of the programs. She has observed the educational institution FERPA regulations and has safe-guarded personally identifiable information. During the COVID-19 Work from Home period, she continued to come into the empty, sanitized office one day a week to do her regular work of assembling admission folders for the applicants to our programs. Then, other members of the staff were able to come in on separate days to collect the folders and continue the Work from Home admissions work that is our primary function. During her final months with us, while at home most of her work hours, Angelina has updated and done significant editing to the manual that details her front desk work so that the office may use the manual for future training. Angelina has been a valuable, productive member of the office team..."
    Lois S.
    Public Higher Education, Health Admissions Former Director
  • Kimberly P.
    "Thank you for working with the [government engagement] team in completing the data validations!! Your dedication and support helped the team meet deadlines and helped continue our great working relationship with the [client]."
    Kimberly P.
    CPA Firm, Audit
  • Justin W.
    "Angelina is a great worker. Very adaptive and smart woman. I would hire her."
    Justin W.
    Private Business, CEO
  • Jessica L.

    "Angelina did wonderful work to get us through the 9/15 deadline. She took charge on a partnership return (which is extremely complicated and last minute) and updated K-1s, workpapers, special allocations and really did an amazing all-around job.

    I COULD NOT have made it through without her. I’m very glad she’s a part of the team and I’m impressed by how quickly she picked up on their quirks as a client.

    ...Angelina has a great attitude and desire to learn and I'm looking forward to working with her on some clients this summer!"
    Jessica L.
    CPA Firm, Tax
  • Iffat A.
    "It was a pleasure working with Angelina. She has the perfect attitude towards learning."
    Iffat A.
    CPA Firm, Tax
  • Geof S.
    "Angelina was instrumental in helping the tax department meet the second busy season statutory due dates by completing her work on time and in an efficient manner."
    Geof S.
    CPA Firm, Tax
  • Dr. Erica D.
    "I highly recommend Ms. Appiah, without reservation. She is a superb student with an awesome personality that is both inspiring and contagious that makes her a joy to be around. She has a very bright future ahead of her. "
    Dr. Erica D.
    Public Higher Education, Physical Science Department
  • Dr. Rhonda A.
    "I am pleased to make a general recommendation of both character disposition, and skill for Miss Angelina Appiah in support and furtherance of her goals in achieving professional standing. I have known Angelina in the capacity of being under my tutelage as a Professor of Philosophy, and Advisor for the Society of Critical Thinkers for which Ms. Appiah served as the President, Treasurer, and Secretary. Assuming all of the duties simultaneously demonstrated Miss Appiah’s exceptional leadership and organizational abilities. It also reflects her willingness to serve. In the multiple capacities as referenced above, Angelina demonstrated the highest degree of detail, organization, administrative oversight, collaboration, and overall efficiency of skill in administering her duties as an organizational activist. She also maintained this same level of distinction in classes as a student of Philosophy. I am honored to recommend her highly for any position, or opportunity, whether academic or professional, as I have the confidence in her ability to excel competently."
    Dr. Rhonda A.
    Public Higher Education, Philosophy Department
  • Dave R.
    "It was an absolute honor to help Angelina along her career journey even just a little bit. I thank her for bringing her healing smile and refreshing attitude to class. What she has is very rare! It really made my teaching experience so much more enjoyable just for having her warmth in the class."
    Dave R.
     20-20 Services, Tax Instructor
  • Daniel S.
    "I have had the pleasure of working with Angelina during her service as a student organization leader in several different student organizations on campus... In these roles, Angelina worked to improve the campus community, to give feedback and improve practices, and to provide new initiatives and opportunities for students. In working with Angelina in this leadership opportunity, I am confident in saying that she would be a positive influence wherever life’s paths take her and to where she is passionate. When Angelina commits herself to something, she strives for excellence and gives what she has committed to her full attention. She works hard to ensure that she meets and exceeds expectations, and constructively takes feedback towards her own self‐improvement. In working with her, it was easy to see how Angelina is a caring and detailed oriented person. She takes her studies very seriously, but always ensures that she was well rounded and balanced her curricular responsibilities with those other responsibilities she has committed to. Angelina has consistently shown herself to be a dedicated student. She works hard to ensure both the success of herself as well as her peers both in a formal educational setting as well as through access to less formalized organizational opportunities. Additionally, Angelina has done a great job taking initiative and problem solving. She carries herself very professionally, and is willing to lend a hand wherever needed to ensure success wherever she is focusing her passions. Angelina has a large heart, is open to new experiences, is passionate about her studies and her education, cares deeply about others, and I am excited to see what she will be able to accomplish over her academic and professional career."
    Daniel S.
    Public Higher Education, Student Life Community
  • Christina T.
    "Angelina is one of the kindest, most genuine woman I’ve met since coming to Baltimore! Always smiling, positive, and helpful! Strives to learn. Reaches out to check up on you."
    Christina T.
    CPA Firm, Internal Operations
  • Caroline S.
    "Angelina did a great job with taking ownership of a partnership return. She has a wonderful attitude. As an associate, she still has plenty of technical tax to learn, but she is very willing and eager to do so. She was easy to work with and I appreciated her organization and communication. She is a hard worker and has a lot of potential as she continues to learn. She would do great at leading projects!"
    Caroline S.
    CPA Firm, Tax
  • Bronwyn L.
    "Angelina is a joy to work with! I have never felt more supported or appreciated by an administrator. She is prompt, organized, but doesn’t let that get in the way of her cheerfulness and making you feel like you are important to her. I am often surprised after texting a question to see a response from her within minutes of sending."
    Bronwyn L.
    Nonprofits Arts & Music, Violin Instructor and Violist
  • Brett J.
    "Angelina is very detailed oriented in her approach...Being detail oriented leads Angelina to have a very inquisitive attitude on what she is working on. This is a good thing. She asks good questions that let me know that she is not just trying to "punch the clock" - but wants to truly understand what she is doing, or learn a concept that she may not have encountered yet... Angelina is very good about communicating the status of her jobs, and is proactive in reaching out about meeting to discuss what's on her plate. I appreciate that she takes initiative to reach out, and does not wait around for the InCharge to get in touch with her first. She is very on top of her workload and I think this will serve her well in her first tax season... Angelina, frankly, is one of the most detailed communicators I have worked with - from checking-in, sending very detailed emails full of screen clips, bulleted items of questions, proactively reaching out, etc... I want to stress that I think the way Angelina communicates right now is not a bad thing. She wants to put her best foot forward and show how much she clearly cares about her work product and career... In summary - I am thrilled to have Angelina on our team. She has a very positive "can-do" attitude and is eager to get into whatever work is sent her way. She is a very hard worker that care deeply about her professional reputation and career. I am looking forward to working with her this upcoming tax season on some of my engagements..."
    Brett J.
    CPA Firm, Tax

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.