Abigail Klein
San Antonio
Summary
Recent accounting graduate with hands-on experience in tax preparation, payroll processing, and small business bookkeeping through work in a CPA-led tax office. Skilled in maintaining accurate financial records, supporting client compliance, and using tools like QuickBooks and Excel. Eligible to sit for the CPA exam and committed to ongoing professional development. Known for strong attention to detail, organization, and reliability.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accounting Associate
Harker and Associates Accounting Firm
02.2024 - Current
- Assisted in preparing individual and small business tax returns under the supervision of a CPA, ensuring compliance with federal and state tax regulations.
- Managed payroll processing for multiple clients, including calculating wages, preparing direct deposits, and filing payroll tax reports accurately and on time.
- Performed day-to-day bookkeeping tasks such as recording transactions, reconciling bank statements, and maintaining accurate financial records using QuickBooks and QuickBooks Online.
- Collected and organized client tax documents, verified information for accuracy and supported CPA in preparing returns promptly.
Team Member
Swig
08.2023 - 12.2024
- Delivered exceptional customer service, resolving order issues and managing custom requests efficiently.
- Maintained daily drawer balances and followed opening/closing procedures, reinforcing accountability and financial accuracy.
- Supported team efficiency by restocking inventory and preparing shift reports, contributing to smooth operational flow.
- Actively engaged with customers to understand their preferences, resulting in a 35% increase in sales of sodas and treats.
Deck Manager
D. Bradley McWilliams YMCA
06.2018 - 08.2023
- Supervised daily operations, staff schedules, and safety protocols for up to 15 lifeguards, ensuring consistent adherence to policies.
- Maintained accurate documentation of certifications, incident reports, and training logs, demonstrating strong record-keeping and attention to detail,
- Managed high-pressure situations calmly and effectively, practicing risk assessment and problem-solving.
- Collaborated with supervisors and other departments to coordinate swim classes and building organizational and teamwork skills.
Education
Bachelor of Science in Accountancy -
Utah Valley University
Orem, Utah08.2025
Associates of Science -
Lonestar Community College
Houston, Texas12.2021
Skills
- ATX tax software proficiency
- QuickBooks and QuickBooks Online
- Microsoft Office proficiency
- Payroll processing
- Accounting and bookkeeping
- Financial record keeping
- Tax preparation
- Professionalism and work ethic
- Team collaboration
- Attention to detail
- Bank reconciliation
- Data analysis
Personal Information
Certification
Microsoft Excel Expert
Alteryx Designer Core
Microsoft Power Platform
Timeline
Accounting Associate
Harker and Associates Accounting Firm
02.2024 - Current
Team Member
Swig
08.2023 - 12.2024
Deck Manager
D. Bradley McWilliams YMCA
06.2018 - 08.2023
Bachelor of Science in Accountancy -
Utah Valley University
Associates of Science -
Lonestar Community College
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