Agnieszka Koszyk
H&r Block Tax Svc
Waukegan,IL
16
years of professional experience
Accomplished Senior Tax Specialist with a proven track record in tax compliance, advisory services, and strategic planning, ensuring maximum client savings and satisfaction. Strong background in accounting managing payables and receivables utilizing Quickbooks.
Work History
Senior Tax Specialist
2 Years 5 Months- Developed strong relationships with clients by offering personalized advice tailored to their specific needs.
- Prepared and reviewed individual and business tax returns for accuracy and completeness.
- Achieved timely tax filing by managing the preparation and submission of federal, state, and local tax returns for clients.
- Responded promptly to official tax notices, ensuring compliance and minimizing potential penalties.
- Reduced audit risks by conducting thorough research on complex tax issues and providing accurate guidance to clients.
Accounting
10 Months- Managed accounts payable functions, streamlining vendor communications and payment processing.
- Processed invoices and matched them with purchase orders, ensuring accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Managed accounts receivable. Reviewed accounts to assess aging and pursue collection of funds.
- Posted customer payments by recording cash, checks, and credit card transactions.
- Assisted with bi-weekly payroll for over 40 employees, ensuring timely and accurate processing of compensation.
Accounting
5 Years 8 Months- Handled accounts receivable and accounts payable transactions. Approved and paid invoices.
- Assisted in month-end closing procedures.
- Prepared bank deposits
- Maintained payroll information by calculating, collecting, and entering data.
- Updated employee files. Verified timekeeping records.
- Assisted new hires with onboarding paperwork for direct deposit setup, tax forms, and benefit enrollment to ensure compliance.
- Assisted in benefits administration, addressing employee inquiries and resolving issues.
- Assisted in an audit by providing documentation and responding to inquiries from external auditor.
Education
MBA - Accounting And Finance
Skills
Tax compliance
Tax research
QuickBooks Desktop
Invoice processing
Payroll processing
General ledger entries
Bank statement reconciliation
Timeline
Senior Tax Specialist
H&r Block Tax Svc
01.2024 - 06.2026Read More
Accounting
ABCOMRENTS
09.2015 - 07.2016Read More
Accounting
Rentfusion, Inc.
01.2010 - 09.2015Read More
University of Illinois At Chicago
MBA from Accounting And Finance
Read More