Alicia Montoya
El Paso,TX
Summary
Seasoned Tax Preparer and Bookkeeper with a proven track record at A & M Tax solutions and Arlington Equipment export sales. enhancing client satisfaction through meticulous tax preparation and robust financial record accuracy. Leveraged QuickBooks expertise and exceptional customer service skills to manage high-stress situations, achieving significant trust and loyalty. Demonstrates strong proficiency in GAAP principles and adept at fostering positive client relationships.
Overview
18
18
years of professional experience
Work History
Tax Preparer
A & M Tax Solutions
01.2024 - Current
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Bookkeeper
Arlington Equipment Export Sales
04.2011 - Current
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Handled payroll processing for employees, ensuring timely payment and adherence to tax regulations.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Established QuickBooks accounting system to reflect accurate financial records.
Customer Service Representative
Dish Network Corp
01.2010 - 04.2011
- Handled customer inquiries and suggestions courteously and professionally.
- Managed high-stress situations effectively, maintaining professionalism under pressure while resolving disputes or conflicts.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Resolved customer complaints with empathy, resulting in increased loyalty and repeat business.
- Answered constant flow of customer calls with minimal wait times.
Cashier
Home Depot
11.2006 - 01.2010
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Worked flexible schedule and extra shifts to meet business needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Assisted customers with returns, refunds and resolving transaction issues.
Education
BBA - Accounting
The University of Texas At El Paso
El Paso, TX12.2021
Skills
- Bookkeeping
- Invoice Processing
- Bank Statement Reconciliation
- Accounting and bookkeeping
- Quickbooks
- Tax Preparation
- SAP
- GAAP principles
Languages
Spanish
Native or Bilingual
Timeline
Tax Preparer
A & M Tax Solutions
01.2024 - Current
Bookkeeper
Arlington Equipment Export Sales
04.2011 - Current
Customer Service Representative
Dish Network Corp
01.2010 - 04.2011
Cashier
Home Depot
11.2006 - 01.2010
BBA - Accounting
The University of Texas At El Paso
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