Alyssa Jeanbaptiste
Goleta,CA
Summary
Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge with CCH Axcess and Engagement. Maintains ongoing training requirements and knowledge of latest tax changes and laws. Wanting to relocate.
Overview
5
5
years of professional experience
Work History
Tax Accountant
Palius, O'Kelley, & Janzen CPAs
06.2021 - Current
- Prepare individual and business tax returns, encompassing pass-through entities, corporations, nonprofits, fiduciary, multi-state returns as well as individual foreign filings.
- Foster effective client communication, delivering project outcomes, gathering essential data, and providing ongoing support to address inquiries and challenges.
- Formulate strategic tax planning solutions for individuals and businesses, strategically minimizing tax liabilities.
- Contribute to team development by providing guidance and training to new members and fellow preparers.
- Offer valuable support to clients by implementing bookkeeping solutions that enhance their financial and accounting practices.
- Facilitate project management by assisting with client onboarding and project logins.
- Assist with conducting client meetings to discuss financial records and tax obligations, ensuring alignment with their financial goals.
Front End Supervisor
Sprouts Farmer Market
09.2018 - 05.2021
- Supervise cashiers and other front end team members
- Assist in the selection and training of new cashiers and front end team members
- Deposit excess cash in safe and build money tills to appropriate amount
- Monitor scheduling of front end team members
- Operate cash register efficiently and accurately
- Assist in customer returns and exchanges
- Guarantee customer satisfaction through excellent customer service
Education
Bachelor of Arts - Economics And Accounting
University of California, Santa Barbara
Santa Barbara, CA06.2021
Skills
- Skilled in CCH Axcess and Engagement
- Data Inputting
- Bookkeeping
- Calculating Liabilities
- Tax Return Filing
- Financial Analysis
- Tax Preparation
- Customer Relations
- MS Office Suite
- Accounting and Bookkeeping
- QuickBooks Expert
Timeline
Tax Accountant
Palius, O'Kelley, & Janzen CPAs
06.2021 - Current
Front End Supervisor
Sprouts Farmer Market
09.2018 - 05.2021
Bachelor of Arts - Economics And Accounting
University of California, Santa Barbara
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