Annie Mkoma
Altamonte Springs,FL
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Knowledgeable Accountant proficient in laws and procedures governing business operations, tax filings and regulatory compliance. Handles detail-oriented work in methodical and organized fashion. Leverages field expertise, resourcefulness and diligence to make positive impact on business operations.
Overview
3
3
years of professional experience
Work History
Associate Banker Mobile Specialist
Wells Fargo Affluent
12.2021 - Current
- Tax Expert/
- TurboTax, Intuit/ Tax time Orlando
Tax Associate
TurboTax
01.2021 - Current
- Reviewed and analyzed client data and accurately prepared income tax returns and tax research.
- Secured and properly handled confidential data to protect against unauthorized access, improper transmission and unapproved disclosure.
- Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry and technical matters to remain current on tax legislation.
- Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.
Education
Bachelor of Science - Accounting
Columbia College
Orlando, FL12.2024
CPA
Fast Forward Academy
Remote 12.2023
Skills
- Cash Supply Orders
- Signature Verification
- Process Monitoring
- New Account Setup
- Financial Institution Regulations
- Dual Control Vaults
- Safe Deposit Box Oversight
- CRM Systems
- Discrepancy Resolution
- Customer Service
- Teller Support
- Legal Document Preparation
- Analytical Thinking
- Account Closing Process
- Banking and Finance
- Accounts Payable and Accounts Receivable
- Notarized Documents for customers
- Night and Safe Deposit Procedures
- Effective and Professional Communication
- Document Recordkeeping
- Investigation Scope Determinations
- Financial and Regulatory Consulting
- Monthly and Annual Journal Entries
- Tax Liabilities
- Accounting Software Systems
- Asset Utilization Reports
- Financial Projections
- Financial Statements
- Payroll Auditing
Notary
- Administering oaths and affirmations during court proceedings and when officials are sworn into office.
- Maintaining proper records of their activities as mandated by their state.
- Taking depositions and affidavits, if they have that specialty.
- Performing marriage ceremonies in states where that is permitted.
Timeline
Associate Banker Mobile Specialist
Wells Fargo Affluent
12.2021 - Current
Tax Associate
TurboTax
01.2021 - Current
Bachelor of Science - Accounting
Columbia College
CPA
Fast Forward Academy
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