Ashley D. Stewart
Piketon,OH
Summary
I am looking for an organization that will utilize my degree and my administrative skills while providing growth and success equally. I am a highly energetic, strategic thinker, and dedicated individual who has the ability and ambition to succeed in any work environment. I am resourceful and an experienced worker offering expertise in customer service, travel coordination and file management. I am a detail-oriented team player with strong organizational skills. I can handle multiple projects simultaneously with a high degree of accuracy. I am hardworking and a focused Administrative professional offering excellent communication, planning and prioritization skills demonstrated through 10 years of performance. I am skilled at drafting reports and business correspondence, managing mail and updating tracking spreadsheets. I have exceptional leadership skills and expertise in streamlining workflow to optimize personnel strengths.
Overview
24
24
years of professional experience
Work History
Tax Accountant
Transamerica
08.2023 - 01.2024
- Audited client financial records to determine tax liability.
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Leveraged Taxport, spreadsheets and databases to provide supporting documentation for schedules and journal entries.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Assist with the accounting, reporting and deposit of withholding tax related to information returns such as 1099, 1098, W-2, 5498, and 1042-S.
- Performs professional accounting work involving compilation, consolidation, and analysis of financial data.
- Reconciles, investigates, corrects, and adjusts accounting information in accordance with aggressive deadlines.
- Seeks out potential areas of continuous improvement (for example, workflow, automated processes), by documenting business processes, identifying controls and deficiencies, testing identified controls, and work with internal departments for best practices.
- May coordinate/review the work of other team members.
- Perform moderately complex tasks under general supervision using analytical skills and ingenuity.
- Project work as needed.
- Prepared working papers, reports and supporting documentation for audit findings.
- Collaborated with accounting manager to comply with governing bodies and limit regulatory risks.
- Kept up-to-date with tax changes and industry trends by participating in professional organizations, opportunities, and networks.
- Initiated comprehensive account assessments to check viability, stability, and profitability of business operations.
Onboarding Manager
Profound Financial LLC
04.2023 - 08.2023
- Created smooth onboarding processes to help new hires adjust to company policies, procedures and processes.
- Worked closely with new hires, answering questions and addressing various concerns during onboarding process.
- Reviewed onboarding processes regularly, identifying and correcting deficiencies.
- Maintained regular schedule of onboarding classes, one-on-one meetings, and transitional hand-offs to supervisors.
- Assessed onboarding systems against company needs and made improvements at level of company, department and job type to align with needs.
- Enhanced team workflows and employee job satisfaction by coordinating communication between managers and employees.
- Communicated through the phone or zoom; with new clients to initiate the onboarding of the client into our accounting firm. Assisted clients through their enrollment to ensure they had everything they needed, and all documents required were added. Additionally, addressed any issues that may have arisen during the onboarding process.
- Initial prep and monitoring of federal and state taxes in ATX.
- Daily upkeep and use of Corvee online application for client document uploads.
- Data entry into Excel to maintain a current client log.
- Bookkeeping in QuickBooks Online.
- ACH entry for new clients and processing for current clients.
- Maintenance and monitoring of client databases with the use of InfoFlo.
- Use of Bria for client calls inbound and outbound, daily.
- Reduced process gaps while supervising employees to achieve optimal productivity.
- Created and implemented forward-thinking initiatives to improve employee engagement.
Tax Preparer
Baker Tilly
01.2023 - 04.2023
- Initial prep of taxes through appropriate tax programs such as CCH Axcess and Adobe
- Updating client files before final preparation and routing them to proper department
- Data entry
- Tax analyzing
- Proof reading
Tax Coordinator
Community Action Community of Pike County
02.2021 - 07.2022
- Filed taxes through appropriate tax programs
- Complete and current knowledge of tax laws and changes
- Worked closely with clients to properly fill out tax forms and file tax returns electronically.
- Audited client financial records to determine tax liability.
- Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
- Kept up to date on current income tax developments and advised clients to make proper adjustments.
- Conducted tax reviews and compilations to identify potential exposure areas and provided suggestions.
- Represented clients before federal, state and local taxing authorities.
- Identified legal tax savings and recommended ways to improve profits.
Personal Administrative Assistant
Confidential Client
01.2012 - 01.2017
- Resolving tax issues for clients as well as answering any questions
- Using Excel to track client files
- Reviewing filed taxes with clients
- Organizing inventory and ordering new inventory when it was low
- Teaching classes in Financial Literacy program
- Entering and maintaining customer information on multiple windows programs, such as word, and Excel
- Performing administrative duties such as answering phones, mail correspondence, filing, logging data as needed
- Recruiting volunteers and hiring new Tax assistants during tax season
- Use of Excel, Power Point, and all of Windows applications to complete daily job tasks, Setting schedules
- Bookkeeping
- Planning meetings & account for minutes
- Communication between client and employees
- Handled mail & responses on behalf of client
- Maintaining necessary inventory for client
- Travel planning
- Data entry
- Responded to emails and other correspondence to facilitate communication and enhance business processes.
- Maintained appropriate filing of personal and professional documentation.
- Answered phone calls and addressed customer questions and concerns to promote satisfaction and continued business.
- Provided general administrative support including scheduling meetings, making travel arrangements and managing documentation.
Supervisor
Walmart
01.2009 - 11.2011
- Coordinated schedules and meetings with the cashiers to ensure employees were properly trained and up to date on the company information
- Over saw the cashier's daily activity such as lunch breaks, regular breaks, and register pace
- Monitored the front end of the store, maintained a cash drawer for all the registers and performed regular maintenance
- Completed customer service on a daily basis such as listening to complaints finding merchandise for customers, and fielding feedback on cashiers
- Achieved results by working with staff to meet established targets.
- Enforced rules and regulations outlined in company manual to set forth expectations comprehensibly and consistently.
- Mentored newly hired employees on operating equipment and safety and developed training manual to use for reference.
- Optimized customer experience by delivering superior services and effectively troubleshooting issues.
- Evaluated staff performance and provided coaching to address inefficiencies.
Administrative Assistant
Convergys Corp
02.2002 - 04.2004
- Answering incoming calls and providing assistance with product orders and giving customers account information
- Greeting customers in a courteous, friendly, and professional manner using agreed upon procedures
- Met customer requirements through first contact resolution
- Participated in meetings to improve customer service
- Liaised between clients and vendors and maintained effective lines of communication.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Maintained compliance by adhering to current tax laws and regulations.
- Analyzed financial records to verify accuracy of tax returns.
Administrative Clerk
Vanderbuilt Mortgage
01.2000 - 01.2002
- Set up, maintained, and completed mortgage files
- Data entry
- Tax prep
- Answered phones, spoke with customers daily
- Maintained a computer data base using excel for all customer names and addresses
- By maintaining this database, file access, and file production; business increased significantly
Education
Associate of Applied Business - Business Administration And Management
University of Phoenix
Tempe, AZSkills
- Consistent & Organized 52 wpm typing speed
- Excellent communication skills
- Book Keepin
- State and Local Taxation
- Budgeting and Forecasting
- Account Reconciliation Mastery
- Tax Credits and Deductions
- Tax Return Preparation
- Financial Data Analysis
- Data Entry
- Meticulous attention to detail
- Filing and data archiving
- MS Office Google Drive
- Adobe Creative Suite
- Workflow Monitoring
- Microsoft Teams Outlook
- Microsoft Windows/Mac
- Dropbox
- Drake
- Tax Slayer
- CCH Axcess
- ATX
- Taxport
- Infoflo
- Quickbooks Online
Timeline
Tax Accountant
Transamerica
08.2023 - 01.2024
Onboarding Manager
Profound Financial LLC
04.2023 - 08.2023
Tax Preparer
Baker Tilly
01.2023 - 04.2023
Tax Coordinator
Community Action Community of Pike County
02.2021 - 07.2022
Personal Administrative Assistant
Confidential Client
01.2012 - 01.2017
Supervisor
Walmart
01.2009 - 11.2011
Administrative Assistant
Convergys Corp
02.2002 - 04.2004
Administrative Clerk
Vanderbuilt Mortgage
01.2000 - 01.2002
Associate of Applied Business - Business Administration And Management
University of Phoenix