BETANIA SIU
Miami,FL
Summary
Detail-oriented Tax Preparer with eight years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
10
10
years of professional experience
6
6
years of post-secondary education
1
1
Language
Work History
Tax Associate
Murray & Josephson
Miami, FL
08.2022 - 05.2023
- Lead preparation of complex tax returns (Individual, C-Corp, S-Corp, Partnerships, Trust, Estate, etc.)
- Completed and filed returns with tax departments at local, state, and federal levels.
- Provided excellent client service by producing quality work, quick turnaround and attentive service.
- Prepared tax returns for clients in various industries according to government regulations and requirements
- Met time constraints and client deadlines.
Tax Preparer
Liberty Tax Service (only During Season)
Enterprise, AL
01.2015 - 05.2022
- Income tax preparation processed and reviewed (Forms 1040, 1040NR, 1041, 1099s)
- Processed and facilitated taxpayers' use of their Alabama and Florida federal, state, and local codes as permitted by government law
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Billing Specialist
Arista Aviation
Enterprise, AL
06.2019 - 06.2021
- Completed monthly reconciliation analysis to report income projections to management.
- Supported Production Control and Purchasing Department for discrepancies and quotes.
- Generated and submitted invoices based upon established accounts receivable schedules and terms.
- Reviewed and reconciled customer accounts to manage accuracy of payments.
Staff Tax Accountant
H&CO, LLP
Miami, FL
10.2013 - 11.2016
- Responsible for required periodic account reconciliations; banks, credit cards, general ledger and accruals
- Processed and revised quarterly payroll reports and e-file all forms to Florida Department of Revenue; RT-6, 940s, W-2,W-3 and 941s
- Recorded and completed all monthly year-end financial reports, P&L, Balance Sheet and General Ledger
- Researched and supported input data for tax return Forms 1040, 1040NR, 1041, 1065,1120, 1120S and W-7 application for ITINs
Education
Enroll Agent Certificate - Taxation
Online Course
Miami, FL 04.2023 - Current
Bachelor of Science - Accounting
Florida International University
Miami, FL 01.2015 - 06.2018
Associate of Arts - Accounting
Miami Dade College
Miami, FL 01.2013 - 01.2015
Skills
Microsoft Office, CCH Axcess, ProSystem Fx Funnel, QuickBooks, ADP, Workday, Ultra Tax, ProSystem Engagement, Project Management, Practice CS, Practice File CS, Sage 50, Microsoft Dynamics Great Plains & Quantum
Year-end tax provision proficiency
QuickBooks proficiency
Local, state and federal tax returns
Corporate tax preparation
Bookkeeping
Interpersonal strengths
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Far and away the best prize that life offers is the chance to work hard at work worth doing.
Theodore Roosevelt
Timeline
Enroll Agent Certificate - Taxation
Online Course
04.2023 - Current
Tax Associate
Murray & Josephson
08.2022 - 05.2023
Billing Specialist
Arista Aviation
06.2019 - 06.2021
Tax Preparer
Liberty Tax Service (only During Season)
01.2015 - 05.2022
Bachelor of Science - Accounting
Florida International University
01.2015 - 06.2018
Staff Tax Accountant
H&CO, LLP
10.2013 - 11.2016
Associate of Arts - Accounting
Miami Dade College
01.2013 - 01.2015
Volunteer service to Hispanic Catholics
Participate in leadership programs to be able to connect with young people and integrate them to provide necessary services to the community.