Summary
Overview
Work History
Education
Skills
Work Availability
Quote
Timeline
Volunteer service to Hispanic Catholics
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BETANIA SIU

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

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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.

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