Summary
Overview
Work History
Education
Skills
Timeline
Generic

Beverly Carter

Grayson,GA

Summary

Authorized to work in the US for any employer Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.

Overview

26
26
years of professional experience

Work History

Tax Preparer

Self Employed
01.2017 - Current
  • Interviews clients
  • Prepared Federal / State taxes for businesses and individuals
  • Reviewed individual and business financial records
  • Provided quality customers service
  • Efficiently detected tax errors
  • Collected payment for prepared taxes
  • Assisted with marketing of, Products and Services
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Accounting Clerk III

CTDI Inc
10.2007 - 06.2018
  • Utilized Hyperion Oracle to track monthly P & L for designated departments
  • Prepared monthly accrual report using Oracle software
  • Matched company invoices to packing list to vendor's price list
  • Tracked and reported status of orders using MS Excel version 1997, 2007, 2010
  • Resolved departmental issues with data entry personnel and production team to meet quota
  • Write compliance procedural manuals for various departments
  • Applied proper codes to invoices, files, and receipts to keep records organized and easily searchable.
  • Input high volume of monthly invoices with consistent accuracy.

Owner, Customer Service

APCO
02.1998 - 03.2003


  • Excellent customer service
  • Track an record expense using an excel spreadsheet
  • Data Entry/, Provided outstanding customer service
  • Entered data from GAP Protection Coverage
  • Prepared monthly reports in MS Excel
  • Managed day-to-day business operations.
  • Consulted with customers to assess needs and propose optimal solutions.

Education

Bachelor of Science - accounting degree in accounting

University of Phoenix
Phoenix, AZ
10.2015

Skills

  • Areas of strength include:
  • Knowledge of GAAP
  • Computer literate
  • Ability to multi-task
  • First rate customer service
  • Excellent communication skills
  • Effective time management skills
  • Thorough research abilities
  • Full knowledge of Internal Revenue Service tax codes
  • Software experience:
  • Microsoft Office, Sage Peachtree Accounting, Hyperion Oracle Accounting, Jackson Hewitt Profiler Tax
  • Tax Experience
  • Sage
  • Hyperion
  • Highly motivated professional with a verifiable record of accomplishments, highly creative, work
  • Independently and as a team player, and recognized as a results-oriented and solution-focused
  • Due Diligence
  • Account Reconciliation

Timeline

Tax Preparer

Self Employed
01.2017 - Current

Accounting Clerk III

CTDI Inc
10.2007 - 06.2018

Owner, Customer Service

APCO
02.1998 - 03.2003

Bachelor of Science - accounting degree in accounting

University of Phoenix
Beverly Carter