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