Detail-oriented Accountant with 8 years effectively maintaining accurate accounting information for a number of small businesses. History working as part of financial team to manage diverse financial functions, payroll, tax management, and reporting.
Overview
10
10
years of professional experience
Work History
Accountant
Elite Accountants Inc
Murray
07.2016 - Current
Prepare individual, corporate, partnership, and trust tax returns
Analyze financial data for prior year comparisons and to make allocations on financial data for correct financial reporting
Analyze, prepare, and develop tax planning strategies
Year end close out and general ledger postings
Bookkeeping data entry of clients banking, credit card, and loan information to reconcile each account monthly.
Review monthly financial statements to accuracy
Payroll prepare weekly, biweekly, semi monthly, and monthly scheduled payroll for clients
Prepare quarterly Payroll taxes returns and prepared annual W2 and W3 filings
Prepare monthly, quarterly, and annual sales tax filings with the state
Managed and supported all staff and provided them with accounting advice to ensure accuracy of monthly income and expense entries
Monthly invoicing and weekly accounts receivable for Elite Accountants Inc.
Accounts payable for various clients
Prepare Workers comp audits and reporting
Managed 1099 procedures and Prepared annual 1099 reporting
Client communications for all services provided
Entity set up for new businesses including State Commerce filings and applying for Employer Identification Numbers
Operations Supervisor
Mountain America Credit Union
Salt Lake City
01.2015 - 01.2017
Managed daily operations in assisting members, ensuring smooth workflows and timely completion of tasks.
Motivated and Coached employees to maximize team productivity.
Maintained open lines of communication with upper management to provide regular updates on operational progress and challenges faced by the team.
Conducted regular monthly audits for monthly branch compliance.
Daily Branch Balancing
Cash Orders
Financial Services Representative
Mountain America Credit Union
Salt Lake City, UT
06.2014 - 01.2015
Serving our members by helping and following up with their financial needs while making them aware of our products and services to best suit their needs in a professional and timely manner.
Assist members with transactions.
Assisting members with new accounts, loans, and IRAS.