Summary
Overview
Work History
Education
Skills
Affiliations
Timeline
Generic

Cassandra Williams, CPA

Minneapolis,MN

Summary

Licensed Accountant with 7 years of recent accounting experience; managing accounts receivables and accounts payables, reconciling company bank accounts, accumulating and analyzing revenue, preparing accruals and posting journal entries. Knowledgeable Tax Expert Lead with solid foundation in tax preparation, tax filings and compliance, ensuring accurate and timely submissions, proficiency in tax code interpretation and client consultation. Software experience: Microsoft 365, QuickBooks, Bill.com, and Divvy

Overview

8
8
years of professional experience

Work History

Tax Expert Lead

Intuit
12.2023 - Current
  • Train 100+ Tax Experts to research and apply tax laws effectively
  • Trouble shoot and respond to customer escalation calls daily
  • Prepare and file individual and small business Schedule C
  • Provide tax advice to customer to assist with current year tax preparation and future years tax implications
  • Increase client satisfaction by providing accurate and timely tax preparation services
  • Maintain high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.

Consultant and Bookkeeper

Self-Employment
02.2020 - Current
  • Assist with annual business registrations
  • Prepare and file small business and individual tax returns
  • Manage companies’ day to day transactions data in QuickBooks
  • Evaluate client needs and expectations and recommend appropriate solutions
  • Manage client relationships through regular check-ins and update solutions accordingly

Staff Accountant

Ambient Consulting
05.2017 - 02.2020
  • Processed invoices from consultants for services rendered and billed clients for work performed daily
  • Prepared and disbursed checks to 1099 consultants and vendors weekly
  • Processed and submitted 1099’s annually
  • Posted receivables to individual accounts and imported data to account receivable control account in Quick Books
  • Compiled bank deposits and reconciled bank statements
  • Managed service revenue account, aging receivables, aging payables and followed up on delinquent accounts
  • Accumulated revenue totals and project cost totals for month end closing journal entries and researched unexpected variances
  • Posted month end accruals periodically
  • Reconciled employee time entries for payroll processing weekly
  • Assisted with year end audit

Mortgage Analyst

Randstad
10.2016 - 02.2017
  • Analyzed customer accounts to ensure that required documentation to process mortgage loans was properly executed
  • Initiated follow up request on unfunded loans, to obtain paperwork for services performed prior to closing
  • Communicated with vendors for clarification on customer files
  • Resolved customer complaints regarding file status and service scheduling issues

Education

BS - Accounting and Business

Saint Mary’s University of Minnesota
Winona, MN
04.2013

Skills

  • Licensed Accountant
  • Accounts Receivables
  • Accounts Payables
  • Bank Reconciliation
  • Revenue Analysis
  • Accruals Preparation
  • Journal Entries Posting
  • Individual Tax Returns Preparation
  • Small Business Tax Returns Preparation
  • Business Annual Renewal
  • Microsoft 365
  • QuickBooks
  • Billcom
  • Divvy

Affiliations

  • Minnesota Society of Certified Public Accountants

Timeline

Tax Expert Lead

Intuit
12.2023 - Current

Consultant and Bookkeeper

Self-Employment
02.2020 - Current

Staff Accountant

Ambient Consulting
05.2017 - 02.2020

Mortgage Analyst

Randstad
10.2016 - 02.2017

BS - Accounting and Business

Saint Mary’s University of Minnesota

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Cassandra Williams, CPA