Summary
Overview
Work History
Education
Skills
Timeline
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Chookey Lama

Queens,NY

Summary

Diligent and proactive individual with a strong work ethic, dedicated to expanding knowledge and expertise in the payroll field. Demonstrated improvement in customer service, multitasking, and time management skills over time and through experience. Committed to delivering exceptional service to clients and ensuring a positive and memorable experience. Eager to further develop skills and contribute to the team.

Overview

3
3
years of professional experience

Work History

Seasonal Tax Preparer

Cheng & Lins CPA
Flushing, NY
12.2020 - Current
  • Maintained accurate records of client transactions and filings.
  • Prepared and reviewed tax returns for individuals, partnerships, corporations, and trusts.
  • Completed 1040 forms and supporting schedules A, B, C, and E accurately and efficiently.
  • Utilized Excel to create expense worksheets based on client bank statements and receipts.
  • Assisted clients with IRS dues payment through the IRS website.
  • Managed company credit card expenses and workpapers using Excel.

Dental Biller

Kids Dental Village PC
Woodside, NY
05.2022 - 05.2023
  • Managed end-to-end insurance claims process, ensuring accurate reimbursement.
  • Effectively communicated with patients on co-payments and coverage details.
  • Utilized Open Dental software for claims processing and reconciliation.
  • Supported senior managers in achieving departmental goals.
  • Proactively organized data entry and documentation for workflow optimization.

Store Manager at a Startup

PapaDon NYC
Astoria, NY
05.2021 - 01.2022
  • Orchestrated team productivity through task assignment, performance assessment, and constructive feedback.
  • Managed inventory effectively by handling requisitions, maintaining optimal stock levels, and analyzing usage patterns.
  • Oversaw payroll preparation and staff management, including time and attendance tracking.
  • Collaborated with fellow managers to devise and implement social media platform content strategies.
  • Identified, researched and resolved issues with hours worked.

Education

Bachelor of Business Administration - Accounting

Baruch College | Zicklin School of Business
12.2021

Skills

ZicklinPapaDon
  • Software: Microsoft Suite, Proseries, Intuit Quickbooks, OpenDental
  • Languages: English, Tibetan

Timeline

Dental Biller

Kids Dental Village PC
05.2022 - 05.2023

Store Manager at a Startup

PapaDon NYC
05.2021 - 01.2022

Seasonal Tax Preparer

Cheng & Lins CPA
12.2020 - Current

Bachelor of Business Administration - Accounting

Baruch College | Zicklin School of Business
Chookey Lama