DAWN SOUTHWICK
Riverside,CA
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
38
38
years of professional experience
Work History
Trustee
Self Employed
07.1996 - Current
- Financial oversight of Trust,
- All Bookkeeping and Tax duties relating to the Trust,
- Investment Tracking
Billing and A/R
M Paggen Trucking
08.2017 - 09.2022
- Cloud based systems ,
- General office,
- Record compliance for DOT, HOS and IFTA
- Used advanced software to prepare documents, reports, and presentations.
- Accounts Receivable tracking and collection
- Carrier Compliance
- Brokerage and Dispatch
Opera Reviewer
Self Employed Writer
10.2004 - 04.2012
- Attend Operas,
- Meeting publishing deadlines,
- Research the operas and present an interesting historical perspective,
- Review the opera accurately and present reviews to editor, ready to go to print.
- Created content for websites and online publications.
Tutor
Riverside City College
09.2006 - 01.2008
- Assist students with regards to improving study skills and habits,
- Maintain a thorough knowledge of materials in the subjects,
- Oversee lesson plans for students and write progress reports
Administrative Assistant
SB Enterprises
12.1996 - 10.2000
- Developing bids and contracts for computers and networks for businesses and municipalities,
- Outside sales of web services,
- Provided technical support for Internet and computer use, Program and computer training,
- Point of Sale Bookkeeping and Sales Tracking
Income Tax Preparer and Bookkeeping
Self Employed Services
01.1989 - 06.1995
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Representation before the IRX for audits, collections and problem resolution
- Utilized tax software to prepare returns and meet deadlines.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
- Responded to inquiries from IRS and other tax authorities.
Tax Preparer
HR Block
01.1986 - 08.1989
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Analyzed financial records to verify accuracy of tax returns.
- Collaborated with clients to answer questions and provide advice on tax matters.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Prepared US, multistate, and international tax returns for business clients.
Education
Associate of Arts - General Studies
Riverside City College
Riverside, CA06.2009
Skills
- Analytical Thinking
- Client Interviews
- Financials Analysis
- Attention to Detail
- Bookkeeping
- Document Control
- Calendar Management
- Research
- Office Administration
- Brokerage and dispatch
References
Steven Brock, SB Enterprises, 760-275-1385
Erin Daugherty, 608-438-1530
Shannon Roark, 562-787-1681
Timeline
Billing and A/R
M Paggen Trucking
08.2017 - 09.2022
Tutor
Riverside City College
09.2006 - 01.2008
Opera Reviewer
Self Employed Writer
10.2004 - 04.2012
Administrative Assistant
SB Enterprises
12.1996 - 10.2000
Trustee
Self Employed
07.1996 - Current
Income Tax Preparer and Bookkeeping
Self Employed Services
01.1989 - 06.1995
Tax Preparer
HR Block
01.1986 - 08.1989
Associate of Arts - General Studies
Riverside City College