Diana Villarreal
King,NC
Summary
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
3
3
years of professional experience
Work History
Tax Preparer - Bookkeeper
Self Employment Tax Experts
King, NC
01.2023 - 11.2024
- Prepared and reviewed tax returns for individuals, partnerships and corporations.
- Compiled data from clients to accurately complete tax forms.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Maintained accurate records of all client transactions and filings.
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Conducted monthly bank reconciliations.
- Performed month-end closing activities.
- Posted journal entries to the general ledger system accurately and timely.
Tax Preparer - Bookkeeper
H&r Block
Greensboro, NC
06.2021 - 11.2022
- Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
- Identified potential deductions to minimize clients' tax liabilities.
- Maintained accurate records of all client transactions and filings.
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Processed accounts payable and receivable transactions.
- Conducted monthly bank reconciliations.
- Performed month-end closing activities.
- Ensured accuracy in all accounting entries and records.
- Posted journal entries to the general ledger system accurately and timely.
Education
Financial Management Specialist
University Libre Seccional Pereira
Colombia11-2005
Accounting Public -
University Libre Seccional Pereira
Colombia11-2000
Skills
- Financial statement review
- Corporate tax preparation
- Individual returns preparation
- Bookkeeping
- Verbal/written communication
- Client communication
- QuickBooks Online
- Drake Software
References
References available upon request.
Timeline
Tax Preparer - Bookkeeper
Self Employment Tax Experts
01.2023 - 11.2024
Tax Preparer - Bookkeeper
H&r Block
06.2021 - 11.2022
Financial Management Specialist
University Libre Seccional Pereira
Accounting Public -
University Libre Seccional Pereira
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