Edith Carlson
Pampa,TX
Summary
Maintains professional appearance and demeanor and expertly completes assigned tasks with focus on quality. Dependable and quick-learning team player with effective communication and organization skills. Skilled Accounting Assistant skilled in data processing and analysis with strong attention to detail and methodical approach. Brings motivation to learn and excel combined with skills developed from training and previous experience. Versed in accounting software, spreadsheet tracking and GAAP.
Overview
21
21
years of professional experience
Work History
Senior Tax Specialist / Office Manager
Liberty Tax Service
Hutchinson, MN
12.2011 - 05.2021
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Classified assets correctly to properly account for depreciation on routine filings.
- Oversaw team of 7 tax preparers handling over 600 submissions per year.
- Offered clients recommendations to reduce tax liabilities.
- Completed and filed returns with tax departments at local, state and federal levels.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
Lead Accounting Clerk
Northern States Transportation Inc
Hutchinson, MN
10.2007 - 02.2013
- Investigated daily variances and corrected errors to resolve discrepancies.
- Used accounting software to prepare weekly and monthly financial reports.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements and statements.
- Communicated with suppliers to reconcile invoice payments.
- Maintained clean and organized files by keeping accounts payable records up-to-date.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Completed weekly check runs and maintained accounting ledgers by verifying and posting account transactions into accounting system.
- Reconciled company accounts for credit cards, employee expenses and commissions.
- Prepared itemized statements, bills or invoices and recorded amounts due for items purchased or services rendered.
- Monitored status of accounts receivable and payable to facilitate prompt processing.
Office Manager
Modern Mazda
Hutchinson, MN
05.2004 - 05.2005
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Maintained computer and physical filing systems.
- Evaluated employee records and productivity to complete employee evaluations.
- Compared vendor prices and negotiated for optimal savings.
- Entered all invoices in computer data system, bank statement reconciliations, petty cash reconciliation.
Claims Supervisor
Quast Transfer
Winsted, MN
04.1994 - 01.1999
- Monitored team performance, enforcing compliance with corporate claims processes and procedures.
- Determined proper course of action for claims processing.
- Optimized case management with establishment of best practices.
- Negotiated disputed bills or invoices totaling up to $500,000 achieving successful resolution.
- Handled claims consistent with client and corporate policies, procedures, best practices and regulations.
- Supported financial director with special projects and additional job duties.
- Performed spending analysis and partnerships to refine policies and develop recommendations for improvement.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
Education
Associate of Applied Science - Accounting
Ridgewater College
Willmar, MNSkills
- Microsoft Office
- Adjustments and Deductions
- Deductible Expense Identification
- Appointment Scheduling
- Decision Making
- Intuit QuickBooks
- Detail-Oriented
- Small Business Tax Returns
- Client Tax Services
- Customer Service
- Time Management
- Data Entry
Timeline
Senior Tax Specialist / Office Manager
Liberty Tax Service
12.2011 - 05.2021
Lead Accounting Clerk
Northern States Transportation Inc
10.2007 - 02.2013
Office Manager
Modern Mazda
05.2004 - 05.2005
Claims Supervisor
Quast Transfer
04.1994 - 01.1999
Associate of Applied Science - Accounting
Ridgewater College