Edith Reales
Calloway, Stinson & Co., P.C.
Katy,TX
9
years of professional experience
Bilingual English and Spanish administrative and accounting professional with extensive office and customer service experience. Including basic Accounts Receivable and Accounts Payable responsibilities, Strong organizational skills with the ability to manage multiple assignments and meet deadlines.
Work History
CPA ASSISTANT
3 Years- Supported CPA in preparing tax returns for individuals, corporations, S-corporations, partnerships, and trusts, ensuring compliance with regulations..
- Answered phone calls and interacted with clients to request and gather documentation necessary for preparing tax returns.
- Assisted with A/R and A/P functions. Processed and recorded payments and maintained accurate account information.
- Communicated with Customers regarding payments and account-related questions.
- Filed quarterly reports to the Texas Workforce Commission (TWC) for clients.
- Prepared Forms 1099 and payroll reports for clients.
ADMINISTRATIVE ASSISTANT
5 Months- Communicated with customers regarding payments and account related questions.
- Created work orders for service calls, service repairs, and fire alarm inspections, ensuring timely response and compliance with safety regulations.
- Created work orders for service calls, service repairs, fire alarm inspections, as well as sensitivity and audibility inspections.
- Worked collaboratively with accounting and administrative team members.
- Answered phone calls daily and provided backup support when needed.
TRAVEL COORDINATOR/ADMINISTRATIVE ASSISTANT
2 Years 7 Months- Supported accounting and HR departments and priorities while meeting deadlines.
- Communicated with clients regarding billing questions, payments and account balance.
- Reconciled monthly travel and personal credit card statements in Concur.
- Assisted A/R by applying incoming payments accurately. Entered Accounts Payable invoices into Palette.
- On-call and point of contact for any travel arrangement that arises after office hours and weekends, such as booking a flight, hotel, rental car, and transportation pickup as car services for Domestic and International travelers.
- Negotiated discount rates with the hotels near the Katy corporate office and within the USA Welltec bases.
Education
Certificate - Business Accounting
Skills
MS Office: Word
PowerPoint
Excel
Outlook
SharePoint
QuickBooks
Journal Entries
Strongroom
Concur
Palette
Typing Speed: 55 WPM
10 Key by Touch Data Entry
Ultra Tax CS
ShareFile
A/R and A/P Processing
Invoicing and Collection
Timeline
CPA ASSISTANT
Calloway, Stinson & Co., P.C.
03.2023 - 03.2026Read More
ADMINISTRATIVE ASSISTANT
Classic Protection
08.2021 - 01.2022Read More
TRAVEL COORDINATOR/ADMINISTRATIVE ASSISTANT
Welltec, Inc
09.2017 - 04.2020Read More
JOB TRAINING INSTITUTE
Certificate from Business Accounting
Read More