Summary
Overview
Work History
Education
Skills
Timeline
Generic

Emma Hobby

La Porte

Summary

Highly motivated professional with experience in both public and private accounting, coupled with a solid understanding of administrative operations. Proficient in accounting software, including QuickBooks, NetSuite, Axcess Tax, and CaseWare. Demonstrates strong organizational skills in document management and file storage, ensuring efficient and effective operational support.

Overview

5
5
years of professional experience

Work History

Tax Associate

RSM
10.2023 - 08.2024
  • Reviewed and analyzed client data and accurately prepared income tax returns and tax research
  • Maintained detailed records of client interactions and transactions, ensuring the highest level of accuracy and confidentiality
  • Prepared accurate tax returns for individuals, partnerships, and corporations, maximizing deductions and credits
  • Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate

Tax Intern

RSM
01.2023 - 04.2023
  • Performed preparation for 5 tax returns in one week forS-Corps, partnerships, and individuals in Axcess Tax
  • Completed tax coding for trial balances in CaseWare
  • Reviewed and updated tax reconciliation and updated work papers in file cite
  • Established tax workbooks by linking tax codes from CaseWare and filling in missing account information to find correct taxable income

Accounting Intern

Arc American
05.2022 - 12.2022
  • Assisted accounts payable with entering around 100 invoices a week and data entry in NetSuite
  • Maintained organization for paid and unpaid invoices through a filing system
  • Accompanied management with special projects and pulled reports as needed
  • Reviewed monthly statements and maintained vendor profiles by obtaining missing invoices

Accounting Assistant

Optiums Construction Management
01.2021 - 12.2022
  • Updated over 50 vendor profiles which included obtaining insurance certificates and W9s, as well as setting up new vendor profiles
  • Assisted with monthly bank reconciliation
  • Updated cash deposits from future residents, and issued refunds of cash deposits for customers
  • Completed bi-weekly payroll with Paychex for nine employees

Administrative Assistant

Futures Case Management
01.2020 - 01.2022
  • Assisted with monthly payroll which consisted of using an excel spread sheet to record different units of payment
  • Maintained employee records, updated certifications, and performed monthly background checks
  • Maintained and updated a state-wide list used by case management companies to find housemates for clients

Education

Bachelor of Science - Accounting

Indiana University South Bend
South Bend, IN
05.2023

Skills

  • Knowledge in Excel such as V-lookup, pivot tables, and data tables
  • Understanding of Quickbooks, Axcess Tax, CaseWare, Work Panel, and Paychex
  • Proficient communication skills as well as social skills
  • Ability to adapt and overcome situations that arise and critically think of solutions to solve problems best

Timeline

Tax Associate

RSM
10.2023 - 08.2024

Tax Intern

RSM
01.2023 - 04.2023

Accounting Intern

Arc American
05.2022 - 12.2022

Accounting Assistant

Optiums Construction Management
01.2021 - 12.2022

Administrative Assistant

Futures Case Management
01.2020 - 01.2022

Bachelor of Science - Accounting

Indiana University South Bend
Emma Hobby