Detail-oriented Staff Accountant with proven skills in tax preparation, financial statement preparation and tax compliance. Successfully completed three tax seasons while managing multiple engagements and meeting strict deadlines. Proficient in accounting software, tax research, and maintaining compliance with federal and state regulations.
Overview
6
6
years of professional experience
Work History
Staff Accountant
Teaman, Ramirez, & Smith, Inc.
Riverside, CA
01.2024 - 06.2026
Prepared and analyzed financial statements to ensure compliance with accounting standards.
Assisted in tax preparation, ensuring accuracy and timely submission of returns.
Managed tax and accounting work for a diverse client portfolio across multiple industries.
Facilitated client tax compliance by preparing federal, state, and local income tax returns for individuals and businesses.
Streamlined a high volume of engagements while maintaining high accuracy in tax return preparation and financial reporting while working under tight deadlines.
Reconciled monthly bank statements, identifying discrepancies and resolving issues efficiently.
Utilize QuickBooks and Excel to maintain accounting records, analyze financial data, and improve reporting efficiency.
Collaborate with partners, managers, and senior accountants to ensure engagement quality and timely completion.
Communicate directly with clients to gather financial information and respond to accounting and tax-related inquiries.
Package Handler
UPS
Ontario, CA
09.2020 - 05.2024
Operated package scanning equipment to ensure accurate tracking and inventory management.
Sorted packages efficiently, maintaining workflow and minimizing delays in processing times.
Implemented safety protocols to reduce workplace incidents and ensure compliance with regulations.
Education
Bachelor of Arts - Business Administration With An Accounting Focus
California State University, San Bernardino
San Bernardino, CA
12-2024
Associate of Science - Business
Riverside City College
Riverside, CA
06-2020
Skills
Individual & business tax preparation
Financial statement preparation
Journal entries
Account reconciliations
Fixed asset management
Tax research, planning and compliance
Attention to detail, efficiency, teamwork, & communication
Microsoft Office, Quickbooks, and Lacerte
Timeline
Staff Accountant
Teaman, Ramirez, & Smith, Inc.
01.2024 - 06.2026
Package Handler
UPS
09.2020 - 05.2024
Bachelor of Arts - Business Administration With An Accounting Focus