Seeking a position in an interactive environment to serve clients in a well-established, reputable company where I can utilize and develop my customer service skills.
Overview
4
4
years of professional experience
Work History
Accountant – Bookkeeping & Taxes
Smartbooks Accounting
08.2023 - Current
Utilize QuickBooks to maintain precise and current financial records for multiple clients, ensuring compliance with all relevant regulations and standards
Utilize Microsoft Excel to develop account reconciliations by comparing them with monthly bank statements
Facilitate the entire process from tax return assembly to client review and signature acquisition, ensuring meticulous completion of all bookkeeping tasks
Generate financial statements while addressing and reconciling discrepancies
Prepare and file federal tax returns, ensuring compliance with all relevant tax laws and regulations
Maintained and updated customer files for necessary changes
Provided support and solutions to customers' inquiries, issues, and requests through various communication channels such as phone, email, or live chat.
Accountant Trainee
Al- Takaful Insurance Co
11.2020 - 04.2021
Reviewed client reports for accuracy and completeness
Relayed important claim information and provided documents to clients
Handled client check-ins and managed the appointment scheduling system.