Overview
Work History
Education
Skills
Volunteer Work
Timeline
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Harmonee Lewis

Richmond

Overview

4
4
years of professional experience

Work History

Tax Accountant Assistant

Allred Jackson
10.2024 - Current
  • Delivered professional, friendly customer service with daily client interaction, building trust and maintaining strong relationships through excellent communication and people skills.
  • Supported accountants with preparation and organization of client financial documents, tax returns, and trust records.
  • Managed engagement letters and client communications, ensuring timely signatures and secure delivery through SafeSend.
  • Maintained accurate filing systems, spreadsheets, and databases to track client accounts and entity information.
  • Provided professional client service by handling inquiries, scheduling meetings, and coordinating deadlines.
  • Ensured confidentiality and compliance with firm policies and accounting standards.

Sales lead

Amara Med Spa
08.2023 - 10.2024
  • Help organize and schedule appointments to provide an efficient schedule.
  • Made outbound and inbound calls regarding appointments.
  • Provided consistent customer service for clients.
  • Worked hard to achieve a daily sales quota.

Nanny

Self-employed
06.2024 - 09.2024
  • Provided attentive and nurturing care to children ages 1-3
  • Conducted errands such as grocery shopping, and other household tasks as needed
  • Cared for children by supervising activities, ensuring safety, and fostering a positive environment.

Sales associate

Hope Ave
03.2021 - 05.2023
  • Helped customers find specific products, answered questions and offered product advice.
  • Engaged customers in friendly, professional dialogue to determine needs.
  • Answered incoming calls to provide store, products and services information.
  • Assisted teammates with sales-processing tasks to meet daily goals.

Education

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Sky View
Smithfield, Utah
05.2023

Skills

  • Client Relations & Customer Service
  • Professional Communication (verbal & written)
  • Engagement Letter Management (SafeSend)
  • Document Preparation & Organization
  • Scheduling & Calendar Management
  • Microsoft Office Suite (Excel, Word, Outlook)
  • Filing Systems & Database Management
  • Problem-Solving & Attention to Detail
  • Confidentiality & Compliance
  • Team Collaboration & Support
  • Time Management & Multitasking

Volunteer Work

Humanitarian Exploration - Belize, Cayo

July 2023

  • Assisted in the construction of a school to support local children and families.
  • Organized and led youth activities with the local ward, fostering community engagement and cultural connection.
  • Demonstrated teamwork, adaptability, and leadership in an international service environment.
  • Gained hands-on experience in community development and humanitarian outreach.

Timeline

Tax Accountant Assistant

Allred Jackson
10.2024 - Current

Nanny

Self-employed
06.2024 - 09.2024

Sales lead

Amara Med Spa
08.2023 - 10.2024

Sales associate

Hope Ave
03.2021 - 05.2023

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Sky View

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Harmonee Lewis