Heather Poirier
La Jolla,CA
Summary
Organized and adaptable individual with experience in event planning and financial oversight. Known for strong communication skills and attention to detail, ready to contribute to impactful initiatives and enhance operational efficiency.
Overview
5
5
years of professional experience
Work History
Volunteer
FRIENDS of La Jolla Elementary
06.2025 - Current
- Assisted in organizing school events to foster community engagement and support educational initiatives.
- Collaborated with teachers and staff to facilitate classroom activities and enhance student learning experiences.
- Collaborated with team members to streamline financial processes.
- Assisted in preparing financial reports and budget forecasts.
- Maintained accurate records of income and expenditures using Excel.
- Supported fundraising initiatives through effective financial tracking.
- Maintained transparent communication with stakeholders regarding the organization''s finances, promoting trust and credibility.
- Collaborated with board members to develop long-term financial goals and strategies for organizational growth.
- Wrote and dispersed checks for teachers and school functions
5th Grade Committee
La Jolla Elemantary
06.2025 - Current
- Audited cash counting at the end of school events
- Assisted with special events and programs.
- Supported engaging, fun, and smooth-running events by helping with organization and planning.
Yearbook Staff Member
La Jolla Elementarey
06.2025 - Current
- Collaborated with peers to design layouts for yearbook pages, enhancing visual appeal and coherence.
- Assisted in photo selection and editing processes, ensuring quality and relevance of images used.
- Managed deadlines for project milestones, fostering team accountability and punctuality.
- Conducted interviews with students and faculty, capturing diverse perspectives for yearbook content.
- Organized and facilitated team meetings to discuss progress, challenges, and brainstorming sessions for creative ideas.
- Developed engaging written content to accompany photographs, enriching storytelling throughout the yearbook.
Tax Preparer/Head Bookkeeper
Russell Ingledew
02.2022 - Current
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Conducted thorough reviews of client financial documents for accuracy and completeness.
- Provided expert advice on tax strategies to minimize liabilities and maximize refunds.
- Utilized advanced tax software to increase accuracy in calculations and reporting of complex tax scenarios.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Reconciled bank statements with general ledger entries for accuracy and consistency.
- Completed tax forms in compliance with legal regulations.
- Reconciled and corrected issues with financial records.
- Handled day-to-day accounting processes to drive financial accuracy.
Tax Preparer
Poirier Tax Professionals
03.2021 - Current
- Prepared and filed individual and business tax returns using industry-standard software.
- Reviewed client financial documents for accuracy and compliance with IRS regulations.
- Advised clients on tax-saving strategies to optimize their financial situations.
- Conducted thorough audits of completed tax returns to ensure precision and legality.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Collaborated with clients to gather necessary information for effective return preparation.
- Stayed updated on changing tax laws to provide informed guidance to clients.
Education
Associate of Science - General Education
San Diego State University
San Diego, CA01-2002
Skills
- Positive attitude
- Teamwork and collaboration
- Organized and efficient
- Problem-solving
Timeline
Volunteer
FRIENDS of La Jolla Elementary
06.2025 - Current
5th Grade Committee
La Jolla Elemantary
06.2025 - Current
Yearbook Staff Member
La Jolla Elementarey
06.2025 - Current
Tax Preparer/Head Bookkeeper
Russell Ingledew
02.2022 - Current
Tax Preparer
Poirier Tax Professionals
03.2021 - Current
Associate of Science - General Education
San Diego State University