Staff Accountant with in-office expertise, honed at Lovvorn & Kieschnick, LLP. Proven track record in conducting thorough audits and following the compliance process. Adept at collaborating with clients and team members, ensuring accuracy and efficiency in financial reporting and tax preparation. Passionate about delivering exceptional results and building a career while simultaneously studying for the CPA exam.
Overview
3
3
years of professional experience
Work History
Staff Accountant
Lovvorn & Kieschnick, LLP
11.2023 - 09.2025
Conducted detailed audits of financial statements and bank statements for compliance with regulations and general ledger accuracy.
Collaborated with clients to gather necessary documentation for audit processes.
Handled incoming calls and directed inquiries to appropriate staff members.
Entered data into spreadsheets using Microsoft Excel, or other similar programs, such as AuditWare, Microsoft Word, and Accounting C/S.
Maintained office supplies inventory by checking stock to determine inventory level.
Composed letters, memos, reports, emails, presentations and other written correspondence as required by management staff.
Performed basic bookkeeping duties, such as entering client data into accounting software programs, including Accounting C/S, and QuickBooks.
Reviewed clients' prior years' tax returns in order to complete their current year tax return.
Payroll Staff Accountant
Raul Torres CPA Firm
Corpus Christi, Texas
01.2023 - 06.2023
Assisted in the development of payroll procedures and processes, as well as updating the filing system.
Onboard activities for new clients, ensuring that they receive the necessary information regarding payroll procedures.
Process payroll for all clients using automated payroll systems.
Posted financial data in Excel spreadsheets in order to use the necessary formulas to calculate the 941 worksheet for each client.
Assisted team members with daily operational tasks and activities, such as generating financial reports for management review.
Maintained the cleanliness and organization of work areas daily.