Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Jake Lipford

Elizabethton,TN

Summary

Detail-oriented accounting graduate with practical experience in bookkeeping and tax preparation. Proficient in data entry, account reconciliation, and utilizing accounting software. Demonstrated strong analytical and problem-solving skills in a professional setting. Seeking to leverage accounting expertise in a dynamic, growth-oriented organization.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Accountant

Margaret W. Moses CPA
Elizabethton, Tennessee
01.2023 - Current
  • Assisted in tax preparation by gathering necessary documentation from clients.
  • Utilized tax software to streamline return preparation and documentation processes.
  • Conducted monthly reconciliations of bank statements to maintain accurate records.
  • Reviewed client account discrepancies and resolved issues promptly.
  • Recorded financial transactions using accounting software systems.
  • Processed payroll for companies using automated payroll systems.
  • Maintained employee records and updated payroll information as necessary.
  • Assisted in preparing payroll reports for review.
  • Calculated accurate wages, including overtime, salary increases and bonuses.

Education

BBA - Accounting

East Tennessee State University
Johnson City, TN
12-2024

Skills

  • Tax preparation
  • Payroll processing
  • Accounting software
  • Documentation management
  • Data entry accuracy
  • Record keeping
  • Problem solving
  • Attention to detail
  • Critical thinking
  • Bookkeeping
  • General ledger accounting
  • Microsoft Excel

Certification

Currently studying for the "FAR" section of the CPA exam

Timeline

Accountant

Margaret W. Moses CPA
01.2023 - Current

BBA - Accounting

East Tennessee State University