Jared Langley
Oakdale,CA
Summary
Highly motivated accountant with 5 years of private and public accounting experience, a bachelor's degree in accounting, and an Enrolled Agent license. Seeking a tax accountant position at Tate Group to collaborate with others in delivering excellent quality service to both individual and corporate clients.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Accountant
Marpe Finance and Accounting
04.2023 - Current
- Prepared GAAP compliant financial statements in Excel using financial data from QuickBooks Online, bank statements, and payroll reports;
- Prepared federal and state tax returns for corporate and individual clients using Drake Tax software, including preparing forms 1120, 1120S, 1040, 1065, 100, 100S, and 540;
- Assisted clients with compliance obligations, including preparing and filing 1099 information returns, state franchise tax reports, and estimated tax payments;
- Interacted with the IRS and various state level agencies to investigate and resolve client tax and compliance issues;
- Performed research and communicated daily with clients to respond to inquiries on general accounting and tax law.
Staff Accountant
Valley First Credit Union
05.2019 - 12.2023
- Daily processing of Visa settlement report, including compiling data from 10+ reports into Excel, posting to 20+ general ledgers, and reconciling each general ledger using Excel;
- Balancing over 40 general ledgers monthly, including reconciling to reports and correcting outages;
- Assisting with monthly, quarterly, and annual closing of the books;
- Assisted with quarterly Call Report, creating reports in Excel based on balance sheet and income statement information;
- Worked within a team setting to prepare and file annual property tax reports;
- Assisted with processing mail from Credit Union members;
- Provided general office accounting support as needed.
Teller
Chase Bank
05.2018 - 05.2019
- Provided account service to customers by receiving deposit and loan payments, cashing checks, processing account withdrawals, issuing cashier's checks, and providing other services as needed;
- Serviced ATM's, including adding cash and removing customer deposits;
- Performed specific cash handling duties as vault custodian, including ordering cash for the branch, maintaining cash inventory, and balancing the bank vault weekly;
- Provided excellent customer service to ensure that each client was supported while in the branch.
Guest Service Team Lead
Target
06.2017 - 05.2018
- Managed the front end of the store to ensure smooth operation of checkout lanes and t=he Guest Services counter;
- Provided exemplary customer service to Target guests, including de-escalating situations when a customer was upset;
- Resolved any issues with merchandise pricing or inventory discrepancies;
- Motivated and coached my team to meet performance goals;
- Emptied cash registers at the end of the day and restocked with cash for the next day's opening shift;
- Trained new team members on checkout lanes and the Guest Services counter;
- Coordinated employee break and meal schedules.
Education
Bachelor of Science (B.S.) - Accounting -
Thomas Edison State University
Trenton06.2021
Skills
- Excel
- Word
- Drake Tax
- GAAP Accounting
- Tax Return Filing
- Tax Preparation
Certification
Enrolled Agent, 2023, IRS
Volunteer Experience
Accountant, Tracy City Center Association, Assisted with financial tracking through QuickBooks and performed quarterly tax filing.
Timeline
Accountant
Marpe Finance and Accounting
04.2023 - Current
Staff Accountant
Valley First Credit Union
05.2019 - 12.2023
Teller
Chase Bank
05.2018 - 05.2019
Guest Service Team Lead
Target
06.2017 - 05.2018
Bachelor of Science (B.S.) - Accounting -
Thomas Edison State University