Jena Poston
Summary
Results-driven finance professional with expertise in tax preparation, bookkeeping, and financial record management. Demonstrates strong analytical and organizational skills in ensuring regulatory compliance and delivering tailored financial solutions for individuals and small businesses. Experienced with Microsoft Excel, QuickBooks, and Drake Tax, effectively managing multiple priorities in fast-paced environments.
Overview
5
5
years of professional experience
Work History
Tax Professional
Remedy Tax & Financial
Charlotte, NC
10.2023 - Current
- Prepared and reviewed individual and small business tax returns while ensuring compliance with federal and state tax regulations.
- Analyzed financial records and income statements to identify discrepancies, maximize eligible deductions, and ensure reporting accuracy.
- Analyzed financial records, income statements, and supporting documentation to identify discrepancies, maximize eligible deductions, and maintain reporting accuracy.
- Verified and entered financial data accurately, ensuring integrity of tax filings and financial documentation.
- Managed a high-volume client portfolio during peak tax seasons, consistently balancing competing priorities while delivering accurate work and exceptional client service.
- Managed bookkeeping activities, including transaction recording, account reconciliation, and maintenance of organized financial records.
- Managed high-volume client portfolio during peak tax seasons, balancing competing priorities to deliver accurate work and exceptional client service.
Founder & Business Consultant
Jenaration Marketing
Charlotte, NC
06.2021 - Current
- Advised entrepreneurs and small business owners on business formation, operational planning, and growth strategy.
- Developed business plans, financial projections, and strategic documentation that facilitated client funding and expansion initiatives.
- Conducted market research and business analysis to support strategic decision-making and operational improvements.
- Performed market research and business analysis that informed strategic decision-making and identified operational improvements.
- Coordinated client engagements, ensuring timely project completion and delivery of high-quality outcomes.
- Developed presentations, reports, and client-facing materials for investor meetings and business development opportunities.
Education
Bachelor of Science - Marketing
UNC Charlotte
Charlotte, NC12-2020
Skills
- Tax Compliance
- Tax Preparation
- Financial Reporting
- Financial Data Analysis
- Regulatory Compliance
- Financial Documentation
- Financial records management
- Tax Software
- Microsoft Excel
- Business Analysis
- Client Relationship Management
- QuickBooks
Timeline
Tax Professional
Remedy Tax & Financial
10.2023 - Current
Founder & Business Consultant
Jenaration Marketing
06.2021 - Current
Bachelor of Science - Marketing
UNC Charlotte