Summary
Overview
Work History
Education
Skills
Timeline
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Jessica Olds

Portland

Summary

Accounting professional ready to contribute to financial management and reporting. Known for accuracy in record-keeping and proficiency in auditing and tax preparation. Reliable team collaborator with focus on achieving financial accuracy and supporting dynamic business needs through analytical problem-solving and effective communication. Management of full cycle monthly close, accounts payable, receivables and experience with Oracle ERP.

Overview

13
13
years of professional experience

Work History

Accountant & IRS Enrolled Agent

Batch Bookkeeping & Tax, LLC
10.2019 - 03.2024
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • General Audits/Tax Preparation (From January 2021 to Present, 25 hours per week)
  • Tax Preparation for Small and Mid-Size Corporations (From January 2021 to Present, 25 Hours per week)
  • Tax Preparation for Small and Mid-Size Partnerships (From January 2021 to Present, 25 Hours per week)
  • Maintained compliance by adhering to current tax laws and regulations.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Handled day-to-day accounting processes to drive financial accuracy.
  • Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.
  • Reconciled accounts and reviewed expense data, net worth, and assets.
  • Partnered with auditors to track errors and add contributions to maintain accuracy.
  • Tracked expenses and income for 30+ businesses monthly, while organizing and maintaining bank statements for checking accounts.

Partner & Operations Manager

Benefit Breakdown
08.2011 - 08.2019
  • Supervised operations staff and kept employees compliant with company policies and procedures.
  • Developed systems and procedures to improve operational quality and team efficiency.
  • Established positive and effective communication among unit staff and organization leadership, reducing miscommunications, and missed deadlines.
  • Developed and maintained relationships with over 20 external vendors.
  • Identified appropriate marketing channels and target customers for campaigns.
  • Wrote engaging and successful marketing, advertising, and website copy.
  • Tracked various product sales and costs by analyzing and entering sales, business data and expenses.
  • Maintained and processed invoices, deposits, and money logs.

Education

Licensed Tax Consultant - State Taxation

Oregon Board of Tax Practitioners
Portland, OR
01.2021

Enrolled Agent - Taxation

Internal Revenue Service
Ogden
11.2020

Bachelor of Science - Accounting

Western Governors University
Salt Lake City, UT
10.2018

Skills

  • Superior Attention to Detail
  • Journal Entries
  • Business Operations Analysis
  • General Ledger Updates
  • Oracle Financials
  • Accounts Payable and Accounts Receivable
  • Account and Ledger Reconciliations
  • Business Operations and Forecasting
  • Payroll Processing
  • Financial Statement Review
  • Tax Return Preparation
  • GAAP Accounting Practices
  • Produce Financial Statements

Timeline

Accountant & IRS Enrolled Agent

Batch Bookkeeping & Tax, LLC
10.2019 - 03.2024

Partner & Operations Manager

Benefit Breakdown
08.2011 - 08.2019

Licensed Tax Consultant - State Taxation

Oregon Board of Tax Practitioners

Enrolled Agent - Taxation

Internal Revenue Service

Bachelor of Science - Accounting

Western Governors University

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Jessica Olds