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, OR01.2021
Enrolled Agent - Taxation
Internal Revenue Service
Ogden11.2020
Bachelor of Science - Accounting
Western Governors University
Salt Lake City, UT10.2018
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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