Summary
Overview
Work History
Education
Skills
Additional Information
Timeline
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Jordan Torres

Valley Village,CA

Summary

Seasoned Financial Services Associate with 3 years of experience providing In-depth knowledge of accounting practices, principles, requirements and support services. Proficient in QuickBooks, Lacerte, and Profiler. A motivated worker with strong organizational skills and multitasking.

Overview

4
4
years of professional experience

Work History

Payment Operations Specialist

Outco
San Francisco, CA
08.2020 - Current
  • Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
  • Processed posting and reconciling payments and addressing aged receivables.
  • Reached out to customers in order to resolve account problems.
  • Interfaced with customers to bring accounts current with suitable repayment plans.
  • Coded invoices and other records to maintain organized and accurate records.

Tax Preparer

Jackson Hewitt
Los Angeles, CA
02.2023 - 04.2023
  • Advised clients to comply with IRS regulations and meet state and federal tax obligations.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
  • `Used appropriate adjustments, deductions and credits to keep clients' taxes to minimum.

Bookkeeping Administrative Assistant

Staffer & Flint
Tarzana, CA
07.2023 - 12.2023
  • Compiled financial data from various sources to prepare journal entries or other documents in accordance with established accounting principles.
  • Maintained accurate filing systems for all accounting records, including invoices, receipts and payments.
  • Assisted in the preparation of financial statements and reports as requested by management.
  • Reconciled bank accounts on a regular basis to detect irregularities or discrepancies in transactions.

Tax Assistant

Robert Hall and Associates
Glendale, CA
01.2021 - 12.2022
  • Answered phones to direct callers, schedule appointments and provide general office information.
  • Conducted research and compiled backup documentation.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Communicated with federal and state tax agencies to obtain best resolution for clients.

Education

Some College (No Degree) - Liberal Arts And Sciences

Mesa Community College
Mesa, AZ

Skills

  • Interpersonal and written communication
  • Sales assistance
  • Proficient in Microsoft Word, QuickBooks, Airtable
  • Organization
  • Problem resolution
  • Multitasking
  • People skills
  • Time management

Additional Information

  • Enrolled Agent (Current)
  • PTIN (Current)
  • Intuit Academy Bookkeeping Professional Certificate (Current)

Timeline

Bookkeeping Administrative Assistant

Staffer & Flint
07.2023 - 12.2023

Tax Preparer

Jackson Hewitt
02.2023 - 04.2023

Tax Assistant

Robert Hall and Associates
01.2021 - 12.2022

Payment Operations Specialist

Outco
08.2020 - Current

Some College (No Degree) - Liberal Arts And Sciences

Mesa Community College

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Jordan Torres