Jovanna Lopez
Montebello,CA
Summary
Accounting Assistant with over 7 years of experience in managing financial transactions and compliance at Tapp and Tapp An Accountancy Corp. Proficient in ADP, Excel, and bookkeeping, demonstrating expertise in enhancing reporting precision and payroll efficiency. Committed to maintaining financial integrity and operational excellence through strong leadership and communication skills.
Overview
7
7
years of professional experience
1
1
Certification
Work History
ACCOUNTING ASSISTANT
Tapp and Tapp An Accountancy Corp.
12.2022 - Current
- Manage financial transactions, ensuring accuracy and compliance, enhancing reporting precision.
- Utilize accounting software for data entry and bookkeeping, supporting financial integrity.
- Process payroll and draft formal documents, contributing to smooth operations and communication.
- Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
- Prepared accurate tax returns for individuals, partnerships, corporations, and non-profit organizations, maximizing deductions and credits.
- Assisted in the preparation and filing of various tax forms, including 1099, 706, 941, and 1098, for trust-related entities.
- Prepared Powers of Attorney (POA) documentation for trust management and compliance.
- Supported trust administration by ensuring timely and accurate submission of required tax documents.
- Collaborated with legal and financial teams to ensure compliance with applicable tax regulations.
OFFICE ADMINISTRATOR
Sotomayor & Associates LLP
03.2022 - 08.2022
- Managed correspondence, ensuring timely delivery and response.
- Streamlined email distribution, enhancing communication efficiency.
- Handled phone calls, improving client interaction and service.
- Executed document scanning and printing, supporting office operations.
- Organized filing system, facilitating easy access to information.
- Documented findings from reviews conducted in accordance with accepting auditing standards.
- Conducted comprehensive international tax research to ensure compliance with global regulations.
ADMINISTRATIVE ASSISTANT
First Point Insurance Services
09.2018 - 03.2022
- Quoted and provided detailed insurance options for both commercial and personal auto policies, tailoring recommendations based on client needs and risk assessments.
- Assisted clients with policy cancellations, renewals, and reinstatements, ensuring a smooth transition and continued coverage.
- Analyzed client information to provide competitive pricing and optimal coverage solutions, driving customer satisfaction and retention.
- Maintained accurate records of client interactions and processed all necessary paperwork in compliance with insurance regulations.
- Welcomed visitors and staff, enhancing office atmosphere.
- Managed communication channels, improving response efficiency.
- Handled calls, ensuring seamless information flow.
- Organized documents, supporting administrative tasks.
- Processed payments, ensuring financial accuracy.
Education
Bachelors of Arts - Economics
University of California-Los Angeles
Los Angeles, CA06.2025
Business Administration - undefined
Pasadena City College
Pasadena, CA06.2021
High School Diploma - undefined
Montebello High School
Montebello, CA06.2018
Skills
- Excel
- Microsoft Word
- ADP
- ISolved
- Intuit Lacerte
- Bookkeeping
- Payroll
- Tax Preparation
- Data Entry
- Customer Service
- Communication
- Leadership
- Administrative Support
- Invoicing and collections
- Accounts payable
- MS office
- Invoicing and billing
- Administrative support
- Payment processing
Certification
- Real Estate Agent
- CA Realty Training
- Mar 2022
LANGUAGES
English
Spanish
Timeline
ACCOUNTING ASSISTANT
Tapp and Tapp An Accountancy Corp.
12.2022 - Current
OFFICE ADMINISTRATOR
Sotomayor & Associates LLP
03.2022 - 08.2022
ADMINISTRATIVE ASSISTANT
First Point Insurance Services
09.2018 - 03.2022
Business Administration - undefined
Pasadena City College
High School Diploma - undefined
Montebello High School
Bachelors of Arts - Economics
University of California-Los Angeles
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