Hi, I’m
JULIANA C. STEWART
Yukon,OK
Summary
Resourceful Accounting Professional offering several years experience analyzing and evaluating client needs and getting results. In-depth knowledge of accounting and financial principles coupled with familiarity of day-to-day accounting tasks. Strong communicator well-versed in performing compliance reporting, financial planning and preparing tax returns.
Overview
19
years of professional experience
Work History
Stewart Standard, LLC
Accounting Consultant
06.2021 - Current
Job overview
- Tax Preparation for Corporations, S-Corporations, Partnerships and Individual returns.
- Bookkeeping, Tax and Advisory services. Multistate payroll, sales tax and benefits management.
- Consulting on asset investments, allocation and tax planning.
- Interview clients by telephone or in-person to gather financial information.
- Build and manage internal best practice solutions for business owners across a variety of industries.
- Multi-platform proficiency including Quickbooks, QBO, Freshbooks, Sage, Lacerte, Drake Tax, ADP, Paychex, Surepayroll, Gusto, and Buildium Property Management.
L. Myles Smith & Company, PC
Staff Accountant & Senior Payroll Manager
03.2012 - 06.2021
Job overview
- Ensured compliant reporting on government construction contracts exceeding $50 million annually.
- Financial Statement preparation and analysis under the supervision of a licensed CPA.
- Trusted Partner for client banking with fingerprints on file and full authority for multiple clients.
- Implemented new automation products, streamlined processes, and led client relationships.
- Developed systems for PPP & ERC Loan Applications during the 2020 shutdown.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
- Monitored accounts receivable, accounts payable and other account balances to track transactions, avoid discrepancies and maintain accuracy.
Medicus Insurance
Underwriter
03.2008 - 07.2011
Job overview
- Assessed risk for Physicians and Surgeons Medical Malpractice Insurance.
- Played a key role in the successful sale of Medicus Insurance to Norcal Mutual for $54 million.
Liberty Tax
Tax Preparer
07.2008 - 06.2009
Job overview
- Invited to join the marketing team for business-to-business advertising.
- Facilitated in-person meetings for Spanish-speaking and Deaf clients requiring sign language.
Jackson Hewitt Tax Service
Tax Preparer
10.2005 - 05.2007
Job overview
- Processed 1040 tax returns using paperless programs.
- Promoted to Team Lead of Banking Products in 2006 for effective client communication.
- Maintained positive client relationships through clear communication and thoughtful follow-ups.
Education
Cameron University
Master of Science in Experimental Psychology
01.2007
Cameron University
Bachelor of Science in Psychology
01.2005
University Overview
Minor: Accounting
Skills
- Financial Reporting
- Bank Reconciliation
- Payroll Processing
- Cash Flow Management
- Accounts Payable and Receivable
- Fixed Asset Management
- Tax Preparation
- Sales and Excise Tax
- Government Compliance
- Quickbooks & Lacerte
Strengthsandexpertise
- QuickBooks Payroll /AP/ AR Tax Preparation
- Financial Reporting
- Sales Tax/ Excise Tax
- Client Relationship Management
- Team Leadership
- Communication
- Government Reporting
Hobbies and Interests
- Vegetable Gardening
- Hawaiian Hula Dance
- Brazilian Jiu-jitsu
Timeline
Accounting Consultant
Stewart Standard, LLC
06.2021 - Current
Staff Accountant & Senior Payroll Manager
L. Myles Smith & Company, PC
03.2012 - 06.2021
Tax Preparer
Liberty Tax
07.2008 - 06.2009
Underwriter
Medicus Insurance
03.2008 - 07.2011
Tax Preparer
Jackson Hewitt Tax Service
10.2005 - 05.2007
Cameron University
Master of Science in Experimental Psychology
Cameron University
Bachelor of Science in Psychology
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