Julie Recker
Coatesville,PA
Summary
Business-focused accounting professional with experience in bookkeeping, tax preparation, and office administration. Skilled in QuickBooks and accurate data entry to support reliable financial records and client service. Maintains error-controlled workflows to support timely filings and on-schedule documentation. Effective remote work coordination and communication.
Overview
32
32
years of professional experience
Work History
Junior Accountant
Ruggiero & Company
Chester Springs, Pennsylvania
03.2022 - Current
- Prepared monthly financial statements and reports for timely financial review.
- Maintained accurate account balances through regular bank reconciliations.
- Supported bookkeeping records for daily accounts receivable, accounts payable, bank reconciliation, and disbursement activity.
- Posted ledger entries and updated accounts receivable payments for accurate financial tracking.
- Completed tax work in Wolters Kluwer CCH Tax Pro software.
- Supported sales tax and income tax returns through preparation and filing assistance.
- Processed payroll entries and filings for clients.
- Resolved notices from taxing authorities to ensure compliance and mitigate client liabilities.
Owner & Operator-Cleaning Company
Self
Coatesville, PA
09.1994 - 12.2020
- Managed daily operations for self-run business while following service standards and maintaining positive customer experience.
- Handled daily business operations, including staff, sales, inventory, and accounting.
- Assisted with daily business tasks, including staff coordination, sales tracking, inventory control, and accounting review to support efficient operations.
- Maintained accurate financial records, invoices, and expense tracking to ensure fiscal responsibility for self-run enterprise.
- Facilitated recruitment and onboarding training for new employees to enhance team integration.
- Cultivated long-term customer relationships through exceptional service, professional engagement, and prompt issue resolution.
- Calculated net income and adjusted strategies to increase income and bottom-line profits.
Tax Preparer
Chesco Tax, Inc.
Downingtown, PA
09.2011 - 02.2018
- Helped prepare tax returns so clients could access deductions and credits.
- Supported preparation of individual tax returns in line with current tax regulations.
- Reviewed financial records closely to support accuracy and completeness.
- Interviewed clients to collect income, deduction, and filing details.
- Resolved client questions and tax issues to strengthen client support.
- Addressed client concerns about returns, payments, and filing rules to improve satisfaction.
- Updated client files with required documentation.
- Added supporting documents and correspondence notes for efficient record-keeping.
- Maintained accurate records of client transactions and filings for compliance.
- Prepared written responses and amended returns for state and federal tax notices.
- Submitted tax documents by deadlines to meet regulatory requirements.
- Supported client responses to IRS notices of deficiency and audit findings.
- Built spreadsheets showing income sources, deductions, credits, and estimated payments.
- Coordinated multiple tax preparation tasks to streamline workflow during peak season.
- Managed preparation assignments while meeting filing deadlines.
Education
Bachelor of Arts - Accounting
Immaculata University
Immaculata, PA01-2009
Skills
- Customer service excellence
- Data entry and accuracy
- QuickBooks proficiency
- Core accounting practices
- Microsoft Office 365
- Client management
- Remote work capabilities
- Tax preparation expertise
- Office administration skills
- Verbal and written communication
Timeline
Junior Accountant
Ruggiero & Company
03.2022 - Current
Tax Preparer
Chesco Tax, Inc.
09.2011 - 02.2018
Owner & Operator-Cleaning Company
Self
09.1994 - 12.2020
Bachelor of Arts - Accounting
Immaculata University