Kate Ratiani
Brooklyn,USA
Summary
Tax Preparer with extensive expertise in analyzing tax documents and preparing Federal and State returns. Over 9 years of experience in Office Administration and Credit Management, proficient in MS Office. Demonstrates exceptional time management, communication, and problem-solving skills, ensuring accuracy and efficiency in all tasks.
Overview
18
18
years of professional experience
Work History
Tax Preparer
H&R Block
Brooklyn, NEW YORK
02.2020 - Current
- Collaborated with clients to analyze tax documents and prepare Federal and State returns
- Determined eligible deductions, ensuring accurate and compliant tax filings
- Provided tax preparation services, resulting in timely and precise tax return submissions
- Resolved customer complaints and verified transactions, ensuring accuracy and customer satisfaction
Quickbooks Data Entry Clerk
OnPoint Business Tax & Accounting
Brooklyn, NY
01.2018 - 02.2020
- Reconcile journals and book balances with bank statements.
- Timely and accurate recording of all invoices and payments in QuickBooks.
- Track all reimbursement payments and ensure all transactions are posted.
- Maintain all vendor and employee files.
Credit Administrator
TBC Bank
Tbilisi, Georgia
08.2011 - 12.2016
- Evaluated records and recommended payment plans, improving repayment consistency and customer trust.
- Conducted detailed financial analyses to determine creditworthiness of potential and existing clients.
- Prepared and presented regular reports on credit risk exposure and performance to senior management.
- Reviewed loan documents prior to funding new loans to verify accuracy of information provided by applicants.
Office Administrator
PCG LLC
Tbilisi, Georgia
07.2006 - 06.2011
- Prepared financial statements, reports, memos and other documents
- Monitored office supply needs with consistent inventory checks and requisition approvals
- Maintained accurate payroll records and submitted data to accounting department for processing
Education
Bachelor's Degree - Business Administration
Tbilisi State University
Tbilisi, Georgia06.2005
Skills
- Time management
- Independent worker
Timeline
Tax Preparer
H&R Block
02.2020 - Current
Quickbooks Data Entry Clerk
OnPoint Business Tax & Accounting
01.2018 - 02.2020
Credit Administrator
TBC Bank
08.2011 - 12.2016
Office Administrator
PCG LLC
07.2006 - 06.2011
Bachelor's Degree - Business Administration
Tbilisi State University
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