Kelsey Stewart
Vancouver,WA
Summary
Detail-oriented Tax Preparer with extensive experience in income tax preparation and compliance. Proven ability to educate clients on tax strategies while managing appointments and maintaining organized records.
Finance professional with significant expertise in managing comprehensive bookkeeping responsibilities, including accounts payable and receivable. Recognized for reliability in maintaining accurate financial records. Known for adaptability in dynamic environments.
Overview
8
8
years of professional experience
Work History
Tax Preparer
Jackson Hewitt
Vancouver, WA
06.2021 - 10.2024
- Prepared and filed federal and state tax returns for diverse clientele.
- Reviewed client financial documents to ensure accuracy and compliance with regulations.
- Educated clients on tax implications, deductions, and credits applicable to their situations.
- Managed client appointments and maintained organized records for efficient workflow.
Tax Preparer & Bookkeeper
Diana Day Murphy Inc.
Bend, OR
12.2016 - 02.2021
- Prepared and filed federal and state tax returns for individual and business clients.
- Reviewed financial documents to ensure compliance with current tax regulations.
- Assisted clients in understanding tax liabilities and potential deductions.
- Utilized tax preparation software to enhance accuracy and efficiency in processing returns.
- Managed accounts payable and receivable processes to ensure timely financial reporting.
- Reconciled bank statements and general ledger accounts for accuracy and consistency.
- Conducted interviews and assessments, ensuring alignment with organizational culture and values.
Education
Social Psychology
American River Collage
Sacramento, CA06-2016
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Corporate tax returns
- Bookkeeping
Accomplishments
Longlisted for the 2016 Olympics in Three-Day Eventing.
Languages
Spanish
Native or Bilingual
Interests
- Horseback riding
- Hiking
- Camping
Timeline
Tax Preparer
Jackson Hewitt
06.2021 - 10.2024
Tax Preparer & Bookkeeper
Diana Day Murphy Inc.
12.2016 - 02.2021
Social Psychology
American River Collage