Accountable business professionals with demonstrated career success are seeking accounting opportunities to further leverage their educational and professional experiences. strong business acumen and organizational skills; adept at tax preparation, financial analysis, reporting, financial statements, and account reconciliations. track record of collaborating with stakeholders to exceed daily performance goals and metrics. bi-lingual in English and Arabic.
Overview
19
19
years of professional experience
Work History
Tax Preparer/Financial Analyst
AM Financial & Insurance Services
Bakersfield, USA
01.2019 - Current
Provide tax assistance and preparation for clients across various industries and formations including partnerships, small businesses, sole proprietors, S-corporations, and C-corporations.
Prepare and distribute 1099 forms to clients and contractors.
Handle administrative duties including answering calls, submitting client correspondence, compiling client information, and follow-up on referrals.
Assess clients' insurance needs and shop and negotiate insurance policies to various brokers.
Analyze profit and loss statements and tax returns for clients to obtain mortgage approval letters.
Attained Certificate of Completion for Financial Services and Insurance training.
Create and distribute quotes, claims and invoices.
Keeping track of transaction statuses, including payment histories, partial payments and past-due fees.
Following up with customers, managing accounts and resolving disputes.
Driver
Uber/Lyft
San Francisco, USA
01.2014 - Current
Provided exceptional customer service and experiences while navigating clients to their destinations.
Increased awareness of the Bay area providing tourist recommendations when appropriate.
Sales Representative
Metro PCS
Bakersfield, USA
01.2008 - 12.2013
Activated cell phones and inputted customer data for wireless company.
Conducted daily physical inventory controls and researched variances.
Resolved customer issues and problems directly or through escalation to departments.