Laura Ramirez
Hope Mills,NC
Summary
Results-driven individual with a solid track record in delivering quality work. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Junior Accountant
Florence Black & Associates
Fayetteville, NC
05.2024 - Current
- Worked with small-to-medium sized businesses with annual revenue ranging from $50K to $1.5M annually
- Prepared individual, small business, corporate, and estate tax returns
- Prepared and filed tax returns for trusts and irrevocable trusts
- Ensured compliance with all applicable tax laws and regulations, reducing the risk of audits and penalties
- Assisted in maintaining accurate and complete financial records in compliance with accounting principles
- Analyzed and compiled financial data to produce accurate year-end financial statements including adjusting journal entries, balance sheets, income statements, and cash flow statements
- Created monthly/yearly sales summary, expense, and stock summary reports on Excel
- Submitted payroll on a weekly, biweekly or monthly basis
- Processed payroll tax calculations, submitted payroll, sales tax, EFTPS, and state taxes on time
- Prepared and processed quarterly and annual taxes for Form 941 and 940
- Reconciled monthly account statements and resolved any discrepancies to ensure accuracy
Accountant Assistant
American Mobile Truck Wash
Remote, NC
06.2021 - 05.2024
- Managed bookkeeping functions using QuickBooks to ensure accurate financial recordkeeping and reporting
- Oversaw petty cash disbursements and prepared reconciliation reports
- Assisted in preparation of financial statements, reports, and records
- Monitored inventory, ordered business supplies, and kept records of business expenses
- Processed invoices and reconciled accounts payable transactions
- Communicated with vendors and clients to facilitate timely payments and reduce outstanding accounts receivable
- Assisted with budget preparation and monitoring financial performances against it
- Supported month-end and year-end close out processes by preparing journal entries, adjusting journal entries, and financial schedules
- Performed clerical duties such as data entry, filing paperwork, creating Excel spreadsheets for recordkeeping
- Provided support to accountant as needed
Tax Preparer
Intuit Turbo Tax
Remote, NC
12.2023 - 04.2024
- Prepared and reviewed federal, small business, and multiple state tax returns
- Advise clients how to reduce tax liability for following years
- Knowledgeable in multiple state tax laws and regulations
- Researched tax questions, provided solutions, abiding with federal and state regulations
- Amended current year and prior year tax returns while staying compliant with IRS codes and laws
- Stayed current with changes in tax laws and regulations
- Participated in internal training to stay up to date with company software changes
- Calculated quarterly estimated tax payments for individuals, self-employed clients, and small businesses
- Prepared and reviewed Schedule K-1 forms for partnerships, S corporations, and trusts ensuring accurate allocation of income, deduction, and timely distribution to beneficiaries if needed
Commercial Account Manager
Willis Towers Watson
Irvine, CA
03.2018 - 06.2021
- Assigned to the construction team and focused on insuring construction projects
- Assisted other account managers and account executives with new policies, renewals, and marketing accounts
- Monitored and managed renewal timelines to ensure uninterrupted coverage for clients
- Reviewed 100+ page policies to to confirm accuracy of coverages, dates, named insureds, additional named insureds, and endorsements
- Conducted regular policy reviews with other account managers to identify potential gaps and recommended appropriate coverage adjustments
- Issued Certificates of Insurance for new business, renewals, and endorsements
- Worked with carriers to implement policy endorsements, changes, and renewals in a timely manner
- Reviewed carrier quotes and proposals to identify best coverage solutions for clients
- Maintained strong professional relationships with underwriters to facilitate efficient policy placement and resolution of coverage issues
- Experienced with Epic and AMS 360
Account Representative
State Farm Insurance
Huntington Beach, CA
07.2013 - 03.2018
- Identified and pursued new sales opportunities for Auto, Fire, Life, and Health Insurance products
- Developed and maintained professional relationships with clients, auto dealerships, and small businesses for new business opportunities
- Conducted needs assessments with clients in order to recommend appropriate insurance products and coverage limits
- Educated clients on insurance options, coverages, and the benefits to help them make informed decisions
- Addressed and resolved client concerns and issues in a timely and effective manner
- Delivered Life Insurance presentations to prospective clients, explaining policy details, and benefits while staying compliant with company guidelines
- Maintained detailed records of sales activities and client interactions in ABS and Salesforce software
- Notarized Power of Attorney's for auto loans and refinances through company's bank products
- Prepared month-to-month bank reconciliations for the agency through Quicken software
- Experienced with ECRM
Tax Preparer
H&R Block
Orange, CA
12.2013 - 04.2017
- Prepared and filed federal and state income tax returns for both individuals and small businesses
- Conducted in-person client interviews to gather necessary documentation and information for tax preparation
- Maintained strict confidentiality of client information in accordance with privacy laws and regulations
- Corrected previously filed tax returns to amend errors or claim additional deductions and credits
- Provided excellent client service by answering basic tax-related questions and explaining tax forms
- Performed routine administrative duties such as organizing client files, managing deadlines, tracking tax return statuses, and ensure office files were all in order
Education
Bachelor of Science - Forensic Accounting
Southern New Hampshire University
Online12-2024
Associate of Science - Accounting
Santa Ana College
Santa Ana, CA08-2016
Skills
- Accounting
- Tax Preparation
- Bookkeeping
- QuickBooks
- Commercial Insurance
- Personal Insurance
Languages
Spanish
Full Professional
Certification
- Property and Casualty Insurance License
- Enrolled Agent (EA) - In Progress
Timeline
Junior Accountant
Florence Black & Associates
05.2024 - Current
Tax Preparer
Intuit Turbo Tax
12.2023 - 04.2024
Accountant Assistant
American Mobile Truck Wash
06.2021 - 05.2024
Commercial Account Manager
Willis Towers Watson
03.2018 - 06.2021
Tax Preparer
H&R Block
12.2013 - 04.2017
Account Representative
State Farm Insurance
07.2013 - 03.2018
Bachelor of Science - Forensic Accounting
Southern New Hampshire University
Associate of Science - Accounting
Santa Ana College
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