Lynette Gallagher
Fairfield,NJ
Summary
Accomplished Bookkeeping Assistant/Tax Preparer adept in QuickBooks and Lacerte tax software, showcasing exceptional data inputting and financial reporting skills. 5+ years in tax preparation, offering careful documentation, attention to detail and outstanding organizational abilities.
Overview
5
5
years of professional experience
Work History
Bookkeeping Assistant/Tax Preparer
Zerbo, Zambito and Cafaro
Fairfield, NJ
11.2019 - Current
- Organize, scan and review client tax documents
- Assist in gathering missing information and answer basic questions from clients
- Ensure timely preparation of tax documents
- Prepare and input tax return information (1040) into Lacerte.
- Utilized software programs such as Quickbooks to enter data into the general ledger.
- Performed monthly bank reconciliations to ensure accuracy of financial records.
- Created journal entries to record miscellaneous cash receipts and other adjustments as needed.
- Generated reports for management review using accounting software programs using QuickBooks.
- Performed additional duties such as filing documents and preparing spreadsheets, as needed.
- Ensured confidentiality and security of financial records.
Education
Bachelor of Science - Business Administration
West Virginia University
Morgantown, WV06-1993
Skills
- QuickBooks desktop and online
- Lacerte tax software
- Microsoft Excel
- Microsoft Office
- Data inputting
- Monthly bank reconciliation
- Accounts payable management
- Financial reporting
Timeline
Bookkeeping Assistant/Tax Preparer
Zerbo, Zambito and Cafaro
11.2019 - Current
Bachelor of Science - Business Administration
West Virginia University
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