Summary
Overview
Work History
Education
Skills
Timeline
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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, WV
06-1993

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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Lynette Gallagher