Makayla Chambers
Knoxville,IA
Summary
Friendly and hardworking individual looking for part time work outside of my full time accounting position. Drawn to being a part of the local Hy-vee's kind working staff. Interested in helping customers during evening and weekend shifts.
Overview
5
5
years of professional experience
Work History
Tax Staff
Welgaard CPA & Advisors
07.2023 - Current
- Tax preparation of various entities including c corporations, s corporations, and partnerships.
- Bookkeeping and reconciliation for different clients.
- Utilize QuickBooks, CCH products, excel and more.
Low Income Taxpayer Clinic Representative
University Of Denver
01.2023 - 06.2023
- Helped individuals navigate state and federal tax controversy and collections. Assistance included talking with clients and preparing offers in compromise, a penalty abatement, trace refunds and preparing amended returns to claim the earned income tax credit.
- Reviewed some individual IRS transcripts.
Tax Intern
Wall, Smith, Bateman
10.2021 - 05.2022
- Utilized software such as QuickBooks, Accounting CS and Lacerate to prepare returns.
- Experience included 1040 and simple business return work.
- Assisted in bookkeeping for some clients.
Insurance Agent
First Insurance Services
05.2019 - 10.2021
- Helped clients make informed decisions on coverages and which carrier to choose.
- Worked with Safeco, Farmers Alliance, Allstate, Progressive, etc. to place home and auto insurance.
- Some exposure to commercial BOPS, term life and nonstandard market placement.
Marketing Professional
First Insurance Services
05.2019 - 10.2021
- Created the company's "Help Our Community" referral program.
- Started Trivia Tuesday to educate and engage First Insurance Services' Facebook followers.
Education
Bachelor of Arts - Finance
Adams State University
Alamosa, CO12.2021
Skills
- Money counting
- Friendly, Positive Attitude
- Hardworking
Timeline
Tax Staff
Welgaard CPA & Advisors
07.2023 - Current
Low Income Taxpayer Clinic Representative
University Of Denver
01.2023 - 06.2023
Tax Intern
Wall, Smith, Bateman
10.2021 - 05.2022
Insurance Agent
First Insurance Services
05.2019 - 10.2021
Marketing Professional
First Insurance Services
05.2019 - 10.2021
Bachelor of Arts - Finance
Adams State University
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