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
2023.07 - 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
2023.01 - 2023.06
- 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
2021.10 - 2022.05
- 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
2019.05 - 2021.10
- 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
2019.05 - 2021.10
- 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
2023.07 - Current
Low Income Taxpayer Clinic Representative
University Of Denver
2023.01 - 2023.06
Tax Intern
Wall, Smith, Bateman
2021.10 - 2022.05
Insurance Agent
First Insurance Services
2019.05 - 2021.10
Marketing Professional
First Insurance Services
2019.05 - 2021.10
Bachelor of Arts - Finance
Adams State University
Similar Profiles
Jarod RobertsJarod Roberts
Accounting Intern at SSC CPA + AdvisorsAccounting Intern at SSC CPA + Advisors
Elizabeth SprouseElizabeth Sprouse
Accounting Services Support at BNA CPA & AdvisorsAccounting Services Support at BNA CPA & Advisors
Shamila ShafiqShamila Shafiq
Trainee Accountant at Premier Advisors - CPA AccountantsTrainee Accountant at Premier Advisors - CPA Accountants