Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic

Maria Munoz

Hesperia,CA

Summary

Accomplished Bookkeeper and Tax Preparer with a proven track record at Karens Party Supplies and Lunas Tax Services. Expert in QuickBooks and bank statement reconciliation, demonstrating superior attention to detail and exceptional client service. Achieved efficient cash flow management and fostered client trust through meticulous record preparation and confidentiality.

Overview

10
10
years of professional experience

Work History

Bookkeeper

Karens Party Supplies
06.2021 - 12.2024
  • Maintained and processed invoices, deposits, and money logs.
  • Prepared monthly bank reconciliations to ensure accurate representation of company''s financial position.
  • Inspected account books and recorded transactions.
  • Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.

Sales Associate

High desert jewelry
12.2024 - Current
  • Handled customer relations issues, enabling quick resolution, and client satisfaction.
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
  • Prepared merchandise for sales floor by pricing or tagging.
  • Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.

Tax Preparer

Lunas Tax Services
03.2019 - 06.2021
  • Built strong rapport with clients through clear communication and regular updates on the status of their tax filings.
  • Assessed client tax situations to determine best filing options.
  • Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
  • Maintained compliance by adhering to current tax laws and regulations.
  • Communicated with clients regarding tax situations, providing guidance on financial decisions.
  • Managed multiple deadlines efficiently, ensuring all clients'' taxes were filed on time without compromising quality or accuracy.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.

Receptionist

Marry Immaculate Church
01.2015 - 01.2019
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Resolved customer problems and complaints.
  • Answered phone promptly and directed incoming calls to correct offices.
  • Welcomed customers with friendly greeting, answered general questions, gathered nature of visit and directed to specific offices.
  • Handled cash transactions and maintained sales and payments records accurately.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Maintained a well-organized reception area with updated materials, contributing to a welcoming environment for visitors.
  • Organized, maintained and updated information in computer databases.
  • Responded to inquiries from callers seeking information.
  • Confirmed appointments, communicated with clients, and updated client records.
  • Answered central telephone system and directed calls accordingly.
  • Demonstrated strong multitasking abilities while managing numerous tasks simultaneously under tight deadlines.
  • Managed multiple tasks and met time-sensitive deadlines.
  • Handled sensitive information with discretion while maintaining strict confidentiality standards.

Education

GED - Accounting And Finance

San Fernando Senior High School
San Fernando, CA
06.2018

Skills

  • Bookkeeping
  • Accounts receivable
  • Accounting and bookkeeping
  • Quickbooks
  • Invoice processing
  • Bank statement reconciliation
  • Payroll processing
  • Advanced computer skills
  • Payroll administration
  • Record preparation
  • Cash flow management
  • Superior attention to detail

Languages

English
Professional Working
Spanish
Native or Bilingual

Timeline

Sales Associate

High desert jewelry
12.2024 - Current

Bookkeeper

Karens Party Supplies
06.2021 - 12.2024

Tax Preparer

Lunas Tax Services
03.2019 - 06.2021

Receptionist

Marry Immaculate Church
01.2015 - 01.2019

GED - Accounting And Finance

San Fernando Senior High School

Similar Profiles

CREATE PROFILE
Maria Munoz