A devoted Tax Preparer and Finance Analyst Intern with hands-on expertise in financial analysis and tax preparation. Team-oriented and dedicated to self-directed learning. Currently working to complete 150 credit hours and take the CPA exam.
Overview
8
8
years of professional experience
Work History
Volunteer Tax Preparer- IRS VITA. 8 Hours Per Week
Volunteer Center
Fort Wayne, IN
01.2022 - 04.2022
Served as Volunteer Student Tax Preparer for Indiana Volunteer Income Tax Assistance (VITA) program during 2022 tax filing season.
Successfully completed independent online course work with passing score of 80% or higher to receive corresponding IRS national certifications in advanced tax law and ethics issues.
Accurately reviewed and completed appropriate sections of Intake/Interview & Quality Review Sheet for each client to ensure taxpayers with dependents were properly classified prior to return preparation activities.
Analyzed tax documents to prepare federal and state individual income tax returns and advise low-income taxpayers on completion of their respective tax returns.
Maintained security, privacy and confidentiality of all taxpayer information in accordance with IRS Volunteer Standards of Conduct program procedures
Finance Analyst Intern
Trelleborg Sealing Solutions
Fort Wayne, IN
02.2021 - 04.2022
Assisted Finance team with accounts payable invoice processing and other accounting functions
Used JDE software to run various reports.
Assisted AP Specialist with external vendor invoices.
Prepared Sales Tax information by 10th of month
Assisted with account reviews and preparation for account reviews
Assisted with other items as directed by Finance department.
Assistant Credit Manager
Hared Petroleum Limited
Jinja, Uganda
10.2010 - 07.2017
Monitored accounts for signs of fraud and non-payment issues.
Supported Credit manager in day to day operation and projects
Generated and issued invoices to customers for payments.
Received payments and posted daily fuel transactions.
Performed any duty assigned.
Education
Post-Baccalaureate Certificate - Accounting
Indiana University - Purdue University Fort Wayne
Fort Wayne, IN
05.2022
MBA - Business Administration
Trine University
Angola, IN
05.2019
Bachelor of Science - Information Technology
Sikkim Manipal University
India
12.2010
Skills
Invoice Processing
Accounting and Finance
Data Entry
JD Edwards system
Individual Tax Returns
Tax Return Filing
Verbal and Written Communication
Microsoft Office
Time Management
Timeline
Volunteer Tax Preparer- IRS VITA. 8 Hours Per Week