Detail-oriented Tax Preparer with 3 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
3
3
years of professional experience
Work History
Accounting Clerk
Human Resources Agency of New Britain (HRA)
02.2022 - Current
Identified and resolved internal accounting variances, promoting data accuracy.
Maintained accounting records utilizing in-house and client systems.
Managed accounts payable and receivables and payroll.
Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
Inspected account books and recorded transactions.
Matched purchase orders with invoices and recorded necessary information.
Handled day-to-day accounting processes to drive financial accuracy.
Tracked financial progress by creating quarterly and yearly balance sheets.
Implemented new accounting processes to decrease spending and work flow downtime.
Supported management by processing invoices and documents with consistent on-time delivery.
Generated invoices upon receipt of billing information and tracked collection progress.
Managed complex problem-solving for upper management in order to complete projects on-time and within budget.
Reconciled accounts, managed audits and updated financial records with remarkable accuracy.
Reduced financial discrepancies, effectively reconciling bank accounts and organizing information into accounting software.
Maintained account accuracy by reviewing and reconciling checks monthly.
Input financial data and produced reports using [Software].
Input high volume of monthly invoices with consistent accuracy.
Volunteer – Advanced Tax Preparer (Seasonal)
Human Resources Agency of New Britain (HRA)
New Britain
01.2024 - 04.2024
Provided income tax assistance for low income families
Prepared and filed annual tax returns with the IRS
Completed Volunteer Income Tax Assistance (VITA)/Tax Counseling for the Elderly (TCE) certification programs for tax years 2022 & 2023.
Volunteer – Advanced Tax Preparer (Seasonal)
Human Resources Agency of New Britain (HRA)
New Britain
01.2023 - 04.2023
Provided income tax assistance for low income families
Prepared and filed annual tax returns with the IRS
Completed Volunteer Income Tax Assistance (VITA)/Tax Counseling for the Elderly (TCE) certification programs for tax years 2022 & 2023.
Education
High School Diploma -
Ukraine
Ternopil
05.2005
Associate of Science - Accounting And Business Management
Tunxis Community College
Farmington, CT
09.2019
Skills
Bookkeeping
Documentation filing
Tax-related research
Corporate tax preparation
Tax advising
Financial statement review
Financial Statements
Data inputting
Financial statements expertise
Tax liability management
Tax law knowledge
Tax accounting
Timeline
Volunteer – Advanced Tax Preparer (Seasonal)
Human Resources Agency of New Britain (HRA)
01.2024 - 04.2024
Volunteer – Advanced Tax Preparer (Seasonal)
Human Resources Agency of New Britain (HRA)
01.2023 - 04.2023
Accounting Clerk
Human Resources Agency of New Britain (HRA)
02.2022 - Current
High School Diploma -
Ukraine
Associate of Science - Accounting And Business Management
Tunxis Community College
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