Matthew McNamara

Support a wide range of accounting and tax preparation functions at Manela & Co., a public accounting firm in Los Angeles. Responsibilities include preparing detailed financial statements from QuickBooks for business clients, performing personal bookkeeping in Quicken, Quickbooks Online and Quickbooks Desktop for high-net-worth individuals, and organizing client tax documents using OfficeTools and Adobe Acrobat. Assist CPAs by extracting financial data, reconciling transactions, and preparing individual tax returns in Lacerte. Maintain high standards of accuracy, organization, and confidentiality across all client engagements.

• Extract and compile financial statements (P&L, Balance Sheet, Cash Flow, etc.) from QuickBooks Desktop and Online for S-Corp and Partnership clients, tailoring reports based on cash or accrual basis in preparation for CPA tax review.
• Analyze prior-year tax worksheets to align current-year reporting methods, supporting consistency and accuracy in tax filings.
• Restore, organize, and manage client QuickBooks files (backup, portable, accountant copy), maintaining naming conventions and firm protocols to streamline collaboration.
• Perform detailed transaction categorization in Quicken and Quickbooks for high-net-worth individuals, accessing and reconciling client bank and credit card activity to support accurate year-end reporting.
• Access and download tax documents from OfficeTools, then organize and combine files in Adobe Acrobat according to CPA-specific formatting guidelines for tax return preparation.
• Prepare individual tax returns in Lacerte 2024 by entering data from client forms (W-2s, Schedule Cs and Es, 1099s), using prior-year tax worksheets as a guide to ensure completeness and accuracy.
• Maintain confidentiality and precision while handling sensitive financial data, contributing to an efficient and compliant tax preparation process in a fast-paced CPA firm environment.
• Enter and reconcile financial transaction data from client bank statements into Excel spreadsheets, ensuring accuracy and consistency with provided categorized transaction summaries.
• Create detailed, date-organized spreadsheets categorizing expenses and income to support financial tracking, reporting, and tax preparation.
• Communicate directly with clients to request missing tax documents, clarify financial information, and ensure timely completion of tax return preparation.

Provide positive dining experience by resolving guest inquiries and complaints with professionalism. Achieve high satisfaction levels through courteous and prompt service to all guests. Enhance restaurant efficiency by collaborating with team members on daily operations. Facilitate seamless transactions by accurately processing orders using cash registers and point-of-sale systems. Foster customer loyalty and satisfaction by delivering attentive and personalized service.

• Improved team readiness by training and mentoring new servers during the onboarding process.
• Maintained well-stocked and organized environment by completing opening and closing duties, including inventory restocking.
• Managed high volume of daily patrons efficiently by offering exceptional service under pressure.
• Elevated guest satisfaction by mastering preparation of high-quality beverages.
• Created and provided welcoming atmosphere by leveraging strong interpersonal and customer service skills.
• Contributed significantly to menu development by leveraging a deep understanding of member and customer preferences for food and beverages.
• Accumulated 6 years of experience in the food and beverage industry, including 2.5 years as a server and 3.5 years as a bartender, demonstrating versatility and expertise in customer service.

Reduced tax liabilities by identifying and applying eligible deductions and credits. Provided clear guidance on tax-related questions, ensuring clients understood their filing status and obligations. Leveraged advanced tax software to streamline return processing and maximize accuracy.

• Secured over $5,000 in total refunds for clients by preparing and reviewing individual tax returns with precision.
• Delivered exceptional service by addressing client concerns and facilitating tailored tax solutions.

Maximized product discoverability through well-optimized titles, descriptions, bullet points, and images. Ensured adherence to Amazon's policies and procedures to maintain compliance across all product listings. Expanded inventory offerings by sourcing new items via supplier research and evaluation.

• Generated $1,500 in sales revenue by crafting high-performing product listings optimized for search engine visibility.
• Identified profitable opportunities by conducting in-depth market research on emerging products and trends.
• Amplified platform efficiency by utilizing Amazon Seller Central tools, including advertising campaign manager and inventory placement service.

• Strengthened business growth by applying foundational knowledge of insurance sales techniques and recruiting strategies. Augmented communication of product benefits by understanding diverse life insurance plans.
• Improved sales operations by contributing actionable suggestions to optimize life insurance processes.
• Participated in Primerica Insurance sales training, gaining foundational knowledge of life insurance and sales processes.