Michelle Barker
Summary
Detail-oriented Tax Preparer/Accountant with 9 years of experience in tax preparation and Accounting for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Adept at managing budgets, payroll, invoicing and general accounting functions. Instrumental in keeping business operations fully compliant and working within budgetary guidelines. Quick to build rapport with clients leading to long-term business relationships. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation/Accounting services organization. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
8
8
years of professional experience
Work History
Federal and State Income Tax Preparer/Accountant
Smiths Tax And Accounting Services
Fredericksburg, VA
07.2019 - 05.2022
- Preparing monthly and annual tax reports for small business and individual clients (around 150 reports in a tax season)
- Maintained up-to-date knowledge of ever-changing tax laws, ensuring accurate advice and guidance for clients.
- Developed strong relationships with clients through effective communication and excellent customer service skills.
- Researched complex tax issues to ensure accurate reporting and compliance with federal and state regulations.
- Assisted clients with organizing financial records, maximizing deductions, and minimizing liabilities.
- Improved financial reporting accuracy through meticulous data analysis and reconciliation efforts.
- Improved cash flow by streamlining accounts receivable processes and implementing efficient collection strategies.
- Maintained healthy business relationships through proactive communication with clients regarding outstanding balances and payment terms.
- Increased department efficiency by developing comprehensive aging reports for management review.
- Supported company growth by ensuring timely revenue recognition and accurate financial data entry.
- Collaborated with sales teams to resolve billing discrepancies, ensuring prompt payment from customers.
- Researched technical tax issues to define tax effect or impact of certain tax positions.
- Enhanced client satisfaction by accurately preparing and filing federal and state income tax returns.
- Reduced invoice disputes by maintaining accurate records and promptly addressing client concerns.
- Compiled general ledger entries on short schedule with 100% accuracy.
- Trained new employees on accounting principles and company procedures.
- Reviewed accounts, resolved coding areas, and tracked recurring expenses for accrual entry.
Income Tax Preparer/Accountant
CloudAccess INC
Arlington, VA
01.2014 - 04.2019
- Maximized client savings by identifying deductions and tax credits through thorough review of financial documents.
- Ensured accuracy in tax returns by meticulously reviewing entries for errors and discrepancies.
- Increased client satisfaction with the timely preparation and filing of income tax returns, meeting strict deadlines.
- Maintained confidentiality of client information by securely storing documentation and implementing strict privacy protocols.
- Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.
- Assisted new employees in learning company procedures and best practices for income tax preparation through hands-on training sessions.
- Assessed financial, accounting and budgetary systems.
- Entered purchase orders, invoices and payments into company accounting system.
- Directed accounting team in timely reporting of finances for diverse client businesses.
- Handled day-to-day accounting processes to drive financial accuracy.
- Set product pricing by accounting for cost, competition and consumer demand.
- Processed accounts payable within automated accounting system.
- Supported program managers in providing procedural training on finance and accounting.
- Managed accounting invoices and billings, balanced accounts and created financial reports.
- Identified and resolved accounting discrepancies through collaboration with accounting, finance and operations personnel, troubleshooting incongruencies and achieving balanced ledgers.
Education
Associate in Accounting - Accounting
Germanna Community College
Locust Dale, VA06.2011
Skills
- IRS Regulations Knowledge
- Time Management
- Bookkeeping Abilities
- Critical Thinking
- Decision Making Abilities
- Confidentiality Practices
- Attention to Detail
- Data Entry Accuracy
- Deadline Management
- Accounting Principles
- Bookkeeping
- Tax Return Preparation
- QuickBooks Proficiency
Timeline
Federal and State Income Tax Preparer/Accountant
Smiths Tax And Accounting Services
07.2019 - 05.2022
Income Tax Preparer/Accountant
CloudAccess INC
01.2014 - 04.2019
Associate in Accounting - Accounting
Germanna Community College