Open To Work
Moyann Hue
Brooklyn,NY
Work Preference
Summary
Accounting and tax preparation specialist proficient in managing accounts receivable and ensuring compliance with financial regulations. Demonstrates strong analytical skills in evaluating financial statements and tax liabilities. Committed to maintaining high standards of accuracy in all financial processes.
Overview
1
1
Certification
27
27
years of professional experience
Work History
Order Writer/Supervisor
Whole Foods Market
Jericho, New York
11.2023 - Current
- Managed inventory replenishment and purchasing procedures to enhance inventory turnover.
- Analyzed sales trends to align stock levels with customer demand.
- Generated purchase orders based on forecasted demand and current inventory levels.
- Identified and resolved vendor billing errors for undelivered products.
- Oversaw department operations, delegating tasks to maintain workflow during staff shortages.
- Provided professional customer service, handling complex special orders and inquiries.
- Communicated effectively with management regarding inventory challenges and needs.
- Conducted regular audits to ensure compliance with food safety regulations.
Tax Preparer & Bookkeeper
Self-Employed
Brooklyn, New York
09.2020 - Current
- Prepared individual, business and payroll tax returns for various clients.
- Analyzed financial statements to calculate tax liabilities and minimize clients' obligations.
- Utilized tax software to process returns efficiently, identifying potential deductions and credits.
- Resolved tax notices by drafting responses and amending returns for optimal client outcomes.
- Managed accounts receivable, tracking income and expenses for accurate bookkeeping.
- Maintained secure digital records of client transactions to ensure timely tax reporting.
- Reviewed prior returns to uncover potential deductions, optimizing client refunds.
- Advised clients on expense reduction and streamlined QuickBooks workflows for financial efficiency.
Administrative Tax Preparer
Martin L. Wertheim, CPA
Glen Cove, NY
11.1999 - 10.2023
- Prepared individual, business and payroll tax returns accurately and efficiently.
- Calculated quarterly estimated tax payments for self-employed clients and small businesses.
- Analyzed financial information such as income statements and balance sheets to calculate tax liability.
- Evaluated financial situations of individual taxpayers and businesses to determine appropriate actions for reducing taxes owed or increasing refunds due.
- Reviewed financial statements and recorded cash receipts, deposits, and disbursements for corporations.
- Reconciled bank statements and financial documents to ensure accurate tax reporting.
- Resolved client tax issues by investigating discrepancies and implementing corrective actions.
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
- Managed incoming business and client requests, ensuring timely and effective communication as primary office contact
- Ensured confidentiality and security of sensitive financial information.
- Mentored accounting interns on professional standards and accurate financial record maintenance
- Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
Remote Tax Preparer
Grepo Associates
Brooklyn, NY
08.2004 - 07.2023
- Prepared comprehensive financial documentation for individual and corporate returns
- Maintained secure records by remotely accessing servers to review and organize documents for efficient processing
- Identified overlooked deductions and expenses to ensure accurate financial reporting
- Resolved federal and state notices through precise written correspondence and timely amendments to ensure compliance
- Collaborated with team members to enhance workflow efficiency during peak tax season.
- Prepared and reviewed tax returns for individuals and corporations.
Education
High School Diploma -
Bayside High School
Bayside, NY06-1999
Some College (No Degree) - Accounting
Queensborough Community College
Bayside, NYSkills
- Tax preparation expertise
- QuickBooks proficiency
- ProSeries tax software
- Accounts receivable management
- Bookkeeping and reconciliation
- Record keeping
- Vendor relationship management
- Inventory control
- Sales forecasting
- Workflow optimization
- Microsoft Office Suite
- Client relationship management
- Problem resolution
- Task prioritization
- Stock analysis
- Deadline oriented
- Intuit ClientLink usage
Certification
- 2025 Annual Federal Tax Refresher Course (AFTR), 18 CE Credits
- 2026 IRS Federal Tax Law, 2 CE Credits
- 2026 NYS Updates, 4 CPEs
Timeline
Order Writer/Supervisor
Whole Foods Market
11.2023 - Current
Tax Preparer & Bookkeeper
Self-Employed
09.2020 - Current
Remote Tax Preparer
Grepo Associates
08.2004 - 07.2023
Administrative Tax Preparer
Martin L. Wertheim, CPA
11.1999 - 10.2023
High School Diploma -
Bayside High School
Some College (No Degree) - Accounting
Queensborough Community College