Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach.
Overview
4
4
years of professional experience
Work History
Senior Accounting Specialist
Edward Jones
10.2023 - 04.2024
Reconciled accounts and created documents for monthly closure procedures.
Handled month-end and year-end end finances by managing and reporting fixed assets and other data.
Evaluated and improved financial records to make important business decisions.
Assisted team members in transitioning to new system through extensive training and one-on-one support.
Tax Analyst/Financial Analyst
Carboline
02.2023 - 08.2023
Curate reconciliations and review General Ledgers, Trial Balances, and Transaction Summary Reports.
Gather data for month-end processes and analyze journal entries.
Acquired in-depth understanding of company goals and policies, leading to continuous performance improvement.
Strive for personal and professional growth while embracing challenges.
Analyzed tax issues and made recommendations for remediation to management.
Conducted targeted tax research to facilitate informed project planning and compliance efforts.
Communicated with external customers and taxing jurisdictions to clarify tax notices and resolve other inquiries.
Conduct tax research to ensure compliance with regulations and company policies.
Pull and revise invoices to ensure accurate tax documentation.
File tax returns and manage business license renewals.
Prepared simple to moderate state tax-related financial statement calculations, entries and disclosures.
Product Zone Specialist
Apple
07.2022 - 01.2023
Specializing in Apple Product sales
Providing excellent customer service
Exceeding expectations required from team
Followed all company policies and procedures to deliver quality work.
Attended training programs to deepen professional skillset and assisted in training fellow store associates on existing and new training programs.
Created and delivered presentations to internal and external stakeholders to showcase work.
Monitored industry trends to adapt strategies accordingly.
Tax Accounting Intern
TKC Holdings, Inc
04.2022 - 11.2022
Ran and processed mail - Paying, finalizing and saving property bills - Completing side tasks assigned from tax department - Gaining experience as a tax intern
Checked general ledger entries to increase accuracy, prevent significant errors and identify adjustments.
Communicated with suppliers to reconcile invoice payments.
Prepared straightforward tax returns and explained expected refund or income tax liability and due date for payment.
Reconciled company accounts for credit cards, employee expenses, and commissions.
Calculated local, state, federal and international taxes.
Prepared individual, trust, partnership and corporate tax returns.
Prepared tax returns for individuals and businesses.
Gained knowledge of accounting principles and standards and general business practices to evaluate financial data and transactions.
Learning Facilitator
Amazon
05.2020 - 04.2022
Identified areas in need of improvement and implemented solutions.
Advocated for program participants in the onboarding program, outlining cases and needs to program executives.
Provided leadership for program workers and attendees, guiding day-to-day activities and facilitating a fast paced environment.
Fundraised for onboarding materials and activities to foster positive and supportive environments for participants.
Planned special onboarding events for program participants based on changing needs, times of year, and availability.