Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Natasha Palacios

South Jordan,UT

Summary

Forward-thinking team leader skilled at operating departments efficiently to meet goals. Successful background matching employees with roles for maximum performance. Proactive and hardworking individual focused on continuous operational improvement.

Detail-oriented Bookkeeper and Tax Preparer. Managed bookkeeping services for 200+ private clients and consistently adhered to complex standards. Exceptional bookkeeping, reporting and communications skills enabled impressive results.

Overview

8
8
years of professional experience
1
1
Certification

Work History

OPERATIONS DIVISION MANAGER-BOOKKEEPER

MAZUMA USA
04.2018 - Current
  • Supervised daily planning, coordination and administration for division operations.
  • Established clear and consistent policies and procedures.
  • Collaborated with Director of Operations and CEO to implement continuous improvements and exceed team goals.
  • Interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
  • Exercised independent judgment in onboarding, training and motivating division staff to maximize performance.
  • Assisted Tax Professionals with preparation of 1040 returns, 1065 returns, and 1120S returns
  • Filed 1099s, 2553 S-Corp Elections, personal and business tax extensions
  • Held monthly meetings and provided training to all Accounting Departments Managers
  • Set up monthly KPI goals for data entry team, bookkeepers, team leads, and tax preparers
  • Processed and reviewed books for 200+ clients each month
  • Held financial reviews with clients over phone and communicated via email, text and live chat
  • Ran payroll for clients using ADP

CUSTOMER SUPPORT, TECHNICAL SUPPORT

Nu Skin
08.2015 - 04.2018
  • Assisted customers in identifying issues and explained solutions to restore service and functionality.
  • Used ticketing systems to manage and process support actions and requests.
  • Collaborated with supervisors to escalate and address customer inquiries or technical issues.
  • Managed high levels of call flow and responded to company devices and website technical support needs.
  • Managed client accounts, helped with order processing, cancellations and returns
  • Customer Service over phone, email and live chat
  • Managed social media posts on company accounts and answered product-related questions

Education

Bachelor's - Accounting

Utah Valley University
Orem, UT
2026

Associates - Science

UTAH VALLEY UNIVERSITY
Orem, UT
2018

Honors Diploma -

CORNER CANYON HIGH SCHOOL
Draper, UT
2015

Skills

  • Continuous Quality Improvement (CQI)
  • Employee Performance Reviews
  • Profit and Loss Statements
  • Operating Procedures and Policies
  • Accounting Operations Management
  • Tax Statement Preparation
  • Monthly Reconciliations
  • Accounting and Bookkeeping
  • Payroll Familiarity
  • Account Reconciliation
  • Electronic Filing Software
  • Trained in Tax Software
  • Prepare Returns

Certification

NACPB - Bookkeeping Certification in progress (expected by end of 2023)

NACPB - Business Tax Certification in progress (expected by end of 2024)

NACPB - Tax Certification in progress (expected by end of 2024)

NACPB - Accounting Certification in progress (expected by end of 2024)

NACPB - Payroll Certification in progress (expected by end of 2024)


Timeline

OPERATIONS DIVISION MANAGER-BOOKKEEPER

MAZUMA USA
04.2018 - Current

CUSTOMER SUPPORT, TECHNICAL SUPPORT

Nu Skin
08.2015 - 04.2018

Bachelor's - Accounting

Utah Valley University

Associates - Science

UTAH VALLEY UNIVERSITY

Honors Diploma -

CORNER CANYON HIGH SCHOOL

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Natasha Palacios