Organized and detail oriented Staff Accountant with a background in tax preparation and operating & non-profit financial statement audits. Consistently looking for feedback, opportunities to improve output, and how to streamline processes.
- Prepared multi-state tax returns based on financial statements provided by client
- Prepared 'write-up' trial balances to record current year activity for non-attestation clients
- Prepared adjusting journal entries to correspond with updated documents received and to comply with IRC
- Communicated with clients on status of their returns and requested additional documents, as applicable
- Prepared operating and non-profit audits in compliance with GAAP standards
- Prepared small tax returns for clients with minimal activity
- Prepared real estate audits to comply with VHDA/HUD and GAAP standards
- Learned basics of trial balance procedures and miscellaneous software
- Microsoft Office Products
- CCH Axcess
- CCH Engagement
- Tax Preparation
- Financial Statement Preparation
- Auditing and Attestation
- GAAP Application