Dependable accounting professional acknowledged for reliability, integrity and quick-learning ability. Skilled in reconciliation, report drafting and collections. Industrious and meticulous with eye for identifying and correcting errors. Strong history of integrity and reliability with strong work ethic and resourceful nature.
Overview
20
20
years of professional experience
Work History
Professional Tax Preparer
H & R Block Tax Services
Loveland, CO
01.2022 - Current
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Prepared written responses or tax return amendments to resolve state and federal notices.
Saved client $6,000 by thorough interview regarding eligibility for child care credit.
Reviewed available data and compared against tax code to determine exemptions, deductions and potential liabilities.
Offered clients recommendations to reduce tax liabilities.
Provided information about available products and services to clients, resulting in increased business opportunities.
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
Coordinator
Disability, Front Range Community College
Westminster, CO
07.2017 - 09.2021
Conduct intake activities for FRCC students; collect and review documentation of disability, determine accommodations, communicate with faculty and instructors, as necessary
Counsel students regarding general learning issues and strategies for success, e.g., study skills, test anxiety, self-advocacy, problem-solving/coping strategies, etc
Act as anadvocate for students with disabilities
Managed department budget, purchase orders,
Worked as liaison between fiscal(purchasing and contracts) and department for fiscal matters.
Reallocation of purchases to dept. FOAP in Banner, Purchasing Card management. Use of spreadsheets to compile monthly reports and track budget items.
Worked with contracts specialist to deal with publishers and vendors
Conduct presentations on disability and learning development issues and act as the liaison between Disability Support Services office and faculty
Act as secondary representative for FRCC/WC disability services at statewide Consortium and Disability Services Council meetings
Maintain compliance with Americans with Disabilities Act and Section 504 of Rehabilitation Act updates and changes
Advanced purchasing skills.
Collaborated in the timely processing of invoices and accounts payable.
Made travel arrangements for staff members.
Paralegal
Berthoud, CO
05.2011 - 08.2018
Perform Legal Research using West Law, Lexis
Adobe Professional
Completed case notes, maintained case files, communications with court, magistrates, and attorneys
Organized large case files electronically
Alternative Technology Coordinator
Disability Support Services, Front Range Community College
Longmont, CO
08.2012 - 07.2017
Maintains confidentiality and compliance with ADA, FERPA
Organize/maintain files (paper and electronic), maintain database, tracking learning outcomes and support services
Research and procure/purchase of cutting-edge Assistive Technology software and equipment, troubleshooting as needed
Customer Service through email, in person contact and phone calls
Assists student walk-ins and helps students with interpreting procedures
Worked with college grants, received grant for student technology research. Was responsible for all documentation for grant including; time keeping, financial reports, and research reports.
Train students to use AT to mitigate learning barriers
Provide orientation training for blind students
Counsel/train students regarding general learning issues and strategies for success
Communicate and work with instructors and faculty to gain a join effort accommodation for the success of the student
Proctor testing/ scheduling of proctor exams
Procure or create all alternate format texts
Conduct intakes for students with disabilities, evaluate documentation, determine accommodations
The “go to” person for faculty/staff questions about the materials students use as accommodations
Advocate for students with disabilities
Presentations on disabilities and learning development, technology used by students, accessibility of documents
Instructor and Office Assistant
American Red Cross
Collins, Denver, CO
09.2010 - 08.2013
Use of complex computer system to retrieve, enter data, and schedule classes
Operate multi-line phones
Flexible with on-going procedural changes
Assist clients with navigating the on-line system and signing up for classes
Maintain professionalism and confidentiality
Communications Specialist
Berthoud Chamber of Commerce
Berthoud, Co
06.2011 - 09.2011
Set up all Social Media accounts, updated daily
Created a monthly newsletter template, including accessibility features
Planned networking events, secured speakers and catering
Education
Bachelor of Science - Human Services
University of Northern Colorado
Greeley, CO
Master of Arts - Professional Accounting
Colorado State University Global Campus
Aurora, CO
02.2024
Leadership training sponsored by FRCC - undefined
Front Range Community College
2019
Exploring and Advancing -
Accessibility in Higher Education And Disability
2019
AHEAD Master - undefined
2018
Skills
Accounting Policy and Control
Discrepancy Reconciliation
Fixed Asset Management
Tax Software
GAAP Accounting Practices
Complex Problem-Solving
Timeline
Professional Tax Preparer
H & R Block Tax Services
01.2022 - Current
Coordinator
Disability, Front Range Community College
07.2017 - 09.2021
Alternative Technology Coordinator
Disability Support Services, Front Range Community College