Rakan Atieh
Anaheim,CA
Summary
I am a dedicated and results-driven Tax Accountant with over 5 years of experience in preparing and filing federal and multi-state income tax returns electronically. I am proficient in using tax software including Intuit ProSeries, UltraTax CS, and familiar with CCH Axcess. Additionally, I hold a valid active PTIN and CAF and am an Authorized IRS e-file Provider. My expertise extends to:
- New business formations.
- Preparing & Filing CA Sales Tax Returns
- Seller's Permits, Business Licenses, and DBAs.
- Proficient in QuickBooks Online and Desktop, payroll processing, payroll taxes, and annual & quarterly filing.
In addition to tax accounting, I bring 6 years of banking experience, where I gained expertise in banking services, products, and regulations, as well as 2 years of experience as an Operations Specialist in the cellphone industry.
I possess strong analytical skills, a team-oriented approach, and the ability to perform well under pressure. I also offer leadership capabilities, excellent communication skills, and proficiency in Microsoft Office and computer hardware/software. A CTEC Registered professional with a Bachelor's Degree in Accounting Information Systems from Al-Balqa Applied University, I am a quick learner and self-motivated.
Overview
16
16
years of professional experience
1
1
Certification
Work History
Remote Tax Consultant - Seasonal
Reconciled/ Contract
, VT
02.2023 - Current
- Preparing and reviewing Federal & Multi States Income Tax Returns for small business entrepreneurs and individuals using Ultra Tax CS.
- Preparing Income returns for Passthrough entities with Schedule L and M-1 Reconciliation, with a passion to learn more to advance this skill.
- Insure that prepared returns Compliance with tax Laws.
- Conduct Tax Research for certain Tax Positions.
Tax Accountant
Atieh Tax & Financial Services
Moreno Valley, CA
01.2022 - Current
- Preparing & filing federal & Multistate income tax returns for small business entrepreneurs and individuals with all Schedules.
- Business Formation.
- BookKeeping & Payroll Processing (Online QB)
- CA Sales Tax Returns.
- Permits & Business Licenses.
- Proving Services as an ERO, ISP and Transmitter for other ERO's and Tax Professionals.
Tax Accountant
Adi & Associates CPA Inc.
Anaheim, CA
01.2020 - 12.2024
- Accurately filed federal and state income tax returns for corporations following strict deadlines.
- Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
- New businesses formation and registration for different entities classifications.
- Payrolls, Payroll Tax Payments and filing quarterly and annually forms.
- Federal & State COVID-19 Different Relief Programs Applications.
- Seller's Permits, Business Licenses, DBA's
- Filing Unemployment Insurance Claims.
Operations Specialist
2020 Mobile Inc.
Riverside, CA
03.2017 - 08.2019
- Track and Analyze reports.
- Troubleshooting, maintenance and updates for computers and office systems.
- Accounting Department Network Setup.
- RMA's processing and reconciliation.
- Managing day-to-day operations.
- Ordering supplies and maintain inventory levels.
Corporate Relationship Manager
The Housing Bank For Trade And Finance
Amman, Jordan
11.2015 - 07.2016
- Maintained good relationships with MB credit facilities clients so that the business can maximize the value of those relationships.
- Grow the business by identifying new sales and business development opportunities for current and new clients.
- Prepared Credit Recommendation Memorandums including (Financial Analysis, Feasibility Study, SWOT Analysis, Risk Rating) for granting credit facilities purposes.
Customer Services Officer
The Housing Bank For Trade And Finance
Amman, Jordan
03.2015 - 06.2015
- Helped the clients by providing all the information they need regarding the banking operations such as withdrawals and deposits system, dealing with smart cards, account statements and available loan systems such as personal loans or Auto loans.
- Opened different types of accounts such as Checking, Savings, CD's, Money market accounts.
VIP Customers Officer
The Housing Bank For Trade And Finance
Amman, Jordan
06.2014 - 03.2015
- Provided account services for VIP Clients Such as Bank Guarantees, Letter of Credits, Remittances, Bills of Collection and other services.
Bank Teller
The Housing Bank For Trade And Finance
Amman, Jordan
08.2010 - 06.2014
- Provided account services to customers by receiving deposits and loan payments, cashing checks, withdrawals, selling cashier's checks, traveler's checks, Transfers and Remittances.
- Cross Selling.
Procurement Officer
Waheed Hussain Badran Sons Co.
Amman, Jordan
05.2009 - 06.2010
- Monitor stock levels in 4 Grocery stores and place orders as needed.
- Track orders and ensure timely delivery.
- Research potential vendors.
- Compare and evaluate offers from suppliers.
- Negotiate contract terms of agreement and pricing.
Education
BBA - Accounting Information Systems
Al-Balqa' Applied University
Al-Salt09.2009
Skills
- Good Excel skills including PivotTables, VLOOKUP
- Excellent computer hardware and software skills
- Ability to work under Pressure
- Quick Learner
- Self-motivation
- Teamwork
- High Sense of Urgency
- Attention to Details
Certification
- Credit Officers Qualifying Program.
- International Diploma in IT Skills.
- Comprehensive Training Program "Bank Teller".
- Comprehensive Training Program "Customer Service".
- MS (WORD, EXCEL) And Advanced Excel.
- Services And Sales Quality Improvement.
- Excellence in Customer Service.
- Problem Solving.
- Foreign Account Tax Compliance Act.
- Financial Crimes, Corruption And Fraud.
- Anti-Money Laundering and Counter Terrorism Financing.
- Quality Service And Sales Improvement.
- And 55 courses, workshops, and classes . "would be given upon request"
Timeline
Remote Tax Consultant - Seasonal
Reconciled/ Contract
02.2023 - Current
Tax Accountant
Atieh Tax & Financial Services
01.2022 - Current
Tax Accountant
Adi & Associates CPA Inc.
01.2020 - 12.2024
Operations Specialist
2020 Mobile Inc.
03.2017 - 08.2019
Corporate Relationship Manager
The Housing Bank For Trade And Finance
11.2015 - 07.2016
Customer Services Officer
The Housing Bank For Trade And Finance
03.2015 - 06.2015
VIP Customers Officer
The Housing Bank For Trade And Finance
06.2014 - 03.2015
Bank Teller
The Housing Bank For Trade And Finance
08.2010 - 06.2014
Procurement Officer
Waheed Hussain Badran Sons Co.
05.2009 - 06.2010
BBA - Accounting Information Systems
Al-Balqa' Applied University
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