Summary
Overview
Work History
Education
Skills
Timeline
Hi, I’m

ROBERTA REINHARDT

Asbury,IA
ROBERTA REINHARDT

Summary

Performance-driven professional with an accounting degree and strong background in conducting comprehensive research, preparing accurate tax returns, and analyzing financial statements. Proficient in tax regulations, GAAP principles, and financial reporting. Skilled in utilizing advanced research techniques and data analysis to draw informed conclusions. Seeking a tax specialist position to apply skills and contribute to the effective tax management of businesses.

Overview

16
years of professional experience

Work History

University Of Dubuque

Director of Prospect Research
07.2017 - Current

Job overview

  • Conduct in-depth research on individuals and corporations to produce comprehensive research profiles, including critical information such as SEC filings, FEC filings, real estate filings, and philanthropic giving.
  • Provide cross-functional support and recommend process improvements to enhance project efficiency.
  • Apply data modeling and statistical analysis to identify trends and draw informed conclusions.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Organized and detail-oriented with strong work ethic.
  • Resolved problems, improved operations, and provided exceptional service.

Liberty Tax Service

Seasonal Tax Preparer
01.2021 - 05.2021

Job overview

  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Offered clients recommendations to reduce tax liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Provided information about available products and services to clients, resulting in increased business opportunities.

University Of Dubuque

Interim Accountant
05.2017 - 09.2017

Job overview

  • Analyzed financial statements and income statements to review company's financial performance.
  • Prepared monthly and year-end closing statements, and financial documents.
  • Created detailed financial models and applied analytical tools to facilitate variance analysis.
  • Identified process inefficiencies and recommended improvements.
  • Developed training procedures and mentored new accounting personnel on company policies and best practices.

Owner

Little Folks Trading Post
08.2007 - 08.2017

Job overview

  • Managed operations budgeting, accounts payable and accounts receivable and payroll.
  • Resolved issues quickly through meticulous research and quick decision making.
  • Kept records of sales, inventory, income, and expenses.
  • Enacted innovative policies and processes to ensure all aspects of business run smoothly.
  • Collaborated with staff to maximize customer satisfaction, streamline procedures, and improve bottom-line profitability.

University Of Dubuque

Assistant Operations Manager
06.2016 - 07.2017

Job overview

  • Offered input on key decisions and strategic plans by evaluating ongoing program data.
  • Applied performance data to evaluate and improve operations, target current business conditions, and forecast needs.
  • Built and established batch reports and ad hoc reports from database including action tracking and issue tracking.
  • Assisted management in making important decisions by collecting, organizing, and modeling data.
  • Improved methods and procedures for processes, measurement, documenting, and workflow techniques.
  • Managed team of eight alumni student ambassadors including scheduling.

TM Logistics, DTAC At John Deere

Customer Service Representative
08.2014 - 06.2016

Job overview

  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Created specialized ad hoc reports and presentations for C & F Product Support Managers.
  • Updated and managed monthly Product Support Metric Caseload Report based off Tableau database.
  • Coordinate with Quality Engineering Supervisors to create monthly confidential John Deere Executive Summary Report and highlights.
  • Worked with engineering staff and Territory Customer Service Managers on proactive notifications for Final Tier 4 engine critical action requests.

Education

University of Dubuque
Dubuque, IA

MBA
04.2024

University of Dubuque
Dubuque

BBA from Accounting
05.2020

Skills

  • Tax Return Preparation
  • GAAP Knowledge
  • Customer Retention Strategies
  • Continuous Desire to Learn
  • Proficient in Excel
  • Documentation Skills
  • Analytical Research
  • Attention to Detail
  • Communication Skills
  • Project Management
  • Problem Solving
  • Financial Reporting

Timeline

Seasonal Tax Preparer

Liberty Tax Service
01.2021 - 05.2021

Director of Prospect Research

University Of Dubuque
07.2017 - Current

Interim Accountant

University Of Dubuque
05.2017 - 09.2017

Assistant Operations Manager

University Of Dubuque
06.2016 - 07.2017

Customer Service Representative

TM Logistics, DTAC At John Deere
08.2014 - 06.2016

Little Folks Trading Post

Owner
08.2007 - 08.2017

University of Dubuque

MBA

University of Dubuque

BBA from Accounting
ROBERTA REINHARDT