Sara Todd
Longview,WA
Summary
Professional with keen eye for detail and history of effective administrative support. Known for ensuring smooth office operations through effective organization and thorough communication. Proven ability to collaborate with team members and adapt to changing needs, with strong skills in recordkeeping and time management.
Overview
8
8
years of professional experience
Work History
Office Assistant
Cole’s Appliance Repair
03.2017 - Current
- Facilitated smooth operations by managing QuickBooks, phone calls, and customer inquiries.
- Supported financial operations, processing invoices and payments, contributing to timely and accurate financial reporting.
Tax Intern
Hearthstone CPA
01.2024 - 04.2024
- Organized client tax documents to facilitate quick preparation of 1040 tax returns using CCH Axcess, SurePrep, and iChannel.
- Streamlined tax processes by maintaining organized client files and documentation.
Advanced Tax Preparer
Volunteer Income Tax Assistance (VITA)
02.2023 - 04.2023
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Accounting Intern
Defransico, Lampitt, and Brado
08.2022 - 09.2022
- Gained hands-on experience working directly with Cindy Brado, CPA, to prepare financial statements and tax documentation with incredible attention to detail.
- Assisted with month-end closing and reporting duties.
Education
Master’s - Accounting
University of Washington
Tacoma, WA09.2024
Bachelor’s - Accounting
University of Washington
Tacoma, WA06.2023
Skills
- Accuracy
- Proficient in Excel
- Customer Service
- Data Entry
- Time management
- Resourceful
- File organization
- Invoicing
- Basic SAP
- Tableau
- IDEA
Related Courses
- Beginning Accounting (ACCT 201-203)
- Intermediate Accounting (ACCT 301-303)
- Cost Accounting (ACCT 311 + 541)
- Accounting Information Systems (ACCT 330)
- Audit Principles (ACCT 411 + 561)
- Forensic Accounting (ACCT 401 + 551)
- Individual Income Taxation (ACCT 451)
Timeline
Tax Intern
Hearthstone CPA
01.2024 - 04.2024
Advanced Tax Preparer
Volunteer Income Tax Assistance (VITA)
02.2023 - 04.2023
Accounting Intern
Defransico, Lampitt, and Brado
08.2022 - 09.2022
Office Assistant
Cole’s Appliance Repair
03.2017 - Current
Master’s - Accounting
University of Washington
Bachelor’s - Accounting
University of Washington
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