Sha Keriah Punch
Accountant
Houston,TX
Summary
Ambitious financial specialist bringing over 6 years of experience in growing a local tax agency. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Overhauled financial reporting system that led to 30% cost reductions and 10% rise in reporting effectiveness. Knowledgeable about preparing sales, payroll and excise documents. Quick to build rapport with clients leading to long-term business relationships.
Overview
4
4
years of post-secondary education
6
6
years of professional experience
Work History
Tax Preparer/Leader
Elite Optimal Tax and Finance Solutions
Houston, TX
07.2018 - Current
- Performed administrative tasks including billing, scheduling appointments, and handling clients' personal information.
- Ensured compliance with tax laws and advised clients on tax-related matters.
- Interviewed 60+ clients and analyzed specific financial liabilities and taxation issues.
- Managed payroll and time and attendance tracking for clients with impeccable attention to detail and consistent high level of customer service.
- Review, analyze and verify payroll reports for accuracy and make necessary adjustments through established procedures.
- Ensured accurate and efficient accounting while managing all financial aspects of daily operation.
- Collaborates effectively to get tasks done, building and nurturing strong relationships.
Customer Service Representative/Bank Teller
PLS Check and Cashing
Houston, TX
08.2014 - 05.2017
- Followed established processes and guidelines in daily activities to do what was right for clients and bank.
- Using multiple computer applications to access information and process transactions such as creating money orders, verifying checks with makers and major banks using Digi software, issuing out PLS direct deposit prepaid debit cards, and lastly sending and receiving money through Western Union.
- Applied Strong critical thinking and problem- solving skills to meet needs of 40-50 clients at times.
Education
Bachelor of Science - Accounting
Texas Southern University, Jesse H Jones School of Business
08.2016 - 11.2020
Skills
Small Business Tax Returns
Timeline
Tax Preparer/Leader
Elite Optimal Tax and Finance Solutions
07.2018 - Current
Bachelor of Science - Accounting
Texas Southern University, Jesse H Jones School of Business
08.2016 - 11.2020
Customer Service Representative/Bank Teller
PLS Check and Cashing
08.2014 - 05.2017
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