Shana Bickel
Nokomis
Summary
Detail-oriented financial professional with solid background in tax accounting and proven track record of accurate financial reporting and compliance. Effectively managed tax filings, ensuring adherence to regulatory requirements. Demonstrated expertise in tax software and strong analytical skills.
Overview
23
23
years of professional experience
1
1
Certification
Work History
Owner
Shana Bickel, CPA
01.2011 - Current
- Establish and grow independent CPA practice
- Perform all cash management activities
- Prepare and file quarterly payroll tax returns for small businesses
- Perform monthly accounting service for small businesses utilizing Quickbooks
- Reconcile bank and credit card statements
- Record accurate journal entries
- Prepare and file individual and corporate income tax returns utilizing UltraTax
- Research and Advise clients on tax and financial positions
- Provide exceptional, timely client-specific customer service
- File articles of incorporation for new businesses
- Managed day-to-day business operations.
- Developed and maintained strong relationships with clients, resulting in repeat business and referrals.
Category Manager, Tax Expert
eHow Experts
11.2013 - 05.2015
- Manage the Tax Category online-chat platform
- Hire, train, supervise, and review tax expert’s answers to customer inquiries
- Provide constructive feedback to experts regarding their customer service skills and the accuracy of the solution provided to the customer
- Communicate and suggest to upper-level management improvement processes for the platform
- Provide exceptional, timely client-specific customer service with all tax questions including 1040, 1120 and 1120S, 1065, 1041, 706 and 709 questions
Office Manager
Fitness Forever of Sarasota, Inc.
01.2002 - 01.2013
- Prepare and file quarterly and annual federal tax returns and federal and state unemployment tax returns
- Process payroll including the transfer of monthly federal tax deposits for FICA, social security and Medicare taxes
- Record cash receipts in remittance log and record cash disbursements in ledger
- Reconcile, prepare statement and deposit cash receipts at bank
- Invoice clients and track accounts payable
- Perform all cash management activities
- File articles of incorporation for Fitness Forever of Sarasota
- Establish SEP retirement plan
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
Tax Accountant
Goar, Endriss & Walker
09.2010 - 12.2010
- Prepare and analyze monthly financial statements
- Process and file payroll tax returns
- Record accurate journal entries
- Analyze general ledger
- Reconcile bank statements
- Prepare Forms 1120S, 1040, W-2, W-3, 1099, 1096, 940, 941, RT-6
- Advise and provide client support
- Communicate with partners, colleagues, and clients through verbal and written means
- Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
- Managed multiple tax projects simultaneously, ensuring deadlines were met and clients were satisfied.
Staff Accountant
CPA Associates
01.2009 - 01.2010
- Prepare and analyze monthly and annual financial statements
- Process payroll and sales tax and file returns
- Record accurate journal entries
- Analyze general ledger
- Reconcile bank statements
- Prepare corporate, individual and gift tax returns
- Provide litigation support
- Advise and provide client support
- Increased accuracy of financial statements through diligent attention to detail and thorough review processes.
- Maintained general ledger accuracy through regular account reconciliations, journal entry adjustments, and transaction reviews.
Education
Accounting and General Business Curriculum -
UNIVERSITY OF SOUTH FLORIDA
Sarasota, FL05.2009
Master of Science - Physical Therapy
WASHINGTON UNIVERSITY
St. Louis, MO12.1997
Bachelor of Science - Psychology
NORTHERN MICHIGAN UNIVERSITY
Marquette, MI05.1995
Skills
- Excel
- Word
- QuickBooks
- Ultra Tax
- Creative Solutions
- Internet Applications
- Verbal and written communication
- Relationship building
- Small business operations
- Customer relations
Secondary Email
shana_pakula@hotmail.com
Certification
- Certified Public Accountant - 01/2011 - current
Timeline
Category Manager, Tax Expert
eHow Experts
11.2013 - 05.2015
Owner
Shana Bickel, CPA
01.2011 - Current
Tax Accountant
Goar, Endriss & Walker
09.2010 - 12.2010
Staff Accountant
CPA Associates
01.2009 - 01.2010
Office Manager
Fitness Forever of Sarasota, Inc.
01.2002 - 01.2013
Master of Science - Physical Therapy
WASHINGTON UNIVERSITY
Bachelor of Science - Psychology
NORTHERN MICHIGAN UNIVERSITY
Accounting and General Business Curriculum -
UNIVERSITY OF SOUTH FLORIDA
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