Sharon L. Williams
Tax Preparer & Bookkeeper
Fayetteville,NC
Summary
Seeking an Admin/ Data Entry position within a company where I can utilize my knowledge, skills, and abilities gained via experience. Summary of Qualifications Very detail-oriented with excellent analytical and project tracking skills. Commended for reliability and trust worthiness. Team player interested in achieving all departmental goals. Able to prioritize and operate proactively. Excellent interpersonal, verbal and written skills.
- Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Customer service
- Oriented, with the goal of repeat business
- Learn technical information quickly
- Seven years efiling 50+ 1040 tax returns
- Knowledge/ Skills/Abilities
- Cashier Greet customers entering establishments Count money in cash drawers at the beginning of shifts to ensure that amounts are correct and that there is adequate change
- Issue receipts, refunds, credits or change due to customers
- Assisted customers by providing information and resolving their complaints
- Maintain clean and orderly checkout areas and complete other general cleaning duties, such as mopping floors and emptying trash cans
- Stock shelves, and mark prices on shelves and items
- Supervise others and provide on the job training.
Tax Preparer
Delphoenix Tax Enterprises
01.2013 - Current
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Assessed client tax situations to determine best filing options.
- Analyzed financial records to verify accuracy of tax returns.
- Researched complex tax issues utilizing online resources and professional tax software.
- Prepared written responses or tax return amendments to resolve state and federal notices.
Bookkeeper
VERITAS
02.2009 - 06.2009
- Perform general office duties such as filing, answering telephones and handling routine correspondence
- Match order forms with invoices and record the necessary information
- Maintain inventory records
- Debit credit and total accounts on computer spreadsheets and databases, using specialized accounting software
- Code documents according to company procedures
- Classify, record, and summarize numerical and financial data to compile and keep financial records using journals and ledgers or computers
- Check figures, postings and documents for correct entry mathematical accuracy and proper codes.
- Maintained and processed invoices, deposits, and money logs.
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Identified accounting errors when cross-referencing documents and database information.
- Reviewed and filed financial documents, coded accounting entries for data processing, and posted daily receipts and payments in accordance with all corporate protocols.
- Used knowledge of local laws to comply with reporting requirements.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Matched purchase orders with invoices and recorded necessary information.
- Inspected account books and recorded transactions.
- Input financial data and produced reports using Software.
- Generated invoices upon receipt of billing information and tracked collection progress.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Streamlined bookkeeping procedures to increase efficiency and productivity.
- Entered figures using 10-key calculator to compute data quickly.
Education
Associate Of Applied Business - Business Administration-Accounting
ASA Institute The College of Advanced Technology.
Brooklyn, NY06.2009
Diploma - General Studies
Manhattan Comprehensive Night And Day High School
New York, NY06.2003
Skills
- Sales Solutions
- Microsoft Office
- Maintaining Clean Work Areas
- Inquiry Requests
- Accounts Payable and Accounts Receivable
- Confidential Records Management
- Client Correspondence
- Inventory Accuracy
- Office Supplies and Inventory
- Reading Comprehension
- Coordinate Schedules
- Office Equipment
- Clerical Support
- Office Organization
- Time Management
- Verbal Communication
- Due Diligence
- Tax Code Knowledge
- Local, State and Federal Tax Returns
- Tax Accounting
- Tax Laws
- Multi-State Tax Filing
- IRS Correspondence
- Filing System Management
- Information Processing
- Deductions Understanding
- Legal Research
- Organizational Abilities
- Virtual Tax Interviews
- Data Inputting
- Mathematical Calculations
- Individual Tax Returns
- Regulatory Requirements
- Correspondence Writing
- Valid PTIN
- Journal Updates
- Individual Returns Preparation
- Financial Analysis Software
- Tax Payment Estimations
- Deductible Expense Identification
- Electronic Filing Software
- Office Cleaning
- Understanding of Applicable Laws
- Customer Retention Strategies
- Calculate Figures
- Trained in Tax Software
- Client Tax Services
- Client Invoicing
- Prepare Returns
Certification
- Area of certification Training -Tax Preparer
- Every year Recertification
- Tax Preparation, Delphoenix Tax Enterprises- 2014 to current
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
There’s no shortage of remarkable ideas, what’s missing is the will to execute them.
Seth Godin
Timeline
Tax Preparer
Delphoenix Tax Enterprises
01.2013 - Current
Bookkeeper
VERITAS
02.2009 - 06.2009
Customer service
Associate Of Applied Business - Business Administration-Accounting
ASA Institute The College of Advanced Technology.
Diploma - General Studies
Manhattan Comprehensive Night And Day High School
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