Detail-oriented tax representative with a proven track record in facilitating client inquiries and ensuring compliance. Skilled in task prioritization and account reconciliation, driving efficiency in tax preparation and dispute resolution.
Overview
11
11
years of professional experience
Work History
Tax Representative
ProLiant
Atlanta, GA
06.2016 - 05.2026
Facilitated client tax inquiries, ensuring timely and accurate responses to enhance customer satisfaction.
Analyzed complex tax documents, identifying discrepancies and resolving issues to maintain compliance.
Streamlined tax preparation processes, improving efficiency and reducing turnaround times for client filings.
Efficiently managed a diverse caseload, prioritizing tasks based on urgency and complexity to meet deadlines consistently.
Facilitated the resolution of tax disputes, liaising with IRS representatives and presenting well-documented rationales for adjustments.
Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
Managed filing of federal, state and local taxes within established time frames
Provided journal entries and performed accounting on accrual basis.
Reconciled tax accounts for ProLiant
Accounting Assistant
Stearns-Montgomery & Proctor
Marietta, GA
06.2015 - 06.2016
Processed accounts payable and receivable transactions with precision and attention to detail.
Maintained financial records using QuickBooks and Excel, ensuring data integrity and accuracy.
Assisted in monthly reconciliation of bank statements, identifying discrepancies for resolution.
Prepared journal entries and assisted in month-end closing procedures for accurate financial reporting.
Managed accounts payable and receivable, ensuring timely processing of invoices and payments.
Streamlined accounts receivable processes, improving cash flow with timely billing and collection efforts.
Generated invoices upon receipt of billing information and tracked collection progress.
Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.