Results-driven administrative professional with extensive experience, proficient in tax preparation and payroll processing, leveraging Microsoft Excel for accurate financial reporting. Known for exceptional client communication and resolving billing issues, ensuring seamless operations and compliance. Committed to delivering high-quality service and maintaining financial integrity.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Administrative Clerk
MG FLOOR SUPPLY AND HARDWARE INC
PHILADELPHIA, PA
11.2017 - Current
Reviewed accounts payable ledgers for accuracy and completeness prior to payment processing.
Reviewed banking activity regularly to identify any irregularities or unauthorized transactions.
Assisted with tax preparation and filing, including sales tax and income tax returns.
Conducted inventory counts and reconciliations to maintain accurate stock levels.
Classified and summarized financial data to compile and enter into financial records
Prepared monthly and year-end closing statements, financial documents, and invoices.
Liaised with vendors and suppliers to negotiate payment terms and resolve billing issues.
Calculated and produced checks for utilities, taxes, and other operational payments.
Processed payroll, calculated wages, deductions, and issued paychecks to employees.
Prepared invoices for payment by customers.
Generated monthly invoices for customers.
Tax Preparer
CESAR VASQUEZ AGENCY
PHILADELPHIA, PA
03.2011 - 10.2017
Conducted client interviews to gather necessary documentation and information for tax preparation.
Coordinated with external auditors to provide required tax documentation and support during audits.
Calculated quarterly estimated tax payments for self-employed clients and small businesses.
Communicated with federal and state tax agencies to obtain best resolution for clients.
Prepared and reviewed tax returns for individuals, partnerships, corporations and trusts.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Prepared end-of-period payroll tax returns.
Prepared quarterly reports for government agencies such as 941s, W-2s, 1099s.
Prepared accurate financial reports each month by collecting, analyzing, and summarizing account information.
Reconciled bank statements to internal accounts monthly, identifying and resolving discrepancies.
Utilized tax software to efficiently process returns and identify potential deductions and credits for clients.
Education
H&R BLOCK
Philadelphia, PA
01-2011
High School Diploma -
SANTA DOROTEA
COLOMBIA
07-2008
Skills
Microsoft Excel
Customer service
Client communication
Tax preparation
Payroll processing
Accounting software
Languages
Spanish
Professional
Certification
Certifying Acceptance Agent (CAA)
Timeline
Administrative Clerk
MG FLOOR SUPPLY AND HARDWARE INC
11.2017 - Current
Tax Preparer
CESAR VASQUEZ AGENCY
03.2011 - 10.2017
H&R BLOCK
High School Diploma -
SANTA DOROTEA
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