STEVE CAROPPOLI
Satellite Beach,FL
Summary
ACCOUNTANT: Personal Financial Planning | Financial Statement Generation | Client Relations | Financial Data Review Strategic Planning and Implementation | Inventory Control | Bank Reconciliation | Cash Flow Management QUALIFICATIONS PROFILE: Solutions-oriented, highly organized, and analytical professional with extensive experience in internal controls and finance operations, encompassing account functions, financial analysis, tax planning and preparation, and audit. Adept at managing and supporting financial initiatives; as well as employing effective processes for the improvement of productivity, reduction of operational risk, and increase of profit margin. Effective at multitasking with dedication to accomplish multiple tasks while ensuring strict compliance with established financial guidelines.
Administrative professional with focus on streamlining office processes and enhancing operational efficiency. Known for dependability and adaptability, fostering collaborative environment to achieve team goals. Skilled in organizing information, managing schedules, and supporting administrative functions with precision and reliability.
Overview
17
17
years of professional experience
1
1
Certification
Work History
Clerk
United States Postal Service
Civilian
Internal Revenue Service
Master Tax Advisor/ Enrolled Agent
H&R Block
12.2020 - Current
- - Personal and Business Tax preparation and filing
- - Increased accounts and exceeded company goals for client growth and client retention
- - Advised clients on tax position and improvements
- - 99.5 percent customer satisfaction status, improved customer satisfaction ratio, resulting in client retention.
- - Achieved and maintained Enrolled Agent status.
Accounting Clerk
Patrick Afb
08.2021 - 11.2021
- - Management support, prepared business financial reports for analysis of financial operations
- - Reviewed audit reports and monthly financial statements, updating accounting system.
- - Maintained NAF and Government Purchase card program, and general ledger accounts and journal entries.
- - Performed Bookkeeping of accounts, as needed.
- - Maintained and updated property management systems
Accountant
Beachside Bookkeeping and Accounting LLC
09.2012 - 08.2019
- - Took charge of preparing tax and processing quarterly tax payments of small businesses.
- - Computed the personal income tax for individuals as well as recorded and assessed account information.
- - Executed systematic reconciliation of bank, credit card, and balance sheet accounts, maintained business QuickBooks software accounts.
- - Facilitated discussion of monthly progress and projections with business owners
- - Guaranteed precision in inputting accounts receivables as well as organized accounts payable
- - Offered expert advice to business owners on audit results and opportunities available for improvement.
- - Performed systematic calculation of individual and business income taxes while providing effective recommendations to clients regarding tax options
- - Auditing of Accounts, prepared reports for analysis and improved operational cost reduction
- Career Highlight:
- - Evaluated reconciliations information for the development of monthly reports, which enabled business owners to predict financial trends and corrections
- - Improved financial management and profit opportunities by recording and evaluating the daily business operation along with tracking sales and profit margins for small business improvement.
- - Completed Financial Accounting and Financial reporting for all aspects of business operation and improvement.
Senior Customer Service Representative
UnitedHealth Group
03.2008 - 08.2019
- - Analyzed and investigated member coverage levels. Account management and adjustments.
- - Assisted members with claims, account status. Resolved urgent customer needs
- - Increased personal knowledge of operational procedures resulting in achievement awards.
- - Trained team members on new software, improving response times and productivity.
- Career Highlight:
- - Achieved level of Subject Matter Expert, enabled me to assist team member to resolve issues.
- - Increased customer satisfaction and team efficiency through training staff on new procedures
Tax Specialist
H&R Block
11.2016 - 04.2018
- - Conducted accurate preparation of personal income tax
- - Maintained educational improvement in current tax matters as well as drafted all personal and business tax documents
- - Ensured response to all tax questions in a timely manner
- Career Highlight:
- - Obtained promotion from tax associate to tax professional by exhibiting exceptional work experience
Education
Bachelor of Arts - Accounting
Saint Leo University
01.2012
Skills
- Account management
- Accountancy
- Accounting
- Accounts payable
- Accounts receivable
- Auditing
- Balance
- Business operations
- Cash flow
- Cost accounting
- Telephone etiquette
- Customer satisfaction
- Cash handling
- Cash management
- Administrative support
- Database entry
- Administrative tasks
- Research
- Basic accounting
- Quality control
- Point of sale operation
- Spreadsheet development
- Information security
- Calendar management
- Bookkeeping
- Expense reports
- Operations support
- Multitasking
- Attention to detail
- Time management
- Customer communication
- Problem-solving
- Organizational skills
- Customer service
- Microsoft office
- Data entry
- Teamwork and collaboration
- Professional and mature
- Excellent communication
- Information processing
- Analytical thinking
- Basic bookkeeping
- Decision-making
- Invoice processing
- Staff supervision
- Team building
Certification
- QuickBooks Certification - Quickbooks Online Certified ProAdvisor
- Microsoft Excel 2013 Certification - Microsoft
- Enrolled Agent (EA) - Internal Revenue Service 00151466_EA
Timeline
Accounting Clerk
Patrick Afb
08.2021 - 11.2021
Master Tax Advisor/ Enrolled Agent
H&R Block
12.2020 - Current
Tax Specialist
H&R Block
11.2016 - 04.2018
Accountant
Beachside Bookkeeping and Accounting LLC
09.2012 - 08.2019
Senior Customer Service Representative
UnitedHealth Group
03.2008 - 08.2019
Clerk
United States Postal Service
Civilian
Internal Revenue Service
Bachelor of Arts - Accounting
Saint Leo University
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