Susan Taylor
Blue Point,NY
Overview
19
19
years of professional experience
Work History
Client Services / Bookkeeper
Block Advisors
01.2024 - Current
- Maintained accurate financial records by regularly updating ledger account
- Reconciled bank statements to maintain accurate account balances and financial records.
- Coordinate Appointments , scan and upload personal tax documents
Sales & receiving
Boot Barn
04.2023 - 02.2024
- (631) 319-0577
- Sales , merchadising
- Unloaded, sorted and stored incoming merchandise.
- Verified deliveries against paperwork and contacted vendors to resolve discrepancies.
- Gathered and processed merchandise returns.
- Pulled, verified, and packaged items for shipment.
- Sales
R&G Brenner Tax Consultants
01.2006 - 04.2023
- Coordinate client appointment times
- Process preliminary personal and misc tax related documents
- Advise clients of deadlines and tax filing requirements
- (631)696-7418
- Seasonally
Apparel department consultant
Target
10.2016 - 02.2020
- Apparel department consultant
- Maintained displays
- Merchandise restock
- Price and inventory accuracy
- Check lanes cashier
- (631)319-4212
Department of Social Services, Medicaid Division
01.2011 - 11.2015
- Track statistical information for scanned records
- Direct client concerns to appropriate services
- Maintain medicaid case records
- Supervise and trained various departments in Scanning & Data Entry procedures
Education
Associate Degree - Business
Queensboro Community College
Skills
- Bank reconciliation
- Tax preparation scanning
- Accounts receivable
- Data entry
- Account reconciliation
- Document organization
- Tax documentation
Timeline
Client Services / Bookkeeper
Block Advisors
01.2024 - Current
Sales & receiving
Boot Barn
04.2023 - 02.2024
Apparel department consultant
Target
10.2016 - 02.2020
Department of Social Services, Medicaid Division
01.2011 - 11.2015
R&G Brenner Tax Consultants
01.2006 - 04.2023
Associate Degree - Business
Queensboro Community College
Similar Profiles
Sara MoonSara Moon
Administrative Assistant at Block AdvisorsAdministrative Assistant at Block Advisors
James Zerobe JohnJames Zerobe John
Tax Advisor at Block AdvisorsTax Advisor at Block Advisors
Amanda BanjaAmanda Banja
Tax Advisor II (remote and On-Site) at Block AdvisorsTax Advisor II (remote and On-Site) at Block Advisors
Corrinne NedCorrinne Ned
Associate Team Lead/ Receptionist at Block AdvisorsAssociate Team Lead/ Receptionist at Block Advisors
Kylee ThorntonKylee Thornton
Ice Cream and Italian Ice Shop at Tina's Italian IcesIce Cream and Italian Ice Shop at Tina's Italian Ices