Summary
Overview
Work History
Education
Skills
Timeline
Generic

Sydney Lockhart

Westland,MI

Summary

Throughout my career in public accounting, I have created a proven track record in enhancing client satisfaction and streamlining tax processes while also showcasing exceptional customer service and critical thinking skills. I am excelled in data entry and office administration, ensuring compliance and accuracy. I have spent time learning and growing my skills as a tax accountant and have become very comfortable working on returns for partnerships, consolidated corporations, and individuals. I take pride in fostering professional relationships and leveraging computer skills for optimal efficiency and creating a warm, comfortable, and supportive environment for all. I am a very personable and organized individual with a keen eye for detail and positive, upbeat attitude. I posses strong communication skills and solid understanding of office software, including proficiency in Microsoft Office Suite. I am capable of enhancing team efficiency through effective coordination and administrative support.

Overview

3
3
years of professional experience

Work History

International Tax Staff

Plante Moran
08.2023 - 03.2025


  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Researched complex tax issues utilizing online resources and professional tax software.
  • Developed strong relationships with clients through consistent communication and attentive customer service, resulting in increased overall satisfaction.
  • Trained new employees on company policies and procedures, contributing to a cohesive team atmosphere and improved overall performance.
  • Established and maintained strong relationships with colleagues through regular meetings, check-ins and other tools.
  • Developed and improved time management and organizational skills to maximise personal productivity.
  • Analyzed financial records to verify accuracy of tax returns.
  • Stayed current on changing tax laws and regulations to provide the most accurate advice to clients.

Administrative Assistant

America’s Best
10.2021 - 07.2022
  • Maintained confidentiality of sensitive information by adhering to strict privacy policies and implementing secure filing systems.
  • Coordinated office supply inventory management, proactively ordering necessary items before depletion to avoid workflow disruptions.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Handled sensitive patient information with discretion, adhering to strict HIPAA guidelines and safeguarding privacy at all times.
  • Documented patient medical information, case histories, and insurance details to facilitate smooth appointments and payment processing.
  • Demonstrated proficiency in various medical software programs, adeptly adapting to new technology as required for optimal job performance.

Education

Bachelor of Science - Accounting

Wayne State University
Detroit, MI
12.2021

Skills

  • Customer service
  • Data entry
  • Computer skills
  • Office administration
  • Microsoft outlook
  • Critical thinking
  • Scheduling
  • Documentation and recordkeeping
  • Dedicated team player
  • Excel spreadsheets
  • Recordkeeping

Timeline

International Tax Staff

Plante Moran
08.2023 - 03.2025

Administrative Assistant

America’s Best
10.2021 - 07.2022

Bachelor of Science - Accounting

Wayne State University
Sydney Lockhart