Tammy Holder
Gainesville,FL
Summary
Accomplished Tax Specialist and Accountant with a proven track record at H&R Block and Florida Farm Bureau, adept in bank reconciliation and delivering exceptional customer service. Expertise in enhancing financial accuracy and tax compliance through strategic planning and meticulous record-keeping. Achieved a significant increase in cash flow by improving invoice processing and collections.
Overview
3
3
years of professional experience
Work History
Accountant Clerk III
Florida Farm Bureau
02.2024 - Current
- Ensured timely payments to vendors with diligent invoice processing and proactive communication.
- Maintained strong relationships with clients, both internally and externally providing exceptional customer service and addressing inquiries regarding billing or account balances.
- Reduced errors in data entry through careful verification of transactions and regular reconciliation of accounts.
- Maintained account accuracy by reviewing and reconciling checks monthly.
- Safeguarded company assets by implementing stringent internal controls within the accounting department.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Ensured accuracy in inventory valuation through consistent monitoring and reconciliation of physical counts with accounting records.
- Supported tax preparation efforts, gathering necessary documentation and maintaining accurate records throughout the year.
- Increased cash flow by diligently managing accounts receivable and promptly following up on overdue invoices.
- Processed payments and documents such as invoices, journal vouchers, employee reimbursements, and statements.
- Processed credit card payments and reconciled credit card statements for accuracy in accounting process.
- Handled day-to-day accounting processes to drive financial accuracy.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
Account Clerk/Accounting Bookkeeper
Southern Escapes & Lawn Enforcement
03.2023 - 02.2024
- Provided clerical support to department, such as filing, copying and restocking supplies.
- Maintained compliance with all established guidelines and legal requirements.
- Received and entered vendor bills,
- Worked with vendors and management to resolve issues quickly.
- Created and distributed invoices and processed incoming payments to keep records accurate and current.
- Set up and updated Excel spreadsheets to track financial data.
- Reconciled account information and reported figures in general ledger by comparing to bank account statement each month.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Tracked and documented expenses for budgetary purposes.
- Assessed data and information to verify entry, calculation, and billing code accuracy.
- Maintained accurate financial records through diligent reconciliation of accounts receivable and payable transactions on a weekly basis.
- Reconciled system accounts against bank statements.
- Matched purchase orders with invoices and recorded necessary information.
- Recorded deposits, reconciled monthly bank accounts and tracked expenses.
- Created detailed expense reports to facilitate reimbursement for business expenses incurred.
- Reconciled company bank, credit card and line of credit accounts, investigating, and resolving discrepancies to keep accounts audit-ready.
- Ensured timely vendor payments by effectively managing accounts payable and maintaining strong relationships with suppliers.
Tax Specialist
H&R Block
01.2023 - 04.2023
- Maintained thorough and current understanding of applicable tax laws.
- Collaborated with cross-functional teams to ensure seamless communication and coordination on tax-related matters.
- Worked with individuals, trusts and companies to manage tax compliance and reporting needs.
- Collected and submitted required tax payments.
- Managed tax submissions and made sure all information complied with regulations.
- Provided clear explanations of complex tax concepts to clients, ensuring they fully understood their responsibilities and obligations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Advised clients on best practices for managing their finances to minimize future tax liabilities while maximizing deductions and credits available to them.
- Assisted clients in reducing tax liabilities through strategic financial planning.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Tax Specialist
H&r Block
01.2022 - 04.2022
- Maintained thorough and current understanding of applicable tax laws.
- Collected and submitted required tax payments.
- Managed tax submissions and made sure all information complied with regulations.
- Prepared accurate and timely federal, state, and local income tax returns for individuals, businesses, and non-profit organizations.
- Communicated with clients regarding tax situations, providing guidance on financial decisions.
Education
High School Diploma -
Santa Fe High School
Alachua, FL06-1994
Skills
- Bank reconciliation
- Accounts receivable
- Microsoft Excel
- Accounts payable
- Invoice processing
- Journal entries
- Tax preparation
- Invoicing and collections
- Accounts payable and receivable
Timeline
Accountant Clerk III
Florida Farm Bureau
02.2024 - Current
Account Clerk/Accounting Bookkeeper
Southern Escapes & Lawn Enforcement
03.2023 - 02.2024
Tax Specialist
H&R Block
01.2023 - 04.2023
Tax Specialist
H&r Block
01.2022 - 04.2022
High School Diploma -
Santa Fe High School
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