Taylor Meibos
Ogden,UT
Summary
Experienced office manager and accounts assistant skilled in financial planning and management. Proficient in tax invoice preparation, data collection, and account reconciliation. Strong communication and collaboration abilities. Commended for consistently completing assigned tasks.
Overview
5
5
years of professional experience
Work History
Accounts Assistant
Falls Family Office
Lander, WY
06.2023 - Current
- Maintained accurate records of financial transactions.
- Completed reconciliations of various accounts including credit cards and bank accounts.
- Generated monthly financial reports for management review.
- Provided administrative support to the accounting department as required.
- Ensured accuracy of data entry into accounting systems by verifying documents against source information.
- Participated in month end closing process by preparing journal entries and accruals.
- Reconciled intercompany accounts on a monthly basis to ensure accuracy of balances reported in the consolidated financial statements.
- Prepared financial statements and expense documents for management teams.
- Managed daily bookkeeping functions with attention to accounts receivable, accounts payable, banking reconciliation and disbursements.
Operations Manager/Bookkeeping Administrative Assistant
Capital View Accounting
West Haven, UT
06.2022 - 07.2023
- Monitored and improved efficiency of processes, team performance, and customer service.
- Analyzed data from daily reports to identify trends in production performance metrics.
- Developed key performance indicators to measure effectiveness of operational processes.
- Maintained and reconciled general ledger accounts.
- Prepared financial statements, including balance sheets, income statements, and statement of cash flows.
- Conducted monthly bank reconciliations.
- Ensured accuracy in all accounting entries and records.
- Assisted tax preparers in gathering and organizing client documents.
- Input data into the company's software for preparation of returns.
- Reviewed completed tax forms to ensure accuracy and completeness.
- Answered questions from clients regarding their specific tax situation.
- Corresponded with clients via email or phone to obtain additional information needed for filing taxes.
- Prepared 1040EZ, 1040A and 1040 forms as well as supporting schedules A, B and C accurately and efficiently.
Contractor Account Manager/Office Manager
Larson Pool Plastering
North Salt Lake, UT
02.2020 - 06.2022
- Assisted in the preparation of construction contracts and agreements, ensuring accuracy and compliance with applicable laws.
- Developed detailed plans for projects based on customer needs and expectations.
- Managed subcontractors throughout the duration of each project, ensuring tasks were completed in a timely manner.
- Coordinated with suppliers to procure necessary materials for projects within budget constraints.
- Ensured safety protocols were being followed at all times by employees and subcontractors on site.
- Provided guidance and training to new team members as needed in order to meet performance goals.
- Monitored progress against established timelines for each project to ensure deadlines are met.
- Kept clients informed about progress status updates throughout the entire process.
- Organized monthly meetings with contractors and staff members to review ongoing projects.
- Managed scheduling to Improve resource allocation and control expenses.
- Maintained positive working relationship with fellow staff and management.
- Identified needs of customers promptly and efficiently.
Education
Associate of Science -
Weber State University
Ogden, UTSkills
- Scheduling and calendar management
- Customer Relations
- Office Administration
- Account Reconciliation
- Excellent communication skills
- Proficient in Quickbooks, Microsoft & Mac Systems
- Payment Collection
- Data Entry
- Organization and efficiency
- Tech-savy
- Multitasking and prioritization
- Correspondence Management
References
References available upon request.
Timeline
Accounts Assistant
Falls Family Office
06.2023 - Current
Operations Manager/Bookkeeping Administrative Assistant
Capital View Accounting
06.2022 - 07.2023
Contractor Account Manager/Office Manager
Larson Pool Plastering
02.2020 - 06.2022
Associate of Science -
Weber State University
Similar Profiles
Thomas MoranThomas Moran
Residence Director at Thomas Jefferson University East Falls Office of Residential LifeResidence Director at Thomas Jefferson University East Falls Office of Residential Life
Angela TurleyAngela Turley
Medical Assistant at Crystal Falls Family MedicineMedical Assistant at Crystal Falls Family Medicine
Solbet Sanchez BricenoSolbet Sanchez Briceno
Board Certified Behavior Analyst at Falls Family Center LLCBoard Certified Behavior Analyst at Falls Family Center LLC