Taylor Weissert
Summary
Detail-driven accounting professional experienced in examining and analyzing accounting records, financial statements, and financial reports to assess accuracy & compliance with generally accepted accounting principles and standards.
Overview
4
4
years of professional experience
Work History
Staff Accountant
Scheffel Boyle
02.2023 - Current
- Prepare taxes for individuals, trusts, S-corps, and not-for-profits.
- Communicate with clients via phone and email.
- Manage fixed assets and QuickBooks for multiple entities.
- Preform audits for townships, not-for-profits, and school districts with two co-workers.
Personal Assistant
Northwestern Mutual
12.2021 - 05.2023
- Bookkeeping, filing documents, and payroll.
- Coordinate and plan business/personal trips.
- Run personal errands, pay bills, and arrange personal appointments.
Customer Service Representative
1st Phorm
02.2019 - 06.2021
- Handled customer inquiries and suggestions courteously and professionally.
- Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
- Hand wrote 'Thank You' cards to build relationships and connections with customers.
- Led and mentored new employees within customer service.
- Sent personalized promotional gifts to specific customers to recognize their loyalty to the brand.
Education
CPA Candidate -
Bachelor of Science - Accountancy
Southern Illinois University Edwardsville (SIUE)
Skills
- Payroll Processing
- GAAP Accounting Practices
- Cash Flow and Reconciliation
- General Ledger
- Income Statements
- Payroll Auditing
- CaseWare
- CCH (Tax and Fixed Asset Software
- Microsoft Office
- QuickBooks Online
- SMART
- Data Entry
- Automated Systems and Procedures
- Account Reconciliation
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Treat the word impossible as nothing more than motivation
Donald J. Trump
Timeline
Staff Accountant
Scheffel Boyle
02.2023 - Current
Personal Assistant
Northwestern Mutual
12.2021 - 05.2023
Customer Service Representative
1st Phorm
02.2019 - 06.2021
CPA Candidate -
Bachelor of Science - Accountancy
Southern Illinois University Edwardsville (SIUE)
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