Tianna Poeck
Tax Preparer
Cedar Rapids,IA
Summary
Aspiring Accountant Seeking Entry-Level Opportunities. Effective Student committed to learning, developing skills in Accounting and team contribution. Self-directed and meticulous with superior performance in both autonomous or collaborative environments working independently and collaborating with others on group projects.
Overview
1
1
year of professional experience
1
1
Certification
1
1
year of post-secondary education
Work History
Tax Preparer Intern
Anastasia Caso, CPA
Oceanside, CA
01.2024 - Current
- Enhanced client satisfaction by providing accurate and timely tax preparation services.
- Assisted senior tax preparers in completing complex tax returns for both individuals and businesses.
- Conducted thorough research on tax laws to ensure compliance with federal and state regulations.
- Streamlined the tax preparation process by implementing efficient organizational systems.
- Developed comprehensive understanding of various tax software programs, increasing accuracy and productivity.
- Attended professional development workshops to stay current on changes in tax laws and industry best practices.
- Organized client files for easy retrieval, streamlining workflow processes for the entire team.
- Used TaxDome to input and track tax information.
- Utilized tax-related software such as SurePrep to prepare and process returns and research tax matters.
- Prepared individual, trust, partnership and corporate tax returns.
Accounting Student
Colorado Technical University
08.2023 - Current
- Drafted payroll functions using Quickbooks Online
- Designed accurate financial statements
- Enhanced quality control procedures through the meticulous review of data and validation of statements
- Collated month-end and year-end closing processes by reconciling accounts
- Demonstrated critical and strategic thinking capabilities
- Eliminated errors by enforcing internal controls and established procedures
- Conducted numerous accounting skills by shadowing accounting instructor
- Completed advanced accounting software functions and account actions by shadowing accounting instructor
- Sustained general ledger integrity with complete and accurate journal entries
- Conduced ideas based on observations and classroom training, helping improve accounting systems
- Devised invoices and statements to aid accounts receivable operations
Night Auditor
Fairfield Inn & Suites
01.2023 - 12.2023
- Front Desk Duties:
- Greet and assist guests who may arrive during the night
- Check-in late-arriving guests and handle their requests or concerns
- Handle check-outs for guests leaving early in the morning
- Answer phone calls and respond to guest inquiries and requests
- Accounting and Financial Responsibilities:
- Audit and balance financial transactions for the day, including room charges, payments, and other revenue
- Verify accuracy of guest accounts and resolve any discrepancies
- Prepare and distribute daily financial reports to management
- Security and Safety:
- Monitor the property and ensure the safety and security of guests and the premises
- Handle any emergencies or security issues that may arise during the night
- Ensure that all safety procedures are followed
- Administrative Tasks:
- Perform various administrative duties such as data entry, filing, and record-keeping
- Complete night audit reports and prepare for the morning shift
- Assist with any guest requests or special arrangements
- Customer Service:
- Provide excellent customer service to guests, addressing any concerns or requests promptly and professionally
- Handle guest complaints or issues and escalate when necessary
- Technology and Systems:
- Use hotel management software and systems to check-in, check-out, and manage reservations
- Operate computer systems to perform night audit and financial tasks
- Team Communication:
- Communicate effectively with the morning shift and other staff members, providing updates on overnight activities
- Compliance:
- Ensure compliance with hotel policies and procedures, as well as local regulations
- Miscellaneous Tasks:
- Perform various other duties as required, such as preparing breakfast service or setting up meeting rooms if necessary
Education
Bachelors of Science in Accounting - Accounting
Colorado Technical University
Colorado Springs, CO 08.2023 - Current
Associate's degree in Accounting - Accounting
Colorado Technical University
Colorado Springs 01.2023 - 08.2023
Skills
- QuickBooks Online (1 year)
- Highly dependable
- Time management
- Accounting
- GAAP
- Bookkeeping
- Financial auditing
- Tax experience
- Fast learner
- Analytics
- Recordkeeping
Certification
- NSLS Leadership Certification, 08/01/23, Present
- PTIN, 01/01/24, Present
Affiliations
- Intuit Academy
- QuickBooks ProAdvisor Training
Accomplishments
Summa Cum Laude
Highest Honors
National Society of Leadership and Success
awards
- The National Society of Leadership and Success, 08/29/23
- Highest Honors, 08/01/23, Graduated 4.0 GPA
- Presidents List, 01/17/23, 08/29/23
assessments
- Data entry: Attention to detail, Proficient, 03/01/23, Maintaining data integrity by detecting errors
- Work style: Reliability, Proficient, 03/01/23, Tendency to be reliable, dependable, and act with integrity at work
- Bookkeeping, Proficient, 12/01/23, Calculating and determining the accuracy of financial data
- Principles of accounting, Proficient, 12/01/23, Preparing financial records according to federal policies
- Administrative assistant/receptionist, Proficient, 12/01/23, Using basic scheduling and organizational skills in an office setting
- Customer focus & orientation, Proficient, 09/01/23, Responding to customer situations with sensitivity
- Attention to detail, Proficient, 12/01/23, Identifying differences in materials, following instructions, and detecting details among distracting information
Timeline
Tax Preparer Intern
Anastasia Caso, CPA
01.2024 - Current
Bachelors of Science in Accounting - Accounting
Colorado Technical University
08.2023 - Current
Accounting Student
Colorado Technical University
08.2023 - Current
Associate's degree in Accounting - Accounting
Colorado Technical University
01.2023 - 08.2023
Night Auditor
Fairfield Inn & Suites
01.2023 - 12.2023
Similar Profiles
Tianna PoeckTianna Poeck
Tax Preparer Intern at Anastasia Caso, CPATax Preparer Intern at Anastasia Caso, CPA
Genoveve CasoGenoveve Caso
Administrator at Katrina Caso Design, LLCAdministrator at Katrina Caso Design, LLC
Michelle ScrogginsMichelle Scroggins
Optician at Anastasia Eye AssociatesOptician at Anastasia Eye Associates
Diona EnglandDiona England
Graphic Artist at England's Touch, LLCGraphic Artist at England's Touch, LLC
Jacob HopkinsJacob Hopkins
Forklift/Warehouse Operator at Ryder SystemForklift/Warehouse Operator at Ryder System