Valerie Spangenberg
Penn Valley,CA
Summary
Highly motivated team player with experience in many areas of non-profit organizations including volunteer scheduling, client relations, fundraising, overseeing recordkeeping and data, and building working relationships with volunteers, students, staff, community leaders, and clients. A critical thinker with sound judgment and strong interpersonal skills as well as the ability to prioritize and manage time effectively.
Overview
18
18
years of professional experience
Work History
NUTRITION DATA COORDINATOR
Gold Country Senior Services
05.2023 - Current
- Develop positive relationships with Meals on Wheels clients and volunteers by fielding inquiries on the phone, provide information about other available services as needed, and resolve route/delivery issues including the cheerful delivery of meals to clients on occasion.
- Ensure timely completion of month end reports and special projects including Thanksgiving and Christmas dinner orders for clients.
- Coordinate with and help improve communication between Case Management team and Nutrition office to facilitate a seamless transfer of knowledge.
- Monitor data entry processes, verify accuracy of data, and work to improve efficiency and performance.
- Conduct intake assessments of seniors interested in Meals on Wheels helping to determine their eligibility and nutritional needs. Input initial data and assessments into GetCare.
TAX STAFF/TAX PREPARER
Wilson, Wilson, and Taylor
12.2021 - 06.2022
- Prepare high level individual and various entity tax returns specializing in S Corps, small businesses, trusts, non-profits, and partnership returns.
- Review financial statements and enter adjusting journal entries needed for tax preparation.
- Perform general accounting work or special projects utilizing QuickBooks and Excel as assigned by management.
- Assist partners in serving as primary contact for multiple clients in order to maintain and strengthen the relationship.
TAX ADVISOR
Broad Street Financial Group
02.2019 - 05.2021
- Meet clients to strengthen relationships, collect information, develop tax strategies, and provide guidance on taxation issues.
- Prepare federal and state income tax returns for corporations, partnerships, S Corps, individuals, trusts, and sole proprietorships.
- Analyze information that includes income and expenses, profit and loss statements, balance sheets to determine IRS allowable expenses.
PRINCIPAL/TEACHER
St. Catherine of Siena School
08.2005 - 01.2018
- Evaluate and assess individual students needs and concerns working with special needs team to develop effective education plans.
- Oversaw all aspects of the administration of school including recruiting new students, retention, finances, and marketing.
- Developed strong relationships with stakeholders to foster trust, collaboration, and commitment to shared goals.
Education
IRS ENROLLED AGENT -
09.2020
CERTIFIED BOOKKEEPERS' TRAINING PROGRAM: SIERRA COLLEGE -
09.2018
QUICKBOOKS ONLINE TRAINING: CERTIFICATE OF COMPLETION Level 1 -
12.2017
MASTER OF ARTS DEGREE – ELEMENTARY EDUCATION -
UNIVERSITY OF PHOENIX
CONCORD, CA10.2007
BACHELOR OF SCIENCE DEGREE – BUSINESS MANAGEMENT -
ST. PETER'S UNIVERSITY
JERSEY CITY, NJ10.1991
Skills
- Effective communication and interpersonal skills
- Proficient in GetCare software, Microsoft Excel, various tax software, QuickBooks
- Lifelong learner
- Flexible, team player
Activities
- Volunteer: Adult Literacy Program – Nevada County Library
- Currently working towards 200 Hour Yoga Teacher Training certification.
Timeline
NUTRITION DATA COORDINATOR
Gold Country Senior Services
05.2023 - Current
TAX STAFF/TAX PREPARER
Wilson, Wilson, and Taylor
12.2021 - 06.2022
TAX ADVISOR
Broad Street Financial Group
02.2019 - 05.2021
PRINCIPAL/TEACHER
St. Catherine of Siena School
08.2005 - 01.2018
IRS ENROLLED AGENT -
CERTIFIED BOOKKEEPERS' TRAINING PROGRAM: SIERRA COLLEGE -
QUICKBOOKS ONLINE TRAINING: CERTIFICATE OF COMPLETION Level 1 -
MASTER OF ARTS DEGREE – ELEMENTARY EDUCATION -
UNIVERSITY OF PHOENIX
BACHELOR OF SCIENCE DEGREE – BUSINESS MANAGEMENT -
ST. PETER'S UNIVERSITY
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