Summary
Overview
Work History
Education
Skills
Certification
Timeline
Vena Pratt

Vena Pratt

Las Vegas,NV

Summary

Highly analytical, results-driven tax accounting specialist skilled at working quickly and accurately under tight deadlines. Extensive knowledge of Drake Tax Software, Microsoft Office applications, Quickbooks Accounting and 10-key proficient. Maintains ongoing training requirements and knowledge of latest tax changes and laws. Has active PTIN.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Tax Accountant

Pratt Tax
01.2012 - Current
  • Prepares hundreds of property, income, and occupation tax services for small businesses and individuals and multi-state returns.
  • Researches tax regulations and analyzed financial statements to ensure documentation correctness.
  • Takes part in quarterly financial planning and implemented tax strategies to minimize financial risks of company.
  • Researches complex tax issues to ensure all relevant deductions.
  • Performs regular data checks to identify potential errors in documentation and procedures.
  • Provides taxation consultancy and explained intricacies of tax laws to business and individual clients.
  • Assists clients with IRS related procedures.
  • Acts as client liaison, IRS CAF Number holder.
  • Maintains year-round tax service to resolve IRS tax issues after national deadline.
  • Lowered year-end tax bills for individual, business and corporate clients by 20% or more by identifying relevant deductible expenses under federal tax regulations.

Office Administrative Assistant

TRI Pointe Homes
07.2014 - 12.2017
  • Delivered top-notch administrative support to office staff, promoting excellence in office operations.
  • Responded to over 75 inquiries from callers seeking information daily.
  • Sorted, opened, and routed mail and deliveries for 251 employees to meet business requirements.
  • Assisted accounts payable and receivables department to gain better sense of overall financial stability and liquidity.
  • Updated spreadsheets and databases to track, analyze, and report on performance and sales data.
  • Restocked supplies and submitted purchase orders to maintain stock levels.
  • Offered technical support and troubleshot issues to enhance office productivity.
  • Conducted research to assist with routine tasks and special projects.

Lead Case Manager

CCSDSchools
05.2012 - 06.2014
  • Identified care needs of 67 individual patients and coordinated responses based on physician advice, insurance limitations, and procedural costs.
  • Partnered with physicians, social workers, activity therapists, nutritionists, and case managers to develop and implement individualized care plans and documented patient interactions and interventions in electronic charting systems.
  • Developed and implemented safety plans for clients at risk of harm to provide protection.
  • Referred clients to appropriate team members, community agencies and organizations to meet treatment needs
  • Provided leadership to staff of 4, guidance and support to staff members
  • Created and managed budgets, efficiently allocating resources for social and community service projects

Education

BA - Communications

California State University, San Bernardino, CA

Mathematics

University of California - Los Angeles, Los Angeles, CA

Skills

  • Federal and State Tax Returns
  • GAAP Accounting Practices
  • Quickbooks, Microsoft Excel, Microsoft Office
  • Tax Consulting and Representation
  • Negotiation and Conflict Resolution
  • Administrative Oversight

Certification

Certified Tax Preparer IRS PTIN, Member Better Business Bureau, Member of National Association of Tax Professionals.

Timeline

Office Administrative Assistant - TRI Pointe Homes
07.2014 - 12.2017
Lead Case Manager - CCSDSchools
05.2012 - 06.2014
Tax Accountant - Pratt Tax
01.2012 - Current
California State University - BA, Communications
University of California - Los Angeles - , Mathematics

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Vena Pratt