Summary
Overview
Work History
Education
Skills
Additional Information
Volunteer Experience
Timeline
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Victoria Davis

Rotterdam,NY

Summary

To find a position where she can utilize her skills and knowledge in Accounting while continuing to learn and grow.

Overview

13
13
years of professional experience

Work History

Tax Preparer

The Bonadio Group
02.2020 - Current
  • Prepared and filed accurate federal, state, and local tax returns for individuals, partnerships, corporations, and trusts
  • Reviewed financial documents such as income statements, balance sheets, and expense reports to ensure compliance with tax laws
  • Researched and interpreted complex tax regulations to provide clients with up-to-date information on deductions, credits, and exemptions
  • Collaborated with clients to gather necessary documentation and answer any questions or concerns regarding their taxes
  • Maintained confidentiality of client information in accordance with professional ethics standards
  • Utilized electronic filing systems to submit tax returns efficiently while ensuring accuracy of data entry
  • Provided exceptional customer service by promptly responding to client inquiries via phone calls or emails throughout the year
  • Collaborated effectively within a team environment to meet tight deadlines during peak tax season
  • Possessed advanced knowledge of accounting principles including accruals, depreciation, and amortization
  • Researched and resolved complex tax issues by consulting relevant IRS publications, guidelines, and case law precedents
  • Maintained up-to-date knowledge of changes in federal, state, and local tax laws through regular training sessions.

Staff Accountant

Capital Cardiology Associates
07.2019 - 02.2020
  • Managed accounts payable and accounts receivable processes, ensuring accurate recording of transactions
  • Performed monthly bank reconciliations to verify accuracy of financial data
  • Maintained accurate records of fixed assets and depreciation schedules
  • Participated in month-end close process by preparing journal entries and reconciling general ledger accounts
  • Generated detailed financial reports for management review on a weekly/monthly/quarterly basis
  • Maintained confidentiality of sensitive financial information at all times
  • Prepared monthly sales tax returns and ensured timely submission to relevant tax authorities.

Accounting Intern

Eagle Rock Management
12.2017 - 06.2018
  • Verified Journal Entries Summer 2018
  • Ran A/R lease audit
  • Verified TB's and Bank Reconciliations
  • Prepared work papers for monthly closing using Pivot Tables in Excel
  • Tracked renovation expenses using GL accounts
  • Constructed and executed a reserve account request for $100,000.00.

Accounts Receivable Clerk

Eagle Rock Management, LLC
05.2013 - 05.2016
  • Posted $10,000 in tenant checks daily
  • Prepared and executed tenant security deposits
  • Posted no lease fees on tenants who did not renew
  • Posted Non-Sufficient Funds Fees
  • Reconciled Bank Statements
  • Prepared and executed AR reports.

Part Time Bookkeeper

King Kullen Grocery Co. Inc.
03.2014 - 01.2016
  • Balanced the back office every two hours
  • Checked cashier's drawers for errors for overages and shortages
  • Processed returns on merchandise
  • Issued up to $500 per Money Order.

Volunteer

St. Patrick's Church of Smithtown
10.2011 - 03.2015
  • Responsibilities included educating the young adults on God and the Catholic Church and assisting them on finishing their sacraments by the Easter Vigil Mass.

Part Time Cashier

King Kullen Grocery Co. Inc.
11.2011 - 03.2014
  • Cashed out customers after they finished shopping
  • Bagged groceries
  • Cleaned the front end when store was not busy
  • Handled an average of $200 daily.

Education

Bachelors in Accounting -

The College at Brockport, State University of New York
Brockport, NY
05.2019

Skills

  • MS OFFICE
  • Accounting
  • Accounts Receivable
  • Bookkeeping
  • Quickbooks
  • Excel
  • Billing
  • Quick
  • MICROSOFT OFFICE

Additional Information

Skills: Proficient in Microsoft Office and Rent Manager

Volunteer Experience

Volunteer for the RCIA program for young adults, St. Patrick's Church of Smithtown, 10/01/11, 03/01/15, Responsibilities included educating the young adults on God and the Catholic Church and assisting them on finishing their sacraments by the Easter Vigil Mass

Timeline

Tax Preparer

The Bonadio Group
02.2020 - Current

Staff Accountant

Capital Cardiology Associates
07.2019 - 02.2020

Accounting Intern

Eagle Rock Management
12.2017 - 06.2018

Part Time Bookkeeper

King Kullen Grocery Co. Inc.
03.2014 - 01.2016

Accounts Receivable Clerk

Eagle Rock Management, LLC
05.2013 - 05.2016

Part Time Cashier

King Kullen Grocery Co. Inc.
11.2011 - 03.2014

Volunteer

St. Patrick's Church of Smithtown
10.2011 - 03.2015

Bachelors in Accounting -

The College at Brockport, State University of New York

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Victoria Davis