Summary
Work History
Education
Skills
Timeline
Overview
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Erika Roberts

Las Vegas,United States

Summary

Enthusiastic Tax Professional experienced in Individual and Small Business tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with 10+ years of industry expertise.

Work History

Manager and Owner

Mobile Professional Services, LLC
LAS VEGAS, NV
08.2016 - Current
  • Prepared 50 individual tax returns for return and new clients (tax year 2021, 2020, 2019)
  • Interviewed and updated client information for accurate tax return preparation
  • Researched current tax laws and applied all applicable credits and exemptions
  • Consulted with customers to assess needs and propose optimal solutions
  • Calculated and assisted clients in timely filing and payment of quarterly taxes due
  • Performed bookkeeping for small business owners in Las Vegas, Nevada
  • Assisted clients in setting up books for new businesses

Manager

Nationwide Furniture Repair
Salem, OR
05.2014 - 07.2015
  • Accomplished multiple tasks within established timeframes.
  • Onboarded new employees with training and new hire documentation..
  • Maximized performance by monitoring daily activities and mentoring team members.
  • Adjusted job assignments and schedules to keep pace with dynamic business needs, factoring in processes, employee knowledge and customer demands.
  • Performed daily, month-end, and year end bookkeeping and tax document printing
  • Implemented operational strategies and effectively built customer and employee loyalty.

Administrative Office Clerk

Pape Machinery
Salem, Oregon
01.2016 - 08.2017
  • Optimized system use by preparing training manual for team members covering proper clerical procedures.
  • Provided quality clerical support through data entry, document management, email correspondence and overseeing operation of office equipment.
  • Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.
  • Reconciled company accounts for credit cards, employee expenses and commissions.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Communicated with suppliers to reconcile invoice payments.

Office Administrator

Mutual Publishing, LLC
Honolulu, HI
03.2008 - 04.2012
  • Interacted with customers by phone, email or in-person to provide information.
  • Answered multi-line phone system, routing calls, delivering messages to staff and greeting visitors.
  • Applied advanced administrative and analytical skills in overseeing day-to-day operational activities.
  • Coordinated communications, financial processing, registration, recordkeeping and other administrative functions.
  • Maintained open communication with customers to foster positive relations and provide updates on issues.
  • Trained new employees on administrative procedures, company policies and performance standards.
  • Verified salaried and hourly employee time cards to prepare accurate bi-weekly payroll.
  • Assisted with coordination and hosting of company events.

Seasonal Office Administrator

H & R Block Tax Services
Honolulu, HI
01.2008 - 04.2009
  • Successfully worked two consecutive tax seasons with the Ala Moana and McCully location offices
  • Maintained excellent attendance record, consistently arriving to work on time.
  • Collaborated with team members to achieve target results.
  • Handled 75 calls per day to address customer inquiries and concerns.
  • Actively listened to customers' requests, confirming full understanding before addressing concerns.
  • Responsible for electronically batch filing customer tax returns and verifying filing each morning and afternoon

Junior Bookkeeper

Kirio & Araki, CPAs
Honolulu, HI
01.2000 - 05.2003
  • Provided comprehensive accounting support to company by managing functions like payroll, accounts payable, accounts receivable and business expense processing.
  • Input data into accounting system and maintained integrity of system information to alleviate potential breaches.
  • Sorted financial documents, coded accounting entries for data processing and posted daily receipts and payments.
  • Worked with senior accounting staff to prepare financial documents and reports such as bills and invoices, year-end analysis, budgets, financial records and financial statements.
  • Compiled and analyzed variety of complex accounting and statistical information to prepare financial statements.
  • Performed data entry, paper filing, electronic archiving and used 10‐key and other machines and equipment to support office efficiency.
  • Completed payroll for employees and maintained detailed records of procedures.
  • Provided journal entries and performed accounting on accrual basis.
  • Prepared and filed state and federal tax forms for commercial and individual clients.

Licensed Tax Preparer and Bookkeeper

Robert A. Morrison's Accounting Service
Keizer, Oregon
01.1997 - 08.1999
  • Posted daily receipts and payments in accordance with corporate protocols.
  • Calculated deductions and processed payroll for employees.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Identified accounting errors when cross-referencing documents and database information.
  • Organized and carried out proactive month-end, quarterly and year-end processes.
  • Prepared tax returns for clients in various industries according to government regulations and requirements.
  • Interviewed Individual and Small Business clients to collect information and gather necessary paperwork prior to preparing tax returns.

Education

No Degree - Business Management And Accounting

Chemeketa Community College
Salem, OR
06.2023

Skills

  • Tax-related research
  • Two years college-level accounting with 37 GPA
  • Tax return preparation
  • IFRS and GAAP experience
  • Bookkeeping
  • Payroll familiarity

Timeline

Manager and Owner

Mobile Professional Services, LLC
08.2016 - Current

Administrative Office Clerk

Pape Machinery
01.2016 - 08.2017

Manager

Nationwide Furniture Repair
05.2014 - 07.2015

Office Administrator

Mutual Publishing, LLC
03.2008 - 04.2012

Seasonal Office Administrator

H & R Block Tax Services
01.2008 - 04.2009

Junior Bookkeeper

Kirio & Araki, CPAs
01.2000 - 05.2003

Licensed Tax Preparer and Bookkeeper

Robert A. Morrison's Accounting Service
01.1997 - 08.1999

No Degree - Business Management And Accounting

Chemeketa Community College

Overview

20
20
years of professional experience

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Erika Roberts