Zachary Daniel
Charlottesville,VA
Overview
3
3
years of professional experience
Work History
Tax Preparer
Smith Going and Associates
Charlottesville, VA
01.2024 - Current
- Filed electronically through approved software programs.
- Compiled data from clients to accurately complete tax forms.
- Reviewed prior year's returns for accuracy and completeness before submitting them.
- Identified potential deductions to minimize clients' tax liabilities.
- Organized paperwork for efficient review by senior staff members.
Accounts Payable Clerk
Tiger Lily Capital LLC
Charlottesville, VA
09.2023 - 12.2024
- Assisted with month-end closing activities as needed.
- Maintained accounts payable files and records in an organized manner.
- Processed invoices and payments in accordance with company policies and procedures.
- Entered data into accounting system to maintain accurate financial records.
- Maintained all files, records, correspondence, and other documents related to Accounts Payable activities.
- Assisted in migrating fixed assets from previous system to a Sage module.
Accountant
Lighthouse Instruments
Charlottesville, VA
06.2023 - 08.2023
- Processed invoices, credit memos, and other documents related to accounts receivable.
- Sent copies of invoices and statements to customers to facilitate payment of outstanding invoices.
- Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.
- Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
- Reviewed all incoming payments for accuracy before posting them into the general ledger system.
- Worked closely with internal teams to resolve customer billing and payment issues.
Staff Accountant
Hantzmon, Wiebel
Charlottesvill, VA
01.2022 - 05.2023
- Reviewed and evaluated internal control systems, financial records, and accounting systems to ensure accuracy of information.
- Maintained confidentiality of company information obtained in audit assignments.
- Worked closely with management to discuss external audit results and action plans.
- Conducted audits on internal controls and developed reports on findings.
- Prepared detailed audit workpapers for review by senior auditors.
- Collaborated closely with other team members to develop effective audit plans.
- Completed risk-based audits of key business processes to keep internal controls operating effectively.
- Determined scope of investigation required for small businesses to deliver appropriate external audits.
- Created financial statements, balance sheets, and cash flow statements in accordance with yearly audits.
- Performed seasonal tax work as needed, preparing 1040s, 1120s, and 990s.
Education
Bachelor of Arts - Economics, Accounting Minor
College of William And Mary
Williamsburg, VA01-2022
Skills
- GAAP Accounting
- Tax Preparation
- Auditing
- Financial Reporting
- General ledger accounting
- A/P and A/R
- Quickbooks
- Sage
- Account Reconciliation
- MS Office Suite
- General Ledger Entries
- Journal Entry
Timeline
Tax Preparer
Smith Going and Associates
01.2024 - Current
Accounts Payable Clerk
Tiger Lily Capital LLC
09.2023 - 12.2024
Accountant
Lighthouse Instruments
06.2023 - 08.2023
Staff Accountant
Hantzmon, Wiebel
01.2022 - 05.2023
Bachelor of Arts - Economics, Accounting Minor
College of William And Mary