Detail-oriented Accounting Assistant offers more than 5 years of experience in accounting roles. Highly Skilled in Tax Accounting and Financial Accounting. Industrious and meticulous with strong history of integrity and reliability.
Overview
10
10
years of professional experience
Work History
Tax Preparer
Jackson Hewitt Tax Service
01.2022 - 04.2025
Greeted and interviewed clients during tax appointments
Collected relevant financial documents such as W2s, paystubs, Forms 1099 from clients during tax interviews
Prepared and filed clients’ tax returns with the IRS and AZDOR by inputting relevant financial information into the JH Profiler tax preparation database
Executed and complied with IRS Tax Preparation Due Diligence through detailed information gathering during client interviews
Maximized clients’ federal and state return refunds by using applicable federal and state tax laws to determine appropriate tax deductions
Acted as a representative for all JH clients for the IRS and the AZDOR
Promoted JH products and services to drive up clients’ loyalty toward the JH brand
Offered clients recommendations to reduce tax liabilities.
Completed and filed returns with tax departments at local, state, and federal levels.
Maintained complete records of client tax returns and supporting documentation in secured areas.
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
Prepared tax returns for clients in various industries according to government regulations and requirements.
Maintained compliance by adhering to current tax laws and regulations.
Sales Associate
Dillard’s
08.2022 - 03.2024
Worked closely with customers to determine their needs, answer their questions about our products and recommend the right solutions
Promptly resolved customer complaints and ensure maximum client satisfaction
Was up to date with product features and maintain our store’s visual appearance in high standards
Provided excellent customer service, while consistently meeting the store’s sales goals
Ensured high levels of customer satisfaction through excellent sales service
Constantly achieved customers’ needs and provide assistance and information on product features
Followed and achieved department’s sales goals on a monthly, quarterly and yearly basis
Successfully teamed up with co-workers to ensure proper customer service
Built productive trust relationships with customers
Complied with inventory control procedures consistently
Actively suggested ways to improve sales (e.g. planning marketing activities, changing the store’s design)
Executed quarterly inventory counting and management
Engaged with customers to build rapport and loyalty.
Educated clients on current promotional offerings and products using persuasive selling tactics.
Managed returns, exchanges and refunds in accordance with store policy.
Assessed customer needs and utilized suggestive selling techniques to drive sales.
Built customer loyalty and retention by delivering excellent shopping experiences.
Retail Sales Team Member
Follett Corporation
12.2019 - 08.2022
Greeted customers and provided assistance as necessary responding to inquiries of textbooks, materials, and merchandise
Picked, processed and packed orders for shipping in accordance with Retail Store Operations
Carried and shelved merchandise inventory; also pulled and packaged merchandise for return to vendors
Received, sorted and opened, as necessary, mail. Also took outgoing mail to mailbox or Post Office.
Performed data entry while assisting customers with textbooks, materials, and merchandise
Provided top quality customer service to customers during in-store sales and order pickups
Managed and maintained an effective work relationship with team members, customers, and upper management
Professional Scorer
Mesa Pearson Scorers
04.2015 - 07.2021
Accurately evaluated and scored students’ response papers by following Pearson’s professional scoring and academic management rules and guidelines
Assisted Pearson in achieving its target dates and completed each and every scoring projects one week ahead of schedule by increasing personal scoring speed and by maintaining a high level of scoring accuracy
Specialist
ASU Disability Resource Center
06.2018 - 10.2019
Oversaw and managed student worker hiring within the Disability Resource Center and sub department
Managed, trained, and supervised DRC student employees
Assisted with budget reconciliation and documentation tracking
Assisted with payroll approval and reconciliations ensuring student hours are approved bi-weekly
Assisted with the staff hiring process and training tracking ensuring ASU guidelines are followed
Coordinated notetaking accommodations and payments
Coordinated office ordering, project planning and facilities requests
Cross trained to support activities of the Disability Resource Testing Office
Cross trained specialists from DRC Poly, Downtown, and West campuses on daily financial and business operations duties
Cross trained to support the activities of the Alternative Format Media Lab to include student supervision and conversion of documents as needed
Managed DRC notetaking service invoicing and payment process for Fall, Spring, and Summer semesters
Acted as Department Learning Administrator for the DRC and monitored and tracked statuses of various ASU required staff training and certifications for student and staff employees
Acted as Department Time Administrator for the DRC and monitored student employees’ work hours and wages to ensure efficient and cost-friendly daily operations within the DRC
Business Coordinator
Sun Devil Fitness Complex, ASU
03.2018 - 06.2018
Assisted the Business Operations Manager with the Business team student wages budget and monitor business team student wages
Supervised Business Specialist(s) on all activities and train new student business staff to use our processes and software such as SubItUp, Kenexa, PeopleSoft HR
Assisted in preparing for audits for both payroll and P-cards by ensuring their reconciliation is done correctly, in a timely manner
Performed reconciliation of 6 P-cards for the Tempe, Downtown and Polytechnic locations by ensuring that bank statements, Advantage Reports and individual receipts all match correctly
Directed the entire student hiring process for all 21 departments through finding, hiring and onboarding candidates to ensure the Sun Devil Fitness Complex staff is successful and complete
Performed monthly accounts reconciliation to make sure the funds are coming out of the right account based on budget allocation
Assisted the Department Time Administrator in processing and correcting student hours if needed, as well as manage full time staff payroll reconciliation by utilizing the TAS report to ensure correct sick and vacation hours for exempt staff and worked hours for hourly staff
Managed P-card purchases by ensuring that they are checked out, used correctly for the right items, and returned with the correct paperwork throughout the entire process in accordance with financial policies
Maintained 500+ employee records including offer letters, trainings, certifications, and job information in accordance to university policies
Managed employee Training and Certifications tracking for 450+ students by coordinating when students complete their required trainings for their positions to ensure Arizona State University compliance
As hiring manager, processed all hiring and handle all conflict regarding student employment by working directly with the student employment office
Troubleshot payroll issues, new hire actions, and other issues by working closely with the Business Operations Specialist and with the SDFC employee to solve the issue in an efficient manner
Processed all terminations by removing the student from every system, shared access and employee portals they may have access to
Assisted the Business Operations Specialist with a variety of tasks including managing paychecks and administrative duties to aid in the cohesiveness of the SDFC business team
Trained Business Specialist(s) on everyday accounting duties such as, accounts reconciliation, P-card/Bank reconciliation
Business Specialist
Sun Devil Fitness Complex, ASU
09.2017 - 03.2018
Performed accurate financial transaction processing pertaining to Sun Devil Fitness Complex’s business processes
Assisted with the recruitment and hiring process of student employees for the Sun Devil Fitness Complex
Monitored status of employee mandatory training and certifications by accessing ASU Dashboards and internal training tracking systems of the SDFC
Performed daily transaction reconciliation and monthly reconciliation for all of the SDFC accounts for all 4 locations
Reviewed monthly P-Card transactions for accuracy and adherence to ASU Financial Services Policies
Performed monthly P-Card reconciliation for 6 SDFC P-Cards for all 4 locations
Promoted to Business Coordinator in March, 2018
Education
M.S. - Accounting
Southern New Hampshire University
04-2025
B.S. - Accountancy
Arizona State University
12.2021
Skills
Driven individual
Effective time management
Business, HR, and Accounting Principles
Verbal and Written Communication
Proficient in computer applications
Financial accounting
Organized
Adaptable learner
Effective leadership skills
Inventory oversight
Tax preparation expertise
Tax-related research
Multi-state tax filing
Tax advising
Individual returns preparation
Tax law compliance
JH ProFiler Tax Prep Systems
Accounts Reconciliation
SharePoint
PeopleSoft HR
Kenexa BrassRing HR Systems
Personnel supervision
Payroll Reconciliation
Payroll Redistribution
Workday Financial Management System
Invoicing and payment processing
TaxAct Deluxe Tax Software
Advantage Pro Financial Management System
ACL Auditing Systems (Fraud Detection & Auditing)
SAP S4HANA ERP Systems
Amazon Workspace
Tableau
SQL / MS SQL Server
Salesforce CRM Case Management System
Customer service expertise
Google Docs and Google Sheets
Zoom Videoconference Media
MS Excel, Word, Outlook, PowerPoint
Leadership Volunteer Experience
Junior Volunteer, Chandler Regional Medical Center, Chandler, AZ, 06/06, 12/08, Worked in the Human Resources and Medical Records departments for almost 3 years, Kept the workplace organized and efficient by organizing and filing confidential Human Resources and Medical Records documents, Rewarded with Volunteer of the Month certificates multiple times, Received a $1,000 academic scholarship from the Dignity Health Foundation (Catholic Healthcare West formerly) in May of 2008, as a gesture of gratitude and appreciation
Event Volunteer, American Diabetes Association, Phoenix, AZ, 11/15/08, Organized and set up booths around the South Mountain Community College campus during the Annual American Diabetes Association Conference Health Fair, Assisted the event organizers and the healthcare companies and organization in their efforts to drive up marketing and new membership enrollment efforts during the health fair by distributing information fliers and materials of the participating healthcare companies and organizations, among the attendees
Certificates Memberships Licenses
Preparer Tax Identification Number (PTIN), IRS, 01/25
UiPath Diploma of Competition, Step into RPA, 11/05/21, Completed training in Robotic Process Automation through ASU W.P. Carey School of Business as a requirement for External Auditing coursework (ACC 450)
ASU Professional Recruitment Certification, ASU Office of Human Resources, 09/18 - 09/20
American Institute of Certified Public Accountants (AICPA), 07/20
Assistant Manager/Income Tax Preparer at SGB Tax Pros Dba Jackson Hewitt Tax ServiceAssistant Manager/Income Tax Preparer at SGB Tax Pros Dba Jackson Hewitt Tax Service