Skilled multitasker with superior work ethics, teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable, prompt, and dedicated team player with a hard working and resourceful approach.
Overview
10
10
years of professional experience
Work History
Bookkeeper/Tax Associate
Not Just Numbers
Stafford, VA
05.2024 - Current
Led monthly financial reporting, providing insights to support strategic decision-making for management.
Reconciled bank statements, identifying discrepancies and ensuring accuracy in financial records for 20 different companies.
Managed accounts payable and receivable processes to ensure timely transactions.
Implemented streamlined bookkeeping practices, enhancing overall efficiency in data entry tasks.
Prepared individual tax returns, ensuring compliance with federal and state regulations. Helped with preparing over 400 tax returns.
Reviewed financial documents for accuracy, identifying discrepancies and recommending corrective actions.
Participated in continuing education courses to maintain professional knowledge and certifications as a Tax Associate.
Tax Preparer
H & R Block Tax Services
Fredericksburg, VA
12.2023 - 04.2024
Reviewed clients' tax filing papers to identify eligibility for additional tax credits or deductions, ensuring maximum benefit for clients.
Completed and filed returns with tax departments at local, state, and federal levels.
Examined financial documents to identify discrepancies, leading to improved tax compliance for clients.
Managed high-volume caseloads, maintaining organization and prioritization to meet tight deadlines.
Collaborated with team members to enhance overall efficiency and effectiveness within the department.
Complete over 100 taxes during the season.
Receptionist
Sareen & Associates
Fredericksburg, VA
02.2023 - 04.2023
Utilized Drake (tax tool) to manage overflow work during tax season, ensuring timely support for tax operations.
Confirmed appointments, communicated with clients, and updated client records.
Provided support to tax employees by filling out audit forms and ensuring that taxes were e-filed correctly.
Organized and confirmed appointments for clients, communicated with clients, and updated client records.
Intern
Chatham Solution Inc.
Fredericksburg, VA
01.2020 - 01.2023
Assisted with yearly closing processes, verifying journal entries for accuracy.
Utilized QuickBooks Pro to produce financial statements, process payroll, and create purchase orders.
Assisted with TurboTax preparation for S-Corp taxes.
Intern
Creative Cause Solutions Inc.
Bridgewater, VA
05.2017 - 08.2017
Completed research, compiled data, updated spreadsheets, and produced timely reports.
Conducted research, compiled data, updated spreadsheets, and generated reports to support decision-making.
Acquired business, financial, and analytical skills to enhance career readiness.
Organized inventory by monitoring stock levels, expediting orders, and delivering materials to ensure operational efficiency.
Walmart Cashier
Walmart
Fredericksburg, VA
06.2016 - 08.2016
Operated cash register for cash, check, and credit card transactions, ensuring high accuracy and customer satisfaction.
Adapted schedule to support staffing requirements and extra shifts to meet business needs.
Processed customer transactions efficiently using point-of-sale (POS) systems.
Maintained accurate cash drawer, ensuring all discrepancies addressed promptly.
Assisted customers with product inquiries, providing knowledgeable and friendly service.