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Bookkeeper/Tax Preparer/Payroll Clerk Resume Example

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BOOKKEEPER/TAX PREPARER/PAYROLL CLERK
Summary

To process the operational services everyday.

Skills
  • Relationship Development
  • Inventory Management
  • Customer Service
  • Invoice Generation
  • Billing Adjustments
  • Communications
  • Budgets
  • Account Reconciliation
  • MS Office
  • Insurance Billing
  • Administrative support
  • Acccounts Receivable
Experience
A& B Tax Services | Indianapolis, INBookkeeper/Tax Preparer/Payroll Clerk08/2019 - 03/2020
  • Improved accounting system efficiency and effectiveness by assigning tax line items to deductible expenses, inspecting account books and recording transactions to optimize IRS reporting processes.
  • Followed detailed end of month accounting procedures to verify proper balancing of all accounts and readiness for new month.
  • Coded invoices and other records to maintain organized and accurate records.
  • Monitored and tracked expenses to keep business on track with financial targets.
  • Reviewed bank account statements to reconcile accounts by documenting correct financial information in general ledger.
  • Verified, allocated and posted transactions in journals and computerized systems from documents such as invoices, receipts and reports.
  • Accurately tracked, verified and approved accounts payable and accounts receivable invoices and total balances into financial software, conducting monthly balance sheet reviews to reconcile variances.
  • Supported human resources by certifying and processing payroll, electronic deposits and pay adjustments while distributing checks with zero lag time.
  • Processed bank reconciliations and financial reports to verify practice of proper due diligence.
  • Used [Software] to track all income and expenses for [Type] business.
  • Applied mathematical skills to calculate totals, check figures and correct problems with physical and digital files.
  • Updated confidential employee banking information with accuracy and speed.
  • Prepared weekly payroll for more than [Number] salaried and hourly employees.
  • Increased efficiency and alleviated work loads by creating new Excel-based financial recording system.
  • Reconciled bank statements and credit cards monthly.
Trilogy Health Services LLC | Fishers, INQualified Medication Aide10/2011 - 07/2012
  • Used mobility devices and [Type] equipment to carefully and transport patients.
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Documented patient intake and dietary requirements and assisted with feeding.
  • Promoted patient satisfaction by assisting with daily living needs such as bathing, dressing, toileting and exercising.
  • Managed and maintained patient rooms, shared-living areas and nursing stations.
  • Prepared examination and patient rooms for [Type] procedures, checking supply availability and laying out instruments.
  • Cleaned and sterilized [Type] and [Type] equipment to reduce risk of patient infection and contamination.
  • Collaborated with interdisciplinary healthcare teams to provide high-quality patient care.
  • Administered [Type] medications and educated patients and families on correct at-home administration.
  • Volunteered to work additional shifts and overtime during busy periods to maintain proper staffing and floor coverage.
  • Examined and addressed lacerations, contusions and other physical symptoms in need of further attention.
  • Responded to patient alarms and needs-assessment requests to identify course of treatment.
  • Documented information in patient charts and communicated status updates to interdisciplinary care team.
  • Exhibited compassionate care and communication regarding issues surrounding death and dying.
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Collected [Type] samples to complete [Type] tests for patient, checking for changes that indicated potentially dangerous conditions.
  • Performed [Type] and [Type] treatments on [Number] patients daily.
  • Supported diagnostic and treatment procedures, including setting up and operating specialized medical equipment.
  • Assisted in changing from [Software] to [Software] for medical recordkeeping, keeping detailed records before, during and after switch.
  • Cleaned and sanitized rooms and equipment using aseptic technique to prevent infection and cross-contamination.
  • Collected biological specimens and packaged for laboratory transport to complete important diagnostic tests.
Carmel Living Center | Carmel, INCna10/2010 - 10/2011
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Conducted routine checks on standard patient vitals, including blood pressure, blood sugar and heart rate.
  • Responded to patient alarms and needs-assessment requests to identify course of treatment.
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Documented patient intake and dietary requirements and assisted with feeding.
  • Documented activities and recorded information in EMR system.
  • Provided personal nursing assistance in pre- and post-operative situations.
  • Collected specimens, monitored vitals and maximized patient comfort.
  • Maintained accurate, timely flow of information by completing thorough patient records and updating healthcare team on patient status.
  • Consulted with nurses to develop patient care plans and evaluate treatment options.
  • Documented information in patient charts and communicated status updates to interdisciplinary care team.
  • Examined and addressed lacerations, contusions and other physical symptoms in need of further attention.
  • Provided hands-on nursing care under direct RN supervision, adhering to medical center policies and procedures.
  • Provided nursing assistance to residents in [Number]-bed [Type] care facility.
  • Supported diagnostic and treatment procedures, including setting up and operating specialized medical equipment.
  • Collaborated with interdisciplinary healthcare teams to provide high-quality patient care.
  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
  • Used mobility devices and [Type] equipment to carefully and transport patients.
  • Managed and maintained patient rooms, shared-living areas and nursing stations.
  • Cleaned and sanitized rooms and equipment using aseptic technique to prevent infection and cross-contamination.
  • Exhibited compassionate care and communication regarding issues surrounding death and dying.
Education and Training
Robert Morris University - Illinois | Chicago, ILAssociate of Arts in Business Administration12/1987
Bloom Township High School | Chicago Heights, ILHigh School Diploma06/1985
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Resume Overview

Companies Worked For:

  • A& B Tax Services
  • Trilogy Health Services LLC
  • Carmel Living Center

School Attended

  • Robert Morris University - Illinois
  • Bloom Township High School

Job Titles Held:

  • Bookkeeper/Tax Preparer/Payroll Clerk
  • Qualified Medication Aide
  • Cna

Degrees

  • Associate of Arts in Business Administration
    High School Diploma

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