Team Lead / Tax Preparer Resume Example
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TEAM LEAD / TAX PREPARER
Professional Summary
Enthusiastic Accountant/Tax Preparer eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of tax preparation and bookkeeping. Motivated to learn, grow, and excel in the accounting and tax preparation industry.
Skills
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Work History
Team Lead / Tax Preparer, 01/2017 to Current
Exeter Hospital – Epping , NH
- Complied with and established policies for bank reconciliations, accounts payable/receivable, invoicing, billing, monthly balance records, vendor payments and preparation of profit and loss statements and balance sheets for up to 50 small business owners.
- Use of financial statements to strategize with small business owners to promote compliance and business growth within their organizations.
- Successful reorganization of books maintained by small business owners. Trained small business owners how to accurately update and maintain financial records.
- Payroll services for clients including maintaining compliance with all Federal and State tax filings and reporting.
- Tax preparation and strategizing with tax clients to ensure accurate, timely tax filings, ensuring capture of all applicable tax credits and deductions. Tax filings include individual tax returns, Schedule C, Schedule E, partnerships, S Corps and small corporate tax returns.
- Worked directly with CPA to compile information necessary for IRS Offer In Compromises, payment plans and responses to IRS Letters. Prepared written responses or tax return amendments to resolve state and federal notices.
Purchasing Agent, 01/2005 to 01/2016
Apis Management Services – DE, State
Apis Management Services – DE, State
- Set-up project job costs from construction estimates.
- Daily monitoring of job costs to ensure budgets are maintained, material risks are accurately covered with appropriate contingencies, and material and labor opportunities are capitalized upon.
- Analyzation of potential new vendor's Profit and Loss and Balance Sheets to ensure financial viability and mitigate risks.
- Successfully negotiated material and labor costs with vendors to procure material at less than budgeted amounts.
- Accurately draft and review Purchase Agreements, Subcontracts and other legal documents for labor and material acquisition.
Accounting Specialist, 01/2000 to 01/2005
ISEC, Inc – City , STATE
ISEC, Inc – City , STATE
- Maintained and monitored collections and billings of over 1,000 construction projects.
- Recorded daily A/R, A/P and credit memo documents to analyze and ensure project job costs are in sync with general contractor records and to accurately maintain company's general ledger.
- Worked daily in, and has experience with, JD Edwards accounting software to record daily accounting tasks.
- Skilled and proficient in Microsoft Office applications.
- Collaborated with Project Management team to provide accurate budgeting and forecasting of future cash inflows.
- Exceptional attention to detail targeted at coding and recording daily invoices to ensure financial commitments to customers are met.
- Worked with Project Managers from across the country via phone or web conference on payment approvals and withholdings.
- Efficiently multi-tasked on a daily basis to balance many different transactional bookkeeping activities to ensure accurate and timely information is produced on all financial statements and all deadlines were met.
- Successfully implemented an accounts payable paid when paid process to improve cash flow by over $1,000,000.
Collection Operations Specialist, 01/1998 to 01/2000
Univance Telecommunications – City , STATE
Univance Telecommunications – City , STATE
- Assisted in bringing bad debt accounts below 2% by implementing new policy and procedures.
- Assign delinquent accounts thirty to sixty days past due for further action.
- Daily monitoring of aging reports.
- Compilation of statistical collection data.
- Assisted Credit and Collections Manager in all aspects of daily operations of accounts receivable and collection departments.
- Corresponded with third-party collection agency to monitor collection of charge-off accounts.
Education
Bachelor of Science: Accounting, 2007
University Of Phoenix - City, State
University Of Phoenix - City, State
Certifications
Intuit QuickBooks Training and Certification - 2016
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Resume Overview
School Attended
- University Of Phoenix
Job Titles Held:
- Team Lead / Tax Preparer
- Purchasing Agent
- Accounting Specialist
- Collection Operations Specialist
Degrees
- Bachelor of Science : Accounting , 2007
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