Emily Szopa
Tax Accountant at Kirkby, Phelan & Associates- Claim this Profile
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Polish Native or bilingual proficiency
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French Limited working proficiency
Topline Score
Bio
Credentials
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COB: Financial Analysis
Lewis UniversityOct, 2022- Oct, 2024 -
COB: Organizational Leadership
Lewis UniversityOct, 2022- Oct, 2024
Experience
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Kirkby, Phelan & Associates
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United States
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Accounting
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1 - 100 Employee
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Tax Accountant
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Sep 2021 - Present
My role as an accountant was fortunately provided by the company that I interned for and turned into a full time position after a few years. As an accountant I have utilized many different software such as QuickBooks, CCH Axcess, and Sharefile to ensure secure and efficient financial data throughout all processes. My role as an accountant was fortunately provided by the company that I interned for and turned into a full time position after a few years. As an accountant I have utilized many different software such as QuickBooks, CCH Axcess, and Sharefile to ensure secure and efficient financial data throughout all processes.
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Buona Beef
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United States
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Restaurants
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1 - 100 Employee
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Customer Service Associate
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Jun 2017 - Sep 2021
Working at Buona Beef as a customer service associate I would process 200+ cash and credit transactions daily. This would involve placing customer orders over the phone, in the restaurant, or drive thru. I worked daily with my team to process orders efficiently and accurately to all customers while resolving any complaints to promote reoccurring business. In this role I also had the opportunity to train new employees on company policies, upselling, and providing excellent service. Working at Buona Beef as a customer service associate I would process 200+ cash and credit transactions daily. This would involve placing customer orders over the phone, in the restaurant, or drive thru. I worked daily with my team to process orders efficiently and accurately to all customers while resolving any complaints to promote reoccurring business. In this role I also had the opportunity to train new employees on company policies, upselling, and providing excellent service.
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Kirkby, Phelan & Associates
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United States
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Accounting
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1 - 100 Employee
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Tax Intern
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Jan 2018 - Apr 2021
I began my role as a tax intern right out of high school and each following year I would take on new responsibilities. I started by assisted the lobby manager in answering all questions, checking in clients, and making appointments in person and over the phone. As I gained more experience I started to organize and maintain confidential personnel files by assembling approximately 30 tax documents for clients daily. Overtime, I began assisting the CPAs in inputting personal and business tax forms from clients to ensure proper completion. Show less
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Walgreens
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United States
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Retail
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700 & Above Employee
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Customer Service Associate
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Jan 2016 - Sep 2017
To start building my work experience from a young age, I began working at Walgreens in high school as a customer service associate. This job introduced me into what putting the customer first was really all about by assisting a diverse group of customers and taking care of their shopping needs. Throughout this role, I was there to help answer any questions and responsible for the cash drawer. To start building my work experience from a young age, I began working at Walgreens in high school as a customer service associate. This job introduced me into what putting the customer first was really all about by assisting a diverse group of customers and taking care of their shopping needs. Throughout this role, I was there to help answer any questions and responsible for the cash drawer.
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Education
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2022 - 2022
Lewis University
Master of Business Administration - MBA -
2018 - 2021
Lewis University
Bachelor of Science - BS, Accounting
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