Staff Accountant

• Dec 2020 - Present

Accounting Internship

• Jun 2019 - Aug 2019

• Prepared and computed journal entries using General Ledger, Quick Books, and Tripleseat on a weekly basis and submitted to CFO for a review to organize financial transactions from different events hosted in a conference center and internal allocations • Collaborated with two peer interns in summarizing company’s financial revenue and expenses of past 18 months into a pivot table and utilized this data to estimate future financial projections with possible deductions of $50,000 in expenses Show less

Certified Income Tax Preparer

• Jan 2019 - Apr 2019

• Performed average of 15 tax return preparations on a weekly basis utilizing Tax Slayer program through researching state and federal regulations to increase the local compliance rates, resulting in a maximum of $8,800 tax refund for clients • Assessed the tax return quality of peers at the site against company standards to present potential work improvements and implement information sharing instances across the whole team contributing to creating a more interactive work environment • Pitched tax resolutions to numerous levels of clients to resolve compliance concerns by interviewing clients and validating their information on intake sheets to ensure filing status and individual exemptions which increased refund rates for clients Show less