Experience

Genius Avenue
• United States
• Insurance
• 1 - 100 Employee
• Client Billing Specialist

  • Jul 2022 - Present


Nguyen & Tarbet Intellectual Property Law Firm

• Accounting Bookkeeper

  • Dec 2020 - Jun 2021

  • AP processing, AR posting, recording ACH and online payments • Reconciling of Trust Accounts and credit card monthly statements and resolution of any discrepancies • Maintain accounts receivable records to ensure aging is up to date, credits and collections are applied, uncollectible amounts are accounted for, and miscellaneous differences are cleared • Perform daily cash management duties, including the recording of bank deposits, updating and distribution of cash receipt logs, and posting of cash to the accounts receivable sub-ledger • Prepare analytical and ratio analysis in relation to A/R for management to gain a better understanding of how collection efforts are progressing Show less



Our Family Services

• United States
• Individual and Family Services
• 1 - 100 Employee

• AP/ AR/ Payroll Specialist

  • Aug 2016 - Apr 2020

  • AP processing, AR posting, recording ACH and online payments • Reviewing AP/AR and credit cards activity for proper coding • Submitting payroll data for over 70 salaried and hourly employee. Coding for employees payroll. Investigate payroll variances. Insurance deductions reconciliations. • Collecting data and documentation for monthly grant billing • Reconciling of select GL accounts • Month/year end preparing of closing entries • Assisting with year-end audit schedules and requests from auditors • Updating and maintaining of IRS W-9 Taxpayer Identification Certification and 1099 filing Show less



Jackson Hewitt Tax Service

• United States
• Financial Services
• 1 - 100 Employee

• Tax Associate

  • Dec 2011 - Apr 2016

  Tax Associate Tax Service of America, Inc • Preparing simple to complex tax return for individuals and small businesses. • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. • Knowledgeable in federal and state tax laws to assist clients in filing tax returns. Tax Associate Tax Service of America, Inc • Preparing simple to complex tax return for individuals and small businesses. • Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. • Knowledgeable in federal and state tax laws to assist clients in filing tax returns.