Tax Associate

• Nov 2022 - Present

Personal Income Tax Preparation and tax planning. Personal Income Tax Preparation and tax planning.

Seasonal Tax Expert

• Jan 2023 - Apr 2023

Provide expert Advice and product support for self-preparers using Turbo Tax. Provide expert Advice and product support for self-preparers using Turbo Tax.

Tax Preparer

• Jan 2022 - Sep 2022

Indvidual and Business tax return preparation. Bookkeeping, payroll and special projects to assist CPA. Indvidual and Business tax return preparation. Bookkeeping, payroll and special projects to assist CPA.

Bookkeeper

• Sep 2020 - Sep 2022

Bookkeeper for small engineering firm. Produce payroll reports. File tax returns and perform tax planning. Bookkeeper for small engineering firm. Produce payroll reports. File tax returns and perform tax planning.

Tax Expert

• Dec 2020 - Jun 2021

Credentialed Tax Expert performing top-level Customer Support escalations, full-service intake and execution. Prepared and signed over 80 individual 1040 tax returns. Received bonus for excellent performance in first year in the Tax Expert Role. Credentialed Tax Expert performing top-level Customer Support escalations, full-service intake and execution. Prepared and signed over 80 individual 1040 tax returns. Received bonus for excellent performance in first year in the Tax Expert Role.

Accountant

• Jan 2020 - Sep 2020

Multi-Domain Expert

• Oct 2019 - Dec 2019

Tax Support

• Jan 2019 - May 2019

Infor Operator / Accounts Payable Assistant

• Apr 2017 - Sep 2018

Bookkeeping and data entry, daily cash reconciliation and monitoring and entering manufacturing details into ERP system to ensure time and materials allocations are smooth and seamless. Assist buyer with inventory and sometimes help our sales guys out too. I also served as the Secretary of the Safety Committee. Bookkeeping and data entry, daily cash reconciliation and monitoring and entering manufacturing details into ERP system to ensure time and materials allocations are smooth and seamless. Assist buyer with inventory and sometimes help our sales guys out too. I also served as the Secretary of the Safety Committee.

Tax Preparer

• Jan 2017 - Apr 2017

Preparing tax returns and assisting with bookkeeping and fiduciary duties. Data entry into Quickbooks and monthly account reconciliation. Answering phones and handling reception duties. Preparing tax returns and assisting with bookkeeping and fiduciary duties. Data entry into Quickbooks and monthly account reconciliation. Answering phones and handling reception duties.

Shop Keeper

• Sep 2016 - Jan 2017

Light Sales tracking and data entry into QuickBooks for small dance supplier. Perform account reconciliation, AP/AR and shop duties including customer service, receiving and cash-handling. Light Sales tracking and data entry into QuickBooks for small dance supplier. Perform account reconciliation, AP/AR and shop duties including customer service, receiving and cash-handling.

Office Manager

• Mar 2015 - Jul 2016

Responsible for Office Management, domain management, file system management and paralegal duties supporting 7 program professionals and over 100 volunteers who advocate for children in foster care. Assist with training, retaining and supporting volunteer Advocates who are Court Appointed to investigate and report to Circuit Courts about the safety and health needs of over 350 youth in 3 counties. Communicate and liaise with Deschutes, Crook and Jefferson Circuit Court personnel, DHS workers, officials and community partners. Show less

Administrative Assistant

• Dec 2014 - Mar 2015

Responsible for Office Management and paralegal duties supporting 5 program professionals and over 100 volunteers who advocate for children in foster care.

Volunteer

• 2013 - 2016

Data Entry, customer service in the gift shop, administrative support, website editing Data Entry, customer service in the gift shop, administrative support, website editing

Principal

• Feb 2009 - Dec 2014

Freelance content creator, carseat installer, safety instructor, editor and writer.

Owner/Operator

• Oct 2008 - Aug 2010

Consulting in the field of alternative transportation, including pedestrian facilities planning and technical assistance, bicycle safety education for youth and adults, encouraging safe and active outdoor lifestyles. Data collection and analysis, grant proposal writing and program coordination and execution.

Purchasing Assistant

• Sep 2013 - Jan 2014

Responsible for purchasing and negotiating prices for materials, equipment and supplies from international and domestic vendors. Create purchase orders and ensure on-time delivery. Resolve billing and shipping problems. Process purchase requests, change orders and quote requests. Responsible for purchasing and negotiating prices for materials, equipment and supplies from international and domestic vendors. Create purchase orders and ensure on-time delivery. Resolve billing and shipping problems. Process purchase requests, change orders and quote requests.

Secretary Board of Directors

• 2009 - Nov 2013

Neighborhood Traffic Safety Liaison, Secretary. Neighborhood Traffic Safety Liaison, Secretary.

Sustainability Coordinator

• Aug 2010 - Nov 2010

Raised over 15K in grant-based and in-kind donations in 3 months as a volunteer. Raised over 15K in grant-based and in-kind donations in 3 months as a volunteer.

Campaign Assistant

• Aug 2008 - Nov 2008

Fall fundraising campaign assistant. Planned events and meetings, trained volunteers, produced fundraising materials and media. Fall fundraising campaign assistant. Planned events and meetings, trained volunteers, produced fundraising materials and media.

Direct Support Professional

• Feb 2008 - Jul 2008

Positive Behavioral Supports for foster youth with disabilities. Plan and executive activities in accordance with Oregon Safety Model practices. Positive Behavioral Supports for foster youth with disabilities. Plan and executive activities in accordance with Oregon Safety Model practices.

Director of Education

• May 2003 - Jul 2005

Directed national bicycle safety training programs, managed budgets, wrote and administered grants from Federal funders and managed programs to produce and distribute educational materials. Directed national bicycle safety training programs, managed budgets, wrote and administered grants from Federal funders and managed programs to produce and distribute educational materials.

Program Associate

• 2000 - 2003

Lead project and publications associate. Worked in a research team aimed at expanding the reach and breadth of analysis for the Association. Lead in-house publication projects and assisted with events planning, database development, research analysis and strategic communications. Lead project and publications associate. Worked in a research team aimed at expanding the reach and breadth of analysis for the Association. Lead in-house publication projects and assisted with events planning, database development, research analysis and strategic communications.