Experience

Raymond Young, CPA | An Accty Corp.

• United States
• Accounting
• 1 - 100 Employee

• Staff Accountant

  • Apr 2023 - Present

  ● Preparation and e-filing the Individual and business tax returns after reviewing the relevant tax documents. (1040, 1120S, 1120C, 1065) ● Analyze bank/credit card statements to categorized the expenses/income to enter into the tax return. ● Work on an excel spreadsheet to calculate the net income by creating pivot table or data subtotal. ● Review P&L and balance sheets of small companies in quickbooks and undertake necessary booking keeping requirements to prepare the tax return. ● Perform tax research to educate customers. ● Collect payments on quickbooks from the customers. Show less



Mission Valley Montessori School

• Fremont, California, United States

• Assistant Teacher

  • Mar 2018 - Jun 2022

  ● Worked with Teachers in making lesson plans for the students and coordinated the activities for the class by arranging necessary materials. ● Provided individual and group based learning support to maintain and improve students progress and development. ● Kept records of student progress for teachers and parents and made notes on details such as behavior, grades, comprehension and personal growth. ● Supported teacher in instructing core subjects, delivering supplementary lessons and coordinating materials. Show less



State Farm Insurance Agency

• Insurance
• 300 - 400 Employee

• Customer Service Representative

  • Feb 2014 - Oct 2015

  ● Calculated insurance quotes and provided other insurance related services to the customers. ● Collected insurance payments from customers and followed up with late payments by explaining billing and payment inquiries. ● Actively engaged with customers by explaining insurance products and services of the company. ● Issued monthly payments to third party service providers and reconciled business cash books and bank statements. ● Effectively communicated with other staff members about company work operations to have a smooth flow of operation Show less



Citizens Development Business Finance PLC

• Colombo, Sri Lanka

• Credit Officer

  • 2010 - 2013

  ● Verified applicant financial status and credit history to determine the loan eligibility and recommended for higher approval. ● Conducted property investigations and background checks of customers before recommending housing loan facilities. ● Educated customers and sales personnel about company products, process and documentation requirements. ● Verified customer information in fixed deposit applications and activated/renewed/closure the deposit accounts. ● Verified applicant financial status and credit history to determine the loan eligibility and recommended for higher approval. ● Conducted property investigations and background checks of customers before recommending housing loan facilities. ● Educated customers and sales personnel about company products, process and documentation requirements. ● Verified customer information in fixed deposit applications and activated/renewed/closure the deposit accounts.