Tax Preparer / Bookkeeper

•Prepared tax returns from client onboarding through CPA review, ensuring compliance with U.S. tax laws.
•Created organized source files from all submitted client documents and provided information.
•Developed and prepared detailed client organizers for annual tax return preparation.
•Tracked missing documents and conduct regular follow-ups with clients.
•Managed bookkeeping for multiple companies, including transaction categorization, bank reconciliations, and financial reporting.
•Software: ATX Tax Software, Drake Software, QuickBooks, Adobe.

Revenue Officer - Collection

•Recorded daily tax collections from banks, ensuring accurate records.
•Audited financial documents for compliance and accuracy.
•Identified and resolved account discrepancies promptly.
•Sent notices to banks for errors or unposted collections.
•Utilized ITS and IRIS systems to manage and track tax collection data.
•Collaborated with banks and taxpayers to address and resolve issues.

Accounting Associate - Budget Costing/Inventory

•Managed inventory to maintain optimal stock levels.
•Conducted budget costing and prepared comprehensive financial reports.
•Maintained compliance and accuracy of financial statements using SAP.
•Negotiated with suppliers for favorable procurement terms.

Bookkeeper - Intern

•Recorded financial transactions and maintained ledgers.
•Assisted with accounts receivable tasks and reconciliations.
•Supported the preparation of financial reports.

Bachelor of Science in Accountancy

General Virtual Assistance Training