Professional Experience: Tax Preparer (2022-present)
-Prepared and filed over 500 individual and small business tax returns
-Ensured compliance with federal and state tax regulations
-Maintained up-to-date knowledge of tax code changes and IRS regulations
Skills:
-US individual and small business tax preparation
-Efficient use of
-Experience with state tax agency websites and online filing systems
-Accurately completes and submits federal and state tax forms
-QuickBooks Online and QuickBooks Desktop
-Attention to detail and accuracy
-Client communication and confidentiality
-Time management and organization
Education and Training:
-Completed Udemy courses of Robert Steele CPA, regarding comprehensive problem and diagnostics for 1120, 1120s and 1065.
-Completed online courses in bookkeeping fundamentals
-Self-study in bookkeeping and accounting principles
Software Proficiency:
-Professional tax preparation software (e.g., TaxAct, Drake, ProSeries, Proconnect and Lacerte)
-QuickBooks Online: Competent in navigating the interface, creating and managing company files, and performing basic bookkeeping tasks
-QuickBooks Desktop: Familiar with core functions and basic data entry processes
-Microsoft Office Suite (Excel, Word, Outlook)
-Familiar with Taxdome, Salesforce, Dropbox, SPBinder
Experience: 1 - 2 years
Experience: 6 months - 1 year
Experience: 6 months - 1 year
Experience: Less than 6 months
“I can find little blocks of time to focus so we can scale this business.”
Clearman Lawyers
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