- Preparation of tax returns for individuals and small businesses
- Upheld stringent confidentiality standards while meticulously
- Acted as the primary point of contact for all tax-related inquiries
- Implemented proactive measures to ensure adherence to tax
- Provided comprehensive assistance to Certified Public Accountant
- CPA) encompassing appointment management, calendar
- Managed bookkeeping tasks including invoicing, bank reconciliation, and generation of financial records using QuickBooks Online
- Executed month-end and year-end closing activities in a timely
- Assisted in the preparation and filing of various tax-related documents
Skills
AccountingAccounting SoftwareAccounts ReceivableAdaptabilityAdministrative OperationsAttention to DetailBank ReconciliationBusiness AdministrationBusiness ProcessesCertified Public AccountantCommunication SkillsConfidentialityContract ManagementCoordination SkillsCritical ThinkingCustomer ServiceCustomer SupportData AnalysisDatabasesDecision Making SkillsFiling SkillsFinancial ManagementHealth CareICalendarInsurance Claim ProcessingInsurance Management and AftercareKnowledge of FinanceMicrosoft OfficeNetworking SkillsPayroll ManagementPresentationsProblem SolvingProduction of DocumentsQuickBooks (Software)RecruitmentRegulatory ComplianceRegulatory RequirementsReliability Availability Maintainability and Safety SoftwareRisk AnalysisSelf MotivationSoftware ToolsTax Compliance SoftwareTax ManagementTax ReturnTime and Activity ManagementTime ManagementTraining Activities