Accounting-Tax Preparation-Data Entry-Teller
Resume:
**** ***** ****** ******, ********* ***** 715-***-**** **************@*****.***
CYNTHIA WEINKAUF
WAUSAU,WISCONSIN 54403
**********@*****.***
WORK EXPERIENCE
MAY 2017- DEC 2018
H & R BLOCK Jan 1999 – Apr 2017
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Calculate form preparation fees according to return complexity and processing time required. Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
ACCOUNTING ASSISTANT Jun 1998 – Aug 2000
Operate computers programmed with accounting software to record, store, and analyze information. Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. Receive, record, and bank cash, checks, and vouchers. Comply with federal, state, and company policies, procedures, and regulations. Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. Match order forms with invoices, and record the necessary information. Perform general office duties such as filing, answering telephones, and handling routine correspondence. Maintain inventory records
Received request via email for posting notices and medical panels for Workman's compensation policy holders and agents for display in their work place. Processed the request per instructions on emails and either mailed or emailed the panels and posting notices in a timely manner to the requester
Prepared reports with excel and word.
Typed other various reports etc when needed
NOVITEX/CANON BUSINESS PROCESSING SERVICE
Operate computers programmed with accounting software to record, store, and analyze information Classify, record, and summarize numerical and financial data to compile and keep financial records, using journals and ledgers or computers.
Operate 10-key calculators, typewriters, and copy machines to perform calculations and produce documents. Receive, record, and bank cash, checks, and vouchers. Debit, credit, and total accounts on computer spreadsheets and databases, using specialized accounting software.
Check figures, postings, and documents for correct entry, mathematical accuracy, and proper codes. Comply with federal, state, and company policies, procedures, and regulations. Compile statistical, financial, accounting or auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable, and profits and losses. Code documents according to company procedures.
Reconcile or note and report discrepancies found in records. Access computerized financial information to answer general questions as well as those related to specific accounts.
Match order forms with invoices, and record the necessary information. Perform general office duties such as filing, answering telephones, and handling routine correspondence. Prepare bank deposits by compiling data from cashiers, verifying and balancing receipts, and sending cash, checks, or other forms of payment to banks.
Prepare trial balances of books.
Calculate, prepare, and issue bills, invoices, account statements, and other financial statements according to established procedures.
Calculate and prepare checks for utilities, taxes, and other payments. Compare computer printouts to manually maintained journals to determine if they match. Reconcile records of bank transactions.
Transfer details from separate journals to general ledgers or data processing sheets. Prepare purchase orders and expense reports.
Monitor status of loans and accounts to ensure that payments are up to date. Perform financial calculations such as amounts due, interest charges, balances, discounts, equity, and principal.
Maintain inventory records.
H & R BLOCK Jan 1997 – Apr 2000
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables. Prepare or assist in preparing simple to complex tax returns for individuals or small businesses. Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum. Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns. Furnish taxpayers with sufficient information and advice to ensure correct tax form completion. Calculate form preparation fees according to return complexity and processing time required. Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
FARMERS & MERCHANT BANK Jan 1989 – May 1996
Cash checks and pay out money after verifying that signatures are correct, that written and numerical amounts agree, and that accounts have sufficient funds. Receive checks and cash for deposit, verify amounts, and check accuracy of deposit slips. Enter customers' transactions into computers to record transactions and issue computer-generated receipts. Balance currency, coin, and checks in cash drawers at ends of shifts, and calculate daily transactions using computers, calculators, or adding machines.
Examine checks for endorsements and to verify other information such as dates, bank names, identification of the persons receiving payments and the legality of the documents. Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Receive and count daily inventories of cash, drafts, and travelers' checks. Prepare and verify cashier's checks.
Sort and file deposit slips and checks.
3708 VISTA CIRCLE WAUSAU, WISCONSIN 54403 715-***-**** **************@*****.*** LEE BEVERAGE Jun 1996 – May 1999
3708 VISTA CIRCLE WAUSAU, WISCONSIN 54403 715-***-**** **************@*****.*** Count currency, coins, and checks received, by hand or using currency-counting machine, to prepare them for deposit or shipment to branch banks or the Federal Reserve Bank. Receive and count daily inventories of cash, drafts, and travelers' checks. Prepare and verify cashier's checks.
Sort and file deposit slips and checks.
Carry out special services for customers, such as ordering bank cards and checks. Identify transaction mistakes when debits and credits do not balance. Arrange monies received in cash boxes and coin dispensers according to denomination. Resolve problems or discrepancies concerning customers' accounts. Collect payment for transportation and accommodations from customer. Converse with customer to determine destination, mode of transportation, travel dates, financial considerations, and accommodations required.
Compute cost of travel and accommodations, using calculator, computer, carrier tariff books, and hotel rate books, or quote package tour's costs.
Book transportation and hotel reservations, using computer terminal or telephone. Plan, describe, arrange, and sell itinerary tour packages and promotional travel incentives offered by various travel carriers.
Provide customer with brochures and publications containing travel information, such as local customs, points of interest, or foreign country regulations. ACCOUNTANT COMPANY Jan 1989 – Apr 1996
Operate office equipment such as fax machines, copiers, and phone systems, and use computers for spreadsheet, word processing, database management, and other applications. Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
Set up and maintain paper and electronic filing systems for records, correspondence, and other material. Locate and attach appropriate files to incoming correspondence requiring replies. Open, read, route, and distribute incoming mail or other materials and answer routine letters. Complete forms in accordance with company procedures. Make copies of correspondence or other printed material. Review work done by others to check for correct spelling and grammar, ensure that company format policies are followed, and recommend revisions.
Learn to operate new office technologies as they are developed and implemented. Schedule and confirm appointments for clients, customers, or supervisors. Mail newsletters, promotional material, or other information. Conduct searches to find needed information, using such sources as the Internet. EDUCATION
FRAZEE, MN
MOORHEAD, MN
FRAZEE HIGH SCHOOL
GRADE SCHOOL AND HIGH SCHOOL GRADUATED 1976
MOORHEAD TECHNICAL COLLEGE
2 YR ASSOCIATE DEGREE ACCOUNTING
WENT THROUGH THEIR 2 YR ACCOUNTING PROGRAM GRADUATE ON DEANS LIST ADDITIONAL SKILLS
HAVE WORK WITH TAXES OVER 20 YEARS, ALSO WORKED IN ACCOUNTING POSITIONS.HAVE PEOPLE SKILLS HAVE WORK IN RESTAURANTS AND BARS OVER THE YEARS AS WELLKNOWLEGEABLE WITH COMPUTERS
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