Accounting Assistant

**** *** **** **. *********, Florida ***** 850-***-**** ****************@***.***

Kathleen Coon

Objective

Seeking a position in the accounting field where excellent analytical and technical skills can be utilized.

Technical Skills/Proficiencies

29 years experience in accounting with 27 years of experience in Income tax field

Proficient in MS Word, Excel, PowerPoint, Publisher, QuickBooks Pro, Salesforce and Tax Preparation Software

Experience

September 1999-Present

Kathy’s Tax Service

Pensacola, Florida

Owner, Enrolled Agent

Seasonal Federal and State Income Tax preparation for approximately 80 clients.

Year-round bookkeeping services including all tax return preparation and filing, monthly financial statements, bank reconciliations, and daily bookkeeping.

August 2011-Present

Bellview Assembly of God, Inc.

Pensacola, Florida

Church Treasurer, Bookkeeper (Volunteer Position)

Responsible for all financial activities of the church. Oversee the collection of funds and prepare bank deposits

Complete all payroll activities: payroll checks, tax deposits, quarterly tax returns, W-2’s

Pay all bills and post all transactions into accounting software.

Reconcile all accounts and prepare month-end and year-end reports.

December 2011-April 2016

Intuit, Inc

Pensacola, Florida

Ask A Tax Expert Tax Advisor, seasonal position

Worked to delight customers by helping them use their TurboTax products to prepare tax returns via phone or chat. Sent written email summaries to each customer upon completion of contact.

October 1987-September 1999

Department of the Treasury

Internal Revenue Service

Pensacola, Florida

Revenue Agent

Audited tax returns of small corporations and their related shareholders and of sole proprietors, making tax adjustments as appropriate. Examined employment tax returns and assessed preparer penalties when warranted.

Assisted other divisions as assigned, including as a cooperating agent with Criminal Investigation on several fraud cases. Also assisted Taxpayer Service division working the general questions desk during tax season.

Gave speeches and taught classes to the public sector on behalf of IRS. Conducted workshops on business requirements for new businesses, helping them understand everything from types of business entities, to cash or accrual basis bookkeeping, to employment tax return requirements. Gave speeches to ministerial groups on tax law as it pertains to clergy and religious workers.

I was also the Computer Security Technician for the Examination Division in Pensacola, Florida. I troubleshot hardware and software problems for all users, conducted peer workshops, and updated notebooks and PC’s as required.

July 1986-October 1987

Direct, Inc.

Pensacola, Florida

Staff Accountant

I was the assistant to the Assistant Comptroller. Prepared all monthly financial statements for all four companies owned by the owners of Direct, Inc. Made all journal entries and prepared all cost analyses for the companies. Network administrator for Mac computer network.

Prepared various tax returns including all monthly Florida Sales Tax returns and Excise Tax returns for vehicle use tax.

Worked as temporary Accounts Receivable Supervisor for six months. Supervised AR clerks, resolved all billing problems and customer complaints, and conducted new employee interviews.

November 1985 - July 1986

Busch Jewelry Co

Pensacola, Florida

Office Clerk

Processed sales and returns.

Posted income to the Accounts receivable ledger and contacted delinquent accounts.

Participated in inventory counts.

Education

University of West Florida

Accounting Information Systems

Pensacola Florida

B.A.

August, 1985

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