Accounts Payable Human Resources

Bettie Ross

***** **** *********, ************ ** 70769 985-***-**** *************@*****.***

OBJECTIVE

Associate in Payroll /Tax / Accounting department.

EDUCATION

IRS Enrolled to practice - EA # 00112792

RTRP (Registered Tax Return Preparer) # 00110051

Enrollment in LSU Alexandria (online) for BA in Accounting

Penn Foster College – Major: Business & Medical Transcription

High School graduate / Terrebonne Parish

Certifications in Small Business & Tax

EMPLOYMENT

H & R BLOCK BUSINESS SERVICES / PREMIUM (JANUARY 1994 – CURRENT)

Houma & Harvey Locations

Position: MANAGEMENT IN: ACCOUNTS PAYABLE PAYROLL BOOKKEEPING HUMAN RESOURCES SR. TAX & ACCOUNTING ASSOCIATE IRS ENROLLED INSTRUCTOR

Accounts Payable: Data entry of invoices matched to work order and payment details into Accounting/Accounts Payable system. Reconciliation of GL and AP monthly reports, general ledger journal entry and running aging reports for companies. Letter writing to customers and vendors.

Payroll: Payroll lead responsible for data input of time entry for 80 separate companies averaging 2-395 employees per company. Client relations with each company to ensure proper communication and high client relationship. Complying and filing payroll taxes for daily, bi-weekly, & monthly depositors through EFTPS. Filing required Quarterly 941 reports along with state withholding, 940 FUTA and SUTA for each company including filing with Texas Workforce for companies incorporated in Texas. Filing employee enrollment paperwork with government agencies. Reporting correct SOC code for each employee for LA Unemployment reporting of wages.

Bookkeeper: Performing General ledger, Profit & Loss, & Income Statements for bookkeeping clients. Filing initial documents to all government agencies to open a company. Preparation of W-2 and 1099’s including submission to Social Security Administration. Preparation of State/Parish Sales Tax with continuing to update with new laws that have been implemented beginning 2016. Reviewing & instructing on new tax laws with Wildlife & Fishers on commercial fishermen, BP funds received & energy credits and taxes. Reconciliation of bank and financial statements.

Human Resources: Recruiting new associates for each tax season over 15 years. Maintaining employee relations and client privacy along with reviewing work hours for 5 offices to insure maximum productivity. Enrolling employees into the company and instructing the Circular 230 code of ethics set forth by Internal Revenue. Assisting in registration of employees and PTIN requirements.

Sr. Tax /Accounting Associate: Federal / State tax preparation for individuals, C-Corporation 1120, S-Corporation 1120-S with attached schedules, Non-Profit 990, 990ez & Post Card with attached schedules. Assisting clients with tax planning for personal and business returns in compliance with federal and state laws. Forensic auditing for companies who require this service. Filing of monthly / quarterly state and parish sales tax along with continuing to update the tax calculations according to tax law changes.

Special tax credits include but are not limited to: Small Business, Foreign Earned Income, NOL Carryforward / back, Income received from a Foreign Non-resident Alien, Truck Drivers, Rental Property, & Capital Gains.

IRS Enrolled to Practice/ Audit: An IRS enrolled person is a person who has earned the highest privilege of representing taxpayers before the Internal Revenue Service. This license allows the same rights and privileges as a CPA or Tax Attorney to practice before IRS. Performing Internal Audits of tax returns and bookkeeping for quality control to ensure proper claim of income and deductions along with verifying clients bookkeeping for accuracy in income and deductions. Letter writing and assistance for clients. Representing clients during an audit with IRS / State. Assisting and preparing clients for face to face audit. Complying with Circular 230 guidelines set by IRS in preparation or advising a taxpayer for an audit.

Bettie Ross

Instructor: 1995 – current: Instructor of upper level tax courses and basic income tax preparation, annual company code of ethics, annual tax update & Circular 230 rules and regulations detailing preparer penalties imposed by government agencies.

Reason for Leaving: Relocate to Baton Rouge area.

Manager contact: Taryn Mader 985-***-****

SKILLS COMPUTER PROGRAMS

Office Skills

Letter writing

Communication with customers

Ability to be versatile and easy learning skills

Computer Programs

Sage / Peachtree Tax, Payroll & Accounting

10 Key

Microsoft Office 365 (word, excel & Power point)

QuickBooks Pro

Windows & Mac operating systems

Blockworks, TaxWise & Turbo Tax software

ASSOCIATION MEMBERSHIP

National Association of Certified Public Bookkeepers

National Association of Enrolled Agents

REFERENCES

Taryn Mader – 985-***-****

Lindsay Herzog, DVM

Tolly Nassar – 225-***-****

PERSONAL INFORMATION

I am a U.S. Citizen who is white, female age 48 with two grown children. I enjoy horseback riding, hunting, camping, reading, sports and travel in my spare time. I have always taken great pride in my work. I am very diligent in customer relations, accuracy and detail oriented. I have owned and operated a farm/horse stable for the past 10 years that has allowed me a rewarding opportunity to work with children in the 4H Equine growth. I have recently relocated with family to Baton Rouge after living and working in the Houma / Harvey area.

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