MONICA PEREZ

**-** *** **

Fresh Meadows, NY ****6

347-***-**** ad1s13@r.postjobfree.com

EDUCATION

St John’s University, Peter J Tobin College of Business Queens, NY

Bachelor's in Accounting Class of 2020

EXPERIENCE

Tax Preparer at H &R Block January 2023-Present

Conduct face-to-face tax interviews with clients

Prepare complete and accurate tax returns

Generate business growth, increase client retention, and offer additional products and services

Potential to provide IRS audit support

Support office priorities through teamwork and collaboration

Accounts Payable Associate at Long Island FQHC June 2022-Present

Manages AP and process payments by check

Includes, Customer Vendor Relations, 1099 and tax related matters

Manages accounting functions including maintenance of general ledger, accounts payable, journal entries, month-end accruals, and project accounting; ensures accuracy and timeliness.

Develops implements and maintains systems, procedures and policies, including accounts payable functions to ensure adherence to company guidelines

Codes invoices and receipts for input to financial systems according to company’s procedures

Manages monthly closing of financial records and posting of month end information; ensures accuracy of financial statements,

Assist with all month end grants and contracts responsibilities and review calculations for invoices and payroll relating to the grants and contracts.

Provides accounting assistance to managers and operations staff; responds to financial questions/concerns to meet business needs.

Acts as a liaison between the company, government and external accountants to meet information needs and to ensure that proper information is maintained for historical purposes.

Performs other duties as assigned.

Accounts Payable at Day & Nite/All Service March 2020-April 2022

Working in the Accounts Payable department

Building relationships with vendors to keep our payments up to date.

Reconcile vendor statements monthly

Assist in the resolution of Credit Holds

Process emergency payments when necessary either by check, ACH, or credit card

Frequently working with vendors on any issues that may come up

Putting monthly bills in a software called Sampro and updating monthly bills on Excel

Keeping up to date office bills and mail

Internship at G A TAX GROUP LLC Fall 2019-March 2020

Learning to do the payroll process for several companies in NY and NJ

Reconcile bank statements to prepare for tax returns

Fill out the basic tax forms for individuals

Write letters to the IRS regarding any payments or other issues

Interpreter at Cyracom International July-September 2019

Spanish Interpreter

Over the phone interpreter to several different companies including hospitals, 911, law offices, insurance companies, etc.

Interpreter and Clerk at Board of Elections Nov 2019, Nov 2020, Nov 2021

Spanish Interpreter and Clerk

Offered necessary assistance to Spanish-speaking voters who cannot read or speak English

Assisted those walking in with any questions with the voting process and directed to them the correct district

VITA Program Jan-April 2019,2020

Volunteered with VITA under the IRS partnered with Food Bank of NYC to prepare tax returns for clients.

Learned basic requirements for filing out the tax returns for those who have a low income

SKILLS

Fluent in Spanish

Bloomberg Market Concepts Certification (BMC)

Microsoft Excel Certification

Notary Public-Queens County

Local, state, and federal tax returns

Tax return preparation

Accounting Systems and controls

New hire training

Contact this candidate