E: ad1svk@r.postjobfree.com 443-***-**** A: Pasadena, MD 21122

PROFESSIONAL SUMMARY

Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. I am currently taking the enrolled agent course through the IRS, as well as 3 refresher classes my state offers. I am almost finished with the Intuit academy level 1 course and will jump right to level 2 as soon as I am finished. I am committed to to do anything I have to do to succeed. I just applied for my IPTIN.

WORK HISTORY

Cookies Tax Preparation - Tax Associate

Baltimore, MD

01/2019 - 10/2023

SKILLS

EDUCATION

Anne Arundel Community College

Arnold, MD

N/A

Business Management

Reviewed and analyzed client data and accurately prepared income tax returns and tax research.

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Completed and filed returns with tax departments at local, state, and federal levels.

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Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

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Helped individuals build legacies through estate and gift tax planning, charitable giving, and philanthropy services.

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Developed in-depth knowledge of client business and industry through direct interaction while working on various aspects of engagement.

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Secured and properly handled confidential data to protect against unauthorized access, improper transmission, and unapproved disclosure.

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Assisted businesses with provisions, international tax issues, multi-state issues and mergers and acquisitions to comply with tax regulations and reduce audits.

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Researched and analyzed specialized tax laws, rules and regulations and analyze pertinent client, industry, and technical matters to remain current on tax legislation.

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Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.

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• Offered clients recommendations to reduce tax liabilities.

• Maintained complete records of client tax returns and supporting

• Internal control development

• IRS correspondence

• Payroll familiarity

• Tax reporting

• Tax-related research

• QuickBooks proficiency

• Year-end tax provision proficiency

• IFRS and GAAP experience

• Financial statements expertise

• Account Reconciliation

• Time management

• Finance

• Filing system management

• Verbal/written communication

• Document preparation

• Financial Management

• Mathematical calculations

• Bookkeeping

• Quality Improvement

• Budgeting

• Relationship building

• Efficient nature

• Information processing

• Interpersonal strengths

• Corporate tax preparation

• Tax audit procedures

• Local, state and federal tax returns

• Tax return preparation

• Liabilities mitigation

• Tax law compliance

• Deductions listing

• Tax code knowledge

BS / BRANDI STALLINGS

Abbey Fritz - Office Manager, Payroll, Accounting

Baltimore, MD

12/2017 - 10/2023

documentation in secured areas.

Researched complex tax issues utilizing online resources and professional tax software.

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• Identified potential audit red flags to minimize risk of IRS audits. Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.

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Maintained compliance by adhering to current tax laws and regulations.

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• Analyzed financial records to verify accuracy of tax returns. Liaised with accountants to confirm accuracy of client tax returns.

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Prepared tax returns for clients in various industries according to government regulations and requirements.

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• Assessed client tax situations to determine best filing options. Developed tax plans and projections to help clients meet objectives.

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Communicated with clients regarding tax situations, providing guidance on financial decisions.

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Maintained payroll information by calculating, collecting, and entering data.

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Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.

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• Processed new hire paperwork and documents.

• Coordinated special projects and managed schedules. Evaluated employee records and productivity and submitted evaluation reports.

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Reconciled accounts and reviewed expense data, net worth, and assets.

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• Maintained computer and physical filing systems. Maintained employee confidence and protected payroll operations by keeping information confidential.

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Established workflow processes, monitored daily productivity, and implemented modifications to improve overall performance of personnel.

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Maintained employee privacy and protected payroll operations by keeping all information confidential.

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Completed daily cash functions like account tracking, payroll and wage allocations, budgeting, donating, and cash, and banking reconciliations.

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Updated employee files with new details such as changes in address or salary levels.

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Updated reports, managed accounts, and generated reports for company database.

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Verified timekeeping records and handled any discrepancies with employees.

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Documented cash, credit, fixed assets, accrued expenses, and line of credit transactions.

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• Prepared and filed tax forms to meet needs of customers. Issued paychecks on designated pay dates to avoid employee dissatisfaction.

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Controlled finances to lower costs and keep business operating within budget.

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Coached new hires on company processes while managing employees to achieve maximum production.

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Delivered performance reviews, recommending additional training or advancements.

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Developed and maintained successful relationships with vendors, suppliers and contractors.

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Reported to senior management on organizational performance and progress toward goals.

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Improved safety procedures to promote employee well-being and safety and protect company from potential liability.

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Created, maintained and updated filing systems for paper and electronic documents.

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Managed compliance to keep organization operating within legal and regulatory guidelines.

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Established team priorities, maintained schedules and monitored performance.

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Assisted in organizing and overseeing assignments to drive operational excellence.

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Developed detailed plans based on broad guidance and direction.

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Maintained positive customer relations by addressing problems head-on and implementing successful corrective actions.

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Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.

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Trained personnel in equipment maintenance and enforced participation in exercises focused on developing key skills.

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Launched quality assurance practices for each phase of development

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Cultivated positive rapport with fellow employees to boost company morale and promote employee retention.

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Managed senior-level personnel working in marketing and sales capacities.

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Identified and communicated customer needs to supply chain capacity and quality teams.

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Set aggressive targets for employees to drive company success and strengthen motivation.

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Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.

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Successfully managed budgets and allocated resources to maximize productivity and profitability.

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Leveraged data and analytics to make informed decisions and drive business improvements.

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Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets.

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Evaluated employee performance and conveyed constructive feedback to improve skills.

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Improved staffing during busy periods by creating employee schedules and monitoring call-outs.

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Maintained professional demeanor by staying calm when addressing unhappy or angry customers.

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Established performance goals for employees and provided feedback on methods for reaching those milestones.

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Defined clear targets and objectives and communicated to other team members.

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Opened and closed location and monitored shift changes to uphold successful operations strategies and maximize business

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Houlan Bernan - Legal Administrative Assistant

Rockville Md

08/2005 - 12/2017

success.

Processed payroll garnishments such as tax liens and child support.

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Verified and submitted timekeeping information for accurate and efficient payroll processing.

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• Submitted reports on payroll activities.

Uploaded time records into computer system and made adjustments to create accurate database for payroll processing functions.

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Calculated payroll deductions by accurately using quickbooks and processed payroll to meet preset requirements.

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Managed payroll data entry and processing for 121 employees to comply with predetermined company guidelines.

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Trained and mentored new payroll staff to apply best practices and follow department procedures.

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Collaborated with finance department to determine accurate payment of taxes and deductions.

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Maintained organized office and case-specific paper and digital files for easy tracking and retrieval.

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Managed accounts and client records of clients, observing confidentiality, and extreme discretion.

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Screened phone calls to effectively handle less important inquiries and keep senior staff free for more important matters.

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Helped with intake of new clients and materials by setting up files and documenting important information.

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Processed expense reimbursements and updated Software accounts with current information.

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Reviewed wide-ranging contracts and agreements and summarized terms for easy assessment.

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Scheduled and coordinated meetings between legal teams and clients.

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Managed general clerical needs such as opening and closing files, scanning sheets and faxing documents.

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Prepared drafts of forms, letters and agreements for legal staff use.

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Created and submitted weekly legal summary to managers, covering current cases, records requests and collections statuses.

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Kept office efficient and organized by managing tasks such as supply restocking and general upkeep without oversight.

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Generated pleadings and other legal documents for review by attorneys and paralegals.

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Filed court documents and legal pleadings with court clerk on behalf of attorneys.

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Scheduled appointments, court appearances, and depositions for busy law firm.

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Worked alongside attorneys, administrative assistants, and fellow legal assistants on complex cases and legal processes.

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Completed electronic filings, initiated billing statements, and managed firm administrative matters.

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Handled office scheduling and made notes for deadlines, motions, and other important dates.

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• Coordinated with court personnel and attorneys to determine scheduling of hearings and filing documents.

Conducted legal research, compiled and organized evidence and identified relevant legal articles and statutes to use for legal proceedings.

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Monitored changes in relevant laws to stay abreast of procedures and provide legal updates to clients.

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Created spreadsheets to track client progress and document billable hours.

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Prepared for court hearings by organizing and summarizing documents, preparing exhibits and reviewing evidence.

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Prepared and managed attorney travel itineraries to optimize scheduling.

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Organized documents to manage paper and electronic filing systems of clients.

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Responded to client inquiries to provide accurate legal advice and offer assistance.

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Prepared and drafted correspondence and legal forms to maintain smooth communications.

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Contact this candidate