MARCELLA

OCHOA

ADMINISTRATIVE

ASSISTANT

385-***-****

ad4ij0@r.postjobfree.com

Ogden, Utah 84404

CONTACT

SKILLS

• Records Management

• Tax Law Compliance

• Tax Return Preparation

• Regulatory Compliance

• Data Gathering

• Bookkeeping

• Document Preparation

• Account Reconciliation

• Payroll Processing

• Client Communication

• Financial Statements

• State Tax Regulations

• QuickBooks Proficiency

• Attention to Detail

• Time Management

• Bookkeeping Expertise

• Financial Reporting

• Income Tax Preparation

• Tax Compliance

Hardworking, highly motivated professional eager to lend combined knowledge and skills to enhance business performance. Operates well in both individual and team capacities, leveraging seasoned work ethic to quickly adapt to different processes and drive company objectives. Resourceful and results-driven with a passion for growth and efficiency to meet company needs and increase service value.

PROFESSIONAL SUMMARY

Tax Preparer

Pete Shingledecker Jackson Hewitt, Clinton, Utah

RSS Manager

Pilot Flying J, Ogden, Utah

EXPERIENCE

January 2023 - Present

Prepared a variety of forms including 1040s, 1099s, W-2s, Schedules C and E as well as other state-specific forms.

•

• Utilized tax preparation software to accurately prepare tax returns. Interviewed clients to obtain additional information on taxable income and

• deductible expenses and allowances.

Assisted taxpayers in understanding their rights, responsibilities, and obligations under current taxation laws.

•

Submitted electronic filings via IRS e-file system while adhering to deadlines set by the agency.

•

Developed strong client relationships through excellent customer service and

• ongoing communication throughout the tax preparation process. Prepared federal tax documents by assembling and analyzing financial information and completing forms with tax-related software.

•

Completed all tax forms in accordance with policies and in compliance with legislation and regulations.

•

Maintained accurate records of all transactions related to taxes prepared for

• future reference.

Analyzed prior year's returns for comparison purposes when preparing current year's return.

•

November 2017 - May 2022

• In charge of all store inventory, product placement and prevention loss

• weekly reports product loss

• weekly counts of all inventory

• Customer service, cashier

Manager

Tobacco Joes, Ogden, Utah

Customer Service Sales

American Nutrition, Ogden, Utah

November 2014 - September 2017

• Mentored and trained new employees on company policies and procedures. Provided support for customers by addressing complaints quickly and efficiently, displaying exceptional customer service skills.

•

Managed daily operations including scheduling and budgeting, exhibiting

• excellent multitasking capabilities.

Orientated and trained employees, encouraging confidence and helping individuals adapt faster to job roles.

•

Maintained accurate records of financial transactions while adhering to all accounting regulations, reflecting attention to detail.

•

January 2014 - November 2014

• First point of contact for all customers.

• Invoice management, billing

• Customer account maintenance

Weekly account spreadsheet for all business mangers, brokers and account

• managers and owners

High School Diploma

Boise State University, Boise, Idaho

EDUCATION

December 1994

References available upon request

REFERENCES

Contact this candidate