Accounts Payable Tax Preparer

cegbert*@CRAIG gmail.com (***) ***-EGBERT **** Waconia, MN 55387

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Talented tax preparation professional with expertise in completing returns accurately and efficiently. Income Tax Preparer Self-employed - Waconia, MN 03/2001 - Present Identified opportunities for additional deductions or credits. Prepared tax returns for individuals, corporations, partnerships and trusts. Assisted customers with any questions they had about their taxes or filing status. Computed taxes owed or overpaid for clients.

Filed electronically through approved software programs. Corresponded with governmental agencies when necessary. Accountant United Brothers Landscape LLC - Cologne,MN 03/2014 - 04/2023 Calculated monthly, quarterly and yearly dividends and sent out dividend checks to shareholders. Applied mathematical skills to calculate totals, check figures, and correct problems with physical and digital files. Collected and assembled financial data to analyze costs on year-to-year basis relative to fiscal planning and budgeting activities.

Maintained current understanding of state and federal accounting procedures to prevent legal or compliance issues.

Assisted in the development and implementation of new accounting policies and procedures as needed. Tracked income and expenses for business using accounting software. Participated in ad hoc projects related to improving overall financial reporting processes. Provided support during external audits conducted by auditors from head office or other locations. Developed and documented business processes and accounting policies to maintain and strengthen internal controls.

Managed fixed assets register ensuring accurate tracking of all additions, disposals, transfers. Coordinated audit activities by providing necessary information and preparing requested documentations. Maintained general ledger accounts by reconciling sub-ledger balances to the general ledger on a monthly basis.

Assisted with the preparation of financial statements in accordance with Generally Accepted Accounting Principles.

Prepared weekly payroll for team of salaried and hourly employees. Developed and maintained effective relationships with banks and other external service providers such as tax consultants.

Performed reconciliations of accounts payable and receivable and bank statements. Developed reports for management detailing account activity, trends and forecasts. Prepared journal entries for month-end close process. Collaborated with other departments to improve processes related to finance and accounting operations. Reviewed financial records, including income statements and balance sheets, to ensure accuracy. Maintained accurate accounts for cash, fixed assets and other transactions. Analyzed balance sheets for mistakes and inaccuracies. Gathered banking transactions via statements, recorded activity in Excel format and reconciled balances. Assisted clients in determining business strategy and achieving profitability goals. Updated and managed accounts payable databases, employing access controls to protect data. Oversaw full accounting cycle and prepared applicable financial statements. Accounts Payable Supervisor Addison Group - Contract- Health Partners - St Louis Park, MN 10/2023 - 08/2024 Validated and matched scanned invoices to supply chain approvals and PO’s and receiving documents. Worked in A/P department to manage 900 vendors and review all open invoices to validate and prepare for payment.

Software conversion from Lawson to Oracle ERP software. University of Utah Salt Lake City, UT 06/1985

Bachelor of Science: Accounting

English:Spanish:

Native/ Bilingual Full Professional

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