Tax preparation

Kayla Sosa

**** ********** **** **. 985-***-****

Orlando, FL 32821 ***********@*****.***

Objective

Tax Associate

Education

University of New Orleans

Bachelor of Science in Business Administration, Accounting GPA 3.662

College of Business Administration

August 2018 – May 2020

University of Louisiana at Lafayette

B.I. Moody III College of Business Administration, Accounting

August 2015 – May 2018

Experience

Duhé & Terranova, LLC

Tax Intern January 2020 – April 2020

Accounting Intern April 2016 – December 2018

•Work on individual tax returns by entering confidential client information into Lacerte tax software

•Contact clients about missing or incomplete information needed for their tax return

•After completing the tax return, forward to supervising CPA for review

•Make excel spreadsheets for needed working papers

•Enter bank transactions into QuickBooks and prepare bank reconciliations

•Make bank deposits including listing, copying, and totaling checks then bringing deposit to the bank

•Copy and mail customer invoices and past due invoices

•Answer phones, help clients over the phone, transfer calls to the CPA’s

•Learn how to put together paper tax returns and prepare them for client pickup

Walt Disney World

Entertainment – Disney College Program January 2019 – July 2019

Clock in and check in with entertainment base

Acquire and return company property at beginning and ending of every shift

Work at various locations throughout Disney parks

Follow company protocol while interacting with guests

PJ’s Coffee

Barista August 2019 – December 2019

January 2015 – May 2016

•Received promotion to manager on duty in August 2015

•Count the money in the cash registers and complete daily sales sheet by listing sales, deposits, paid outs and calculate cash over/short when opening or closing the store

•Brew Coffee, prep and bake food items

•Greet customers, receive food and drink orders to enter into the computer and receive payment

•Make customer orders in a timely manner to serve to the customers

•Clean all equipment and utensils on closing shifts

Skills

Microsoft Word, Microsoft Power Point, Microsoft Excel

Experience with Intuit Lacerte tax software

Basic experience with QuickBooks

Activities

Beta Alpha Psi accounting honor society Fall 2017-graduation

Study abroad in Florence, Italy 2017

Accomplishments

UNO Academic Transfer Scholarship

TOPS Opportunity Scholarship

Judge Mary Hotard Becnel Artistic Excellence Award 2015

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