PATRIXIA DONNE

ABRERA

*** ******* ** *** *********,CA

94112

334-***-****

adguit@r.postjobfree.com

OBJECTIVE

CTEC Tax Preparer and Licensed Life & Health Insurance Agent with experience of ledger processes, account reconciliations and bookkeping. Seeking to leverage accounting expertise and experience into a managerial role as a Certified Public Accountant. PROFESSIONAL EXPERIENCE

Duffy & Co CPA

Junior Tax Accountant

San Francisco,CA

April 2020- Present

Performed bookkeeping functions using Quickbooks software. Prepare 1040,1041, 1120, 1065, HOA returns.

Analyzed, examined, and organized tax documents and bookkeeping records, compiled financial information, and reconciled reports and financial data. Performed process analysis, and communicated recommendations to management. Process journal entries and perform accounting corrections to ensure accurate records. Substitute as a Front desk in assisting client as needed. Diaz-Christians Accountancy Corp.

Accounting Assistant

Santa Clara, CA

January 2019-April 2019

Performed bank reconciliation on monthly bookkeeping data using Quickbooks software. Analyzed, examined, and organized tax documents and bookkeeping records, compiled financial information, and reconciled reports and financial data. Performed process analysis, and communicated recommendations to management. Process journal entries and perform accounting corrections to ensure accurate records. Substitute as a Front desk in assisting client as needed. Jackson Hewitt, Inc.

Tax Preparer

San Jose, CA

December 2018-April 2019

- Prepare individual simple and complicated tax returns.

- Suggested ways to optimize taxes such as 401k, Life Insurance, Medical Insurance.

- Check data on forms and verify totals to detect errors and get accurate results.

- Compute taxes owed or overpaid, and complete entries, following tax form instructions and tax tables.

- Interview clients to obtain additional information on taxable income and deductible expenses and allowances.

- Review financial records such as income statements and documentation of expenditures in order to determine forms needed to prepare tax returns.

EDUCATION

B.Sc. Accounting Technology, June 2016

Manila, Philippines

Far Eastern University

- Study Financial and Managerial Accounting, as well as applicable GAAP laws. SKILLS

Knowledge of Quickbooks, Lacerte, Kronos, ADP, Paychex, Gusto, Prosystem fx and all Microsoft Office Applications.

Excellent communication skills, and ability to present complex information in an easy to understand format.

Excellent problem solving, critical thinking.

Profound ability to work in a fast-paced environment. ACHIEVEMENTS

Compiled and analyzed financial information to prepare monthly reports and annual financial statements in compliance with accepted policies and procedures. Ensured accurate, timely accounting and thorough understanding of all financial information – monthly, quarterly and year-end closings, including bank compliance and taxation issues. Prepared tax reports based on tax law handbooks and bulletins to determine proper procedures. OTHER EXPERIENCE

Volunteered for Santa Clara Therapeutic and Recreation center, 2018. Volunteered for Pinoykami.online magazine, 2018.

H&R Block Income Tax Course Certificate, 2018.

CTEC Registered Tax Preparer, 2018- Present.

Life & Health Insurance License, 2018- Present.

Volunteered for Filamstar Newspaper, 2019.

National Association of Tax Professional member, 2018. Association of Certified Public Accountant member, 2019. HOBBIES

Write articles on my website.

Learn new things and improve my skills.

Travel

Read books

REFERENCE

Name : Dennis Noss

Address1 : Homestead Road

Address2 : Santa Clara, CA

Email id : adguit@r.postjobfree.com

Phone No. : +1-415-***-****

Contact this candidate