Data Entry Tax Preparer

Gerald Solarte

**-** **** ****** **** Elmhurst, NY 11369 516-***-**** *************@*****.***

Professional Summary:

Strong communication and interpersonal skills

Ability to multi-task and work independently

Microsoft Word, Windows, Excel, PowerPoint, Dreamweaver, Quickbooks, JobBOSS, Liberty Tax 2016 & 2017 Soft- ware, Barnes and Noble Bookmaster Software

Ability to manage multiple complex projects and able to type over 50 WPM

Languages: English/Spanish (Fluent)

EDUCATION:

Plaza College Forest Hills, NY

Bachelor in Business Administration - Management April 2017 Associates Degree: Accounting and Information Systems May 2015 Honors and Awards: Sigma Lambda National Honor Society EXPERIENCE:

Emerald Mechanical Solutions, NY June 2018 - October 2019 Accounts Payable

In charge of all the payables

Responsible for calling and communicated with all the companies that owed money

Input all necessary data entry regarding company payment information

Compute and Reconciled all the necessary credit cards

Review if all the insurance and lien waivers were signed and updated, then Check and communicated with all subcontractors for accurate information

Match purchase orders with the neccessary incoming invoices and veriϐied accuracy

Acted as a liaison between the project managers and vendors to ensure accuracy of invoices/billings and timely payment to vendors

Expand on monitoring insurance for subcontractors, Such as reviewing the subcontractors General Liability and Workers Compensation policy for compliance

AFC Industries, College Point, NY June – July 2017 Accounts Payable (Temporary)

Checked ϐigures, postings and documents for correct entry, mathematical accuracy and proper code

Ensured input and timely payment of all vendor invoices utilizing Quickbooks and JobBOSS software

Communicated with customers via phone and email to receive missing data to properly post payments

Match the necessary incoming invoices

Liberty Tax Service / Corona, NY January – April 2016 & January –April 2017 Tax Preparer (Seasonal)

Computed taxes owed by following tax code and uncovered potential deductions and credits

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses

Help taxpayers by using their federal, state and local codes and see to it that clients receive the maximum beneϐit permitted under the law of government

Advise against potential tax liabilities and ensure clients do not pay unnecessary taxes

Review ϐinancial records such as income statements and documentation of expenditures.

Directed complaints to the proper department when required and provided administrative support for company projects

Contact this candidate