Data Entry Accounting Clerk
Resume:
THOMAS
BOWERS
ACCOUNTING CLERK
**********@***.***
VIRGINIA BEACH, VA 23451
CONTACT
To service and build an established
book of business in the capacity of
full charge bookkeeper.
Hardworking professional with 32
years of experience and a proven
knowledge of back office
operations, administrative support
and customer service. Aiming to
leverage my abilities to successfully
fill the accounting clerical role at
your company. Detail-oriented
professional with experience in
records management, Microsoft
Office and customer service.
Frequently praised as hard-working
by peers, I can be relied upon to
help your company achieve its
goals.
CAREER OBJECTIVE
Tax Preparer
Intuit Turbo Tax, VIRGINIA BEACH, VA
Tax Consultant
H&R Block, VIRGINIA BEACH, VA
EXPERIENCE
January 2022 - April 2022
• Explained federal and state tax laws to individuals and companies. Obtained additional information on taxable income and deductible expenses and allowances.
•
Checked data input and verified totals on forms prepared by others
• to detect errors in arithmetic, data entry and procedures. Used all appropriate adjustments, deductions and credits to keep clients' taxes to minimum.
•
Consulted tax law handbooks and bulletins to determine procedures for preparation of atypical returns.
•
Furnished taxpayers with sufficient information and advice to ensure
• correct tax form completion.
Reviewed income statements and documentation of expenditures to determine forms needed to prepare tax returns.
•
Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
•
March 2021 - June 2021
Used all appropriate adjustments, deductions and credits to keep
• clients' taxes to minimum.
Calculated form preparation fees according to return complexity and processing time required.
•
Computed taxes owed and overpaid, using adding machines and personal computers and complete entries on forms, following tax form instructions and tax tables.
•
• Scheduled appointments with clients.
Obtained additional information on taxable income and deductible expenses and allowances.
•
Furnished taxpayers with sufficient information and advice to ensure correct tax form completion.
•
• Explained federal and state tax laws to individuals and companies. Prepared and assisted in preparing simple to complex tax returns for individuals and small businesses.
•
Checked data input and verified totals on forms prepared by others to detect errors in arithmetic, data entry and procedures.
•
Reviewed income statements and documentation of expenditures to
• determine forms needed to prepare tax returns.
Shuttle Van Driver
Self Employed, Jersey City
Self Employed
Self Employed, Brooklyn, NY
Consulted tax law handbooks and bulletins to determine procedures for preparation of atypical returns.
•
• Worked with coworkers to complete tasks.
Participated in ongoing training to enhance own job skills and knowledge.
•
• Provided efficient and courteous service to customers at all times.
• Met deadlines while maintaining high-quality deliverables. May 2015 - March 2020
Followed relevant safety regulations and state laws governing vehicle operation and ensured that passengers followed safety regulations.
•
• Recorded vehicle routes using GPS technology.
Picked up and met passengers according to requests, appointments
• and schedules.
Collected fares and vouchers from passengers and made change and issue receipts as necessary.
•
Picked up and dropped off passengers at regularly scheduled neighborhood locations, following strict time schedules.
•
Checked condition of vehicle's tires, brakes, windshield wipers, lights,
• oil, fuel, water and safety equipment for proper functionality. Performed routine vehicle maintenance, such as regulating tire pressure and adding gasoline, oil and water.
•
Arranged to pick up particular customers and groups on regular schedule.
•
October 2000 - May 2015
Built solid foundation of business acumen, technical skills, and
• proven practices for daily operations.
• Scheduled deliveries with service vendors or product suppliers. Orchestrated administrative activities directly related to making products or providing services.
•
• Demonstrated and supported continuous improvement and growth Ran three different businesses during this period of time - private tax preparation, an over-the-road trucking company and Uber/Lyft ride sharing independent contractor.
•
Each endeavor above required the same use of accounting principles to maintain organizational balance of financial records and client retention.
•
OTR Trucking business experience included management of drivers, including screening for hire, compliance with federal DOT laws and regulation, legal business filings, banking, insurance, payroll,
•
Self Employed
Self Employed, Brooklyn, NY
Accounting Clerk
Self Employed, Brooklyn
bookkeeping, truck maintenance, bidding on shipping lanes, collections on outstanding invoice and overall business management.
March 1999 - November 2001
I worked independently for three different insurance companies selling life insurance products. Travelers (Primerica), Guardian and Allstate - for the sake of brevity…all three required the same skill set.
•
Took and passed exams to obtain my Life & Group Health licenses as well as my series 6 & 63 security licenses - which allowed me to legally solicit and sell mutual funds in the state of New York!
•
Organized meetings with perspective clients to discuss their financial planning needs
•
Helped perspective clients get educated on insurance products, how these instruments work and fit into their financial picture outside of simply the death benefits, gave tax advice as well to expand my book of business, gave financial guidance on mutual funds and their benefits as well as their risks, set up physical exams for lab work to qualify for life insurance products, basic bookkeeping functions to maintain organizational balance with my business practice and networking with other insurance agents if the need would arise for a product that "I" was not licensed to sell - I.e.: auto insurance.
•
January 1997 - May 1998
Worked as an accounting clerk for several different temporary employment agencies - including Robert Half and Account Temps.
•
Classified, recorded and summarized numerical and financial data to compile and keep financial records, using journals and ledgers and computers.
•
Operated 10-key calculators, typewriters and copy machines to
• perform calculations and produced documents.
Complied with federal, state and company policies, procedures and regulations.
•
Accessed computerized financial information to answer general questions and give details on specific accounts.
•
Checked figures, postings and documents for correct entry,
• mathematical accuracy and proper codes.
• Received, record and bank cash, checks and vouchers.
• Reconciled and noted and reported discrepancies found in records. Performed general office duties, such as filing, answering telephones
• and handling routine correspondence.
Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity and principal.
•
Bookkeeper II
Blanche Community Daycare Center, Saint Albans, NY Debited, credited and totaedl accounts on computer spreadsheets and databases, using specialized accounting software.
•
Operated computers programmed with accounting software to
• record, store and analyzed information.
Calculated and prepared checks for utilities, taxes and other payments.
•
• Reconciled records of bank transactions.
• Performed personal bookkeeping services.
Transferred details from separate journals to general ledgers or data processing sheets.
•
• Prepared and processed payroll information.
Calculated, prepared and issue bills, invoices, account statements
• and other financial statements according to established procedures. Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending cash, checks and other forms of payment to banks.
•
• Prepared trial balances of books.
Compiled statistical, financial, accounting, and auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable and profits and losses.
•
Compared computer printouts to manually maintained journals to determine if match.
•
March 1990 - September 1996
• Received, record and bank cash, checks and vouchers.
• Reconciled and noted and reported discrepancies found in records. Operated 10-key calculators, typewriters and copy machines to perform calculations and produced documents.
•
Operated computers programmed with accounting software to record, store and analyzed information.
•
Performed general office duties, such as filing, answering telephones
• and handling routine correspondence.
Performed financial calculations, such as amounts due, interest charges, balances, discounts, equity and principal.
•
Matched order forms with invoices and recorded necessary information.
•
Classified, recorded and summarized numerical and financial data to compile and keep financial records, using journals and ledgers and computers.
•
Checked figures, postings and documents for correct entry, mathematical accuracy and proper codes.
•
Complied with federal, state and company policies, procedures and regulations.
•
Accessed computerized financial information to answer general
• questions and give details on specific accounts. Debited, credited and totaedl accounts on computer spreadsheets and databases, using specialized accounting software.
•
Transferred details from separate journals to general ledgers or data
• processing sheets.
• Prepared purchase orders and expense reports.
• Reconciled records of bank transactions.
Calculated and prepared checks for utilities, taxes and other
• payments.
Prepared bank deposits by compiling data from cashiers, verifying and balancing receipts and sending cash, checks and other forms of payment to banks.
•
Compiled statistical, financial, accounting, and auditing reports and tables pertaining to such matters as cash receipts, expenditures, accounts payable and receivable and profits and losses.
•
Compared computer printouts to manually maintained journals to
• determine if match.
Submitted tax forms and returns, workers' compensation forms, pension contribution forms and other government documents.
•
Calculated, prepared and issue bills, invoices, account statements and other financial statements according to established procedures.
•
• Prepared trial balances of books.
• Performed personal bookkeeping services.
• Prepared and processed payroll information.
Bachelor Of Arts (B.A.) In Accounting Specialist
York Community College, Jamaica, NY
Associate In Arts (A.A.) In Accounting Specialist
Borough Of Manhattan Community College, New York, NY High School Diploma
Edward R Murrow, Brooklyn, NY
EDUCATION
May 1994
April 1993
GPA 3.8
Relevant Coursework
• Principles in Accounting
June 1984
GPA 3.6
Relevant Coursework
• Communications
LANGUAGES
• English
Native
ADDITIONAL SKILLS
• High math aptitude
• Basic computer/data entry skills
• Highly organized
• Intuit QuickBooks
• Individual Tax Returns
• Client Invoicing
• Tax Return Preparation
• Income Statements
• Bank Reconciliation
• Journal Updates
• Clerical Support
• Electronic Filing Software
• Valid PTIN
• Bill Payment and Recordkeeping
• Accounts Payable and Receivable
• Bank Statement Reconciliation
• Month-End Reports
• Accounting Ledger Maintenance
• Quarterly Reviews
• Invoice and Payment Tracking
• Accounting Systems and Software
• Advanced Excel Spreadsheet Functions
• Personal Bookkeeping
CERTIFICATIONS
• Intuit Certified Bookkeeper
• Intuit Level One Tax Preparer
Michelle Parker — H&R Block
District Manager
********.******@*******.***
Sandra Johnson — Blanche Community Daycare Center
Assistant Bookkeeper
*******@*******.***
REFERENCES
Supervisor At H&R Block None
Contact this candidate