Office Assistant Clerical

Sabrina Guerrero

Enrolled Agent Credentialed

650-***-****

***************@***.***

Professional Statement

Please consider me for any kind of Clerical or Fiscal Office Assistant Accounting, Bookkeeping or Related Position.

Licenses

Enrolled Agent Credentialed since 2017-

Passed the IRS Special Enrollment Exam

Joined California Society of Tax Consultants (CSTC) in 2020 and started doing required Continuing Professional Education through them to remain credentialed

Computer & Tax Software

Tax Software: TaxWise, TPS, Profiler, Lacerte, Block Works, Drake, Fusion

Basic Software: Microsoft Office Word, Excel, PowerPoint,

Accounting or Bookkeeping Software: QuickBooks

Clerical Accounting Skills

Accounting Equation Assets = Liabilities + Owner’s Equity

Entering Transactions into Accounting Equation

Concept of T Account Left and Right Side of Account Increase or Decrease Amount In Account

Basic Accounting Statements such as Income Statement Balance Sheet Owner Equity

Learned QuickBooks Desktop and QuickBooks online by following an instruction textbook to learn to use the software.

Used QuickBooks to complete and Accounting Course Project.

Learned to complete Accounting Transactions using QuickBooks

Bank Reconciliation

Beginning Inventory + Purchases – Ending Inventory = Cost of Goods Sold

Education

Taking Accounting at College of San Mateo

Bachelor Human Resources San Francisco State

Work Experience

Liberty Tax January -April 2022

January-May 2021

January -July 2020

Arrange tax documents in order of the 1040

Used Computer to Prepare present and prior year tax returns

Assembled Tax Returns

Review Tax Returns

Used Calculator to Review my Entries

Filed Extensions Electronically

Verify Returns were Electronically Accepted by IRS and State Tax Authority

Electronic returns filed in Cabinet in Alphabetical Order Last Name

Create spreadsheets to organize expense receipts

Block Advisors September 2018-January 2020

Prepared Tax Returns

Help clients one on one

Assembled Tax Returns

Help clients who receive IRS Notices

Verify Returns were Electronically Accepted by IRS and State Tax Authority

Sutton Financial Services January 2018-April 2018

Prepared Tax Returns

Assembled Tax Returns

Review Tax Returns

Jackson Hewitt Tax Service January -April 2013-2017

Prepare Tax Returns

Assemble Tax Returns

E file Tax Returns

Help clients one on one

Review Tax Returns with clients

Verify Returns were Electronically Accepted by IRS and State Tax Authority

References Available Upon Request

Contact this candidate