Administrative Assistant Team Member

Hella Habtewold

**** **** **, #***, **********, CA 94608 Tel: 510-***-**** E-mail: ***********@*******.*** OBJECTIVE

● Tax and administrative assistant with 6 years of experience at a CPA firm. Skilled in organising, inputting and preparing individual and corporation taxes before CPA’s review. Knowledgeable in Lacerate tax software, Quickbooks and Microsoft office. I am seeking to leverage great organisational and analytical skills in Accounting related positions. I am pursuing a CPA career and currently preparing to sit for my CPA exam.

WORK EXPERIENCE

Meseret Y. Zeleke, CPA- Tax and Administrative Assistant, El Cerrito, CA Nov/2016-Current

● Responsible for organising Auditing workpapers and assist in conducting audit

● Responsible for requesting & scanning client tax documents and notifying clients for completed taxes

● Organises and inputs 1040, 1120 and 990 tax forms into tax software

● Re-searching on new or updated tax laws; follow up on IRS news releases frequently

● Processing of incoming earning and outgoing payments

● Preparing client invoices

● Consults clients with tax issues

● Prepare bank reconciliation and journal entries

● Mail and/or electronically send tax organisers and letters to tax clients at the beginning of every year.

● Responsible for oral and written communications with clients

● Perform administrative tasks, including making appointments and filing, ARC Documents Solutions – Temporary Accounts payable Assistant, Alameda, CA Sep/2016-Oct/2016

● Logging daily checks.

● Creating vendor accounts

Art Gallery Services – Art Gallery Assistant and Guide, Lake Forest College Sep/2012-Apr/2016

● Accountable for overseeing the gallery and organising art pieces for a new or upcoming art showcase.

● Worked as a guide that helped visitors understand specific art elements by answering their questions. EDUCATION

Lake Forest College – Lake Forest, IL

Sep/2012-May/2016

Bachelor of Arts in Finance with minors in Mathematics and Studio Art (3.46 GPA) Emma Willard School – Troy, NY

Aug/2009-May/2012

International Baccalaureate Diploma

Awards

● Omicron Delta Epsilon Economics Honour Society

● Academic Excellence Certificate (Lake Forest College)

● Dean’s List 2012-2014 (Lake Forest College)

Hella Habtewold

1331 40th St, #303, Emeryville, CA 94608 Tel: 510-***-**** E-mail: ***********@*******.*** INTERNSHIP EXPERIENCE

Fisher Financial Partners Group – Financial Advising/Analysis Assistant Intern, Lake Forest, IL. Jan/2016-Apr/2016

● Responsible for attending committee meetings with professional financial advisors and analysts.

● Accountable for arranging, listening and writing reports of conference calls with investment and portfolio managers.

● Assisted in the development of presentations of potential clients and analysis of client accounts, and performing research on potential investment companies, mutual funds, stocks, etc.

● Assisted in analytical support for evaluating business opportunities and investment decisions including asset acquisitions, asset dispositions and transaction structuring. LEADERSHIP/ VOLUNTEERING

Lake Forest College, Muslim Student Association Organization – Treasurer, Lake Forest, IL Sep/2015-Apr/2016

● Accountable in managing the organisation’s financial intake and outtake for certain events.

● Responsible for record keeping.

● In charge of fundraising and budgeting of the Organization. Hope Orphanage – Teacher, Addis Ababa, Ethiopia

May/2011-July/2011

● Taught academic skills such as Math, Spoken English and Art to children.

● Guided foreign volunteers who came to the orphanage as teachers and entertainers. As a translator, I helped these volunteers learn how to communicate with the children and provide entertainment.

● Tutored a group of children with their homework improving skills and performance.

● Organised an art gallery that showcased the students’ art works reinforcing their passion for art. SKILLS

● Bilingual in Amharic and English

● Proactive team member

● Proficient in Microsoft office.

● Efficient in Quickbooks desktop & online

● Proficient in Lacerte tax software

● Effective communication

● Able to manage with multiple tasks

Contact this candidate