Tax Preparer Customer Service

Putri Wijaya

************@*****.*** Ph: +1-909-***-****

Experiences

Bharti Sudan CPA INC, Diamond Bar, CA — Staff Accountant

June 2021 – Present

Perform monthly reconciliations for three different small businesses’ bank accounts and ensure accurate records while identifying inconsistencies.

Generate reports including income statements and balance sheets.

Collect and analyze financial data as well as assist in the creation of financial statements and reports and examine the company’s accounts.

Investigate subsequent events and conduct substantive tests of year end transactions for each corporation.

Perform inquiry, recalculation, observation, and other substantive procedure for the integrity of sales, revenue, and expense accounts.

Execute various administrative duties, supported the supervisor with various tasks as required, and maintained relevant documents and files.

Conduct financial audits of business, government, and non-profit.

Perform audit procedures, including reviewing, and analyzing evidence, conducting client inquiries, and evaluating client internal control.

Examined and analyzed accounting records to determine propriety of accounting transactions.

Volunteer Income Tax Assistant, San Bernardino, CA — Tax Preparer for Low Income

February 2021 – April 2021 (Internship)

Communicated and interviewed with taxpayers of diverse backgrounds and languages.

Verified, analyze and interpret taxpayer’s various income sources and records.

Maintain high confidential records of taxpayers, SSN, banking, and address information.

Accurately prepare Federal and State income tax returns records for completeness.

Fully document and verify sources of taxpayers W-2, W-2G, and 1099’s.

Respond in accordance with tax software diagnostics and supervisors review notes.

Meticulously explain to taxpayers their refund or owed amount.

Conduct in a professional manner with sensitive information in compliance with VITA regulatory standards.

Miyagi Sushi, San Bernardino, CA — Server and Shift Manager

December 2017 – june 2021

Took necessary steps to meet customer needs and effectively resolve food or service issues.

Communicate clearly and positively with co-workers and management.

Up-sold additional menu items, beverages, and dessert to increase restaurant profits.

Correctly received orders, processed payments, and responded appropriately to guest concern.

Design and deliver adequate training to newly hired waiters/waitresses to acquaint them with the restaurant’s operational procedures, routines, standards, policies, and best practices.

Red Wasabi Sushi, Loma Linda, CA — Server

April 2015 – November 2017

Competently utilized the POS to process customer orders, complete payment transactions, and issue receipts.

Processed patron’s food orders on slips, memorized orders, and managed food resources in a 20+ seat restaurant.

Assisted in training the newly hired servers to ensure superior customer service and conflict resolution strategies were implemented to maintain a high level of customer loyalty.

Education

California State University, San Bernardino — Master of Science in Accounting

Expected to graduate in December of 2022

GPA: 3.45

California State University, San Bernardino — Bachelor of Arts in Business Administration; Concentration in Accounting

Graduated in December of 2021

GPA: 3.65 Dean’s list for 4 semesters

San Bernardino Valley College, San Bernardino — Associate in Art; Concentration in Accounting

Graduated in May of 2019

GPA 3.63

Organization

CalCPA, San Bernardino — California Society of CPA

California State University

Member

Skills

Software Skills, — Proficient skills in Microsoft Office Suite: Excel (able to export, analyze, and report V-lookup, P-tables), Microsoft Word (60 WMP), QuickBooks, and PowerPoint

Technical Skills, — Management skills, Multi-tasker, Organizational Skill, and Critical Problem-Solving Skill

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