Tax Compliance Sales

MARIA SANCHEZ

**** ********** *****, ******, ** *6526

********@*****.*** 773-***-****

PROFESSIONAL SUMMARY

Results-driven accounting professional with over 10 years of progressive experience in public accounting and client advisory services. Expertise spans full-cycle bookkeeping, GAAP-compliant reporting, payroll and sales tax compliance, and process improvement for small and mid-sized businesses across various industries. Adept at managing multiple client engagements, training junior staff, and serving as a trusted advisor to business owners. Proven ability to lead monthly close processes, streamline workflows, and deliver actionable insights to clients and stakeholders.

CORE COMPETENCIES

Financial Reporting & Month-End Close

General Ledger & Reconciliations

Payroll & Sales Tax Compliance

Budgeting & Cash Flow Management

Client Advisory & Relationship Management

Staff Oversight & Mentorship

Software Proficiency: QuickBooks (Desktop & Online), Sage, MS Dynamics, FreshBooks, MS Office Suite, Bill.com

PROFESSIONAL EXPERIENCE

Insight Accounting Group – Goshen, IN

Accounting Specialist

Jan 2014 – Present

Oversee monthly accounting and reconciliation processes for a portfolio of 20+ clients in restaurant, retail, and service industries.

Lead full-cycle bookkeeping, including AP/AR, payroll processing, fixed assets, and adjusting journal entries.

Prepare and analyze financial statements in accordance with GAAP, ensuring timeliness and accuracy for client decision-making.

File monthly, quarterly, and annual sales and payroll tax returns, ensuring full compliance with state and federal regulations.

Serve as the main point of contact for client questions, audits, and system transitions, including onboarding to cloud-based platforms like QuickBooks Online.

Mentor junior staff and review their work to ensure accuracy and adherence to firm standards.

Support tax preparation for individual and corporate returns, collaborating with senior CPAs.

Xerox Corporation – Rosemont, IL

Asset Coordinator

Feb 2011 – Oct 2013

Managed tracking and reconciliation of high-volume assets for enterprise clients.

Supported billing operations by analyzing data accuracy for monthly invoicing cycles.

Provided on-site client support to ensure seamless implementation of print services.

The Weglarz Company – Bedford Park, IL

Assistant Bookkeeper / Property Management

Oct 2003 – Jan 2011

Handled bookkeeping and tenant account management for a commercial property portfolio.

Conducted monthly reconciliations, rent roll analysis, and vendor payment coordination.

EDUCATION

Bachelor of Science in Finance Management (BSBA)

Robert Morris University – Chicago, IL Graduated 2012

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