Payroll and QuickBooks Bookkeeper
Resume:
Cesar E Davis
New York, New York 10002
718-***-**** *******@*****.***
SUMMARY
I have 40 plus years of work experience.
Specialties: Strong working knowledge in house payroll, Internal Accounting Systems and Controls, QuickBooks accounting, Internal Accounting Systems and Controls. Microsoft Word, Excel, goggle suite and other applicable workable systems.
Available for part time, full time or seasonal employment where I can explore, contribute and enjoy helping others.
WORK HISTORY
Feb 2025-April 2025 Tax Service Intake Associate
Henry Street Settlement
Serve as liaison and intake associate for community clients assessing tax service through Campaign for Working Families; providing direct connection to tax services to clients. Tasks included managing an appointments calendar; Meeting and greeting clients who have appointments, collecting photocopying and scanning client tax documents and forms, data entry and uploading documents into a secure getyourrefund.org hub database. Following-up with fellow tax preparers and members once intake has been submitted; printing, review completed tax returns for client’s signatures and uploading for final electronic filing.
Jan 2025-April 2025 Certified Income Tax Preparer
Center for Family Life in Sunset Park
Provide Customer Service: Offer friendly and helpful assistance to community tax payers.
Interview and analyze tax payer documents.
Prepare Tax Returns: Assist individuals and families in preparing accurate tax returns.
Maintain Confidentiality: Adhere to strict confidentiality policies regarding taxpayer.
Quality Review: Ensure the accuracy and completeness of tax returns before filing through,
by adhering to current tax law.
Certifications:
IRS Tax Professional PTIN.
NYS Certified Tax Preparer/Facilitator, NYS Refund Anticipation/ Loan/ Check Facilitator
Jan 2024-April 2024 Tax Service Intake Associate
Henry Street Settlement
Serve as liaison and intake associate for community members assessing tax service through Food Bank for NYC; providing direct connection to tax services to community members. Tasks included managing an appointments calendar; Meeting and greeting clients who have appointments, collecting photocopying and scanning client tax documents and forms, data entry and uploading documents into a secure getyourrefund.org hub database. Following-up with fellow tax preparers and members once intake has been submitted; printing, review completed tax returns for client’s signatures and uploading for final electronic filing.
Jan 2024-March 2024 Certified Income Tax Preparer
HRB Green Resources LLC. - H&R Block
Acted as the intake person; contacting and consulting previous customer, scheduling appointments and processing income tax documents in the H&R Block system.
Certifications:
IRS Tax Professional PTIN.
NYS Certified Tax Preparer/Facilitator, NYS Refund Anticipation/ Loan/ Check Facilitator.
Jan 2015-Present Per- Diem Consultant-Bookkeeper
Caribbean American Center of New York, Inc.
Providing general bookkeeping services once a month as needed online to a small community base organization funded by NYC Council member and NYS Assembly member.
Aug 1988-May 2022 Payroll/Accounting Manager
Fiscal Agent Services
YMS Management Associates, Inc.
Responsible for overseeing, timely processing and record keeping of a multi-location in-house Payroll/Accounting and HR System for 250 Community Base Organization clients funded by NYC DYCD and NYC DFTA. Duties included a Strong interface with Agency Directors and personnel. Processing full payroll cycle for 700+ employees; new hires, terminations, and applying personnel changes. Calculate hourly rates and set up employee salary lines to the appropriate budget allocation and department. Review and reconcile salary output reports, processing miscellaneous deductions & benefits. Review and process biweekly, quarterly, and annual tax filings reports and payments. Filed quarterly and year-end W-2 and 1099 tax forms. Assisting client representatives on fiscal reporting and annual filings.
Nov 1981-April 1988 Night Operations Supervisor
ADP/Automatic Data Processing of Manhattan, Inc.
Responsible for the operation and coordination of a 2nd. shift payroll control department. Supervised 15 employees in the accurate and timely processing of 4,000 client input/output payroll accounts. Analyzed and solved technical problems in online and batch payroll.
Bilingual: English/Spanish
EDUCATION: High School diploma
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