Client Services Financial Reporting

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DIYA MARY JOE

Accounting Professional

813-***-**** ***********@*****.*** Riverview, FL 33569

PROFESSIONAL SUMMARY

A detail-oriented and positive attitude self-starter with prior experience in working in the field of

accounting with strength in areas concerning taxes, financial reporting, accounts reconciliation,

and client services. Proficient in QuickBooks, CaseWare, and MS Excel for efficiently

determining accurate and timely financial processing. Excellent writing skills, ability to work in

a team, excellent time management skills while addressing competing demands to meet deadline-

oriented goals.

EXPERIENCE

Tax Intern

Plante Moran, Chicago, IL

Jan 2025 – Apr 2025

• Prepared diverse tax returns: 1040 (Individuals), 1120 (Corporations), 1065

(Partnerships), and 1041 (Trusts & Estates).

• Applied the use of languages such as CaseWare, CCH, and XCM for efficient tax

processing.

• Collaborated with other staff and even organizational managers to resolve client queries

and improve the turnaround time.

• Strengthened time management, communication, and detail orientation in high-pressure

environments.

Accountant II

PNL Services, Inc., Tampa, FL

Mar 2023 – Dec 2024

• Managed invoices, payments, intercompany transactions, and credit memos with

precision.

• Utilized QuickBooks for full-cycle accounting and financial reports.

• Partnered with HR to support onboarding, payroll, and benefits management.

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• Enhanced accuracy and efficiency in payment clearances.

• Involved in Accounts Payable & Accounts Receivable departments.

Assistant Accountant

KB Countertops, Tampa, FL

Mar 2022 – Mar 2023

• Handled daily accounting activities and HR support tasks.

• Filed monthly sales tax and ensured accurate bookkeeping.

• Facilitated seamless invoice processing and reporting with QuickBooks.

Cashier

Publix, Riverview, FL

Feb 2020 – Nov 2021

• Delivered excellent customer service and maintained transaction accuracy.

Crew Member

Hungry Howie’s, Brandon, FL

Aug 2019 – Feb 2020

• Provided friendly service and handled customer orders efficiently.

Resident Aide

Hawthorne Inn Assisted Living, Brandon, FL

Aug 2018 – May 2019

• Assisted with medication schedules and organized resident activities.

OTHER EXPERIENCE

Sunday School Teacher

St. Augustine’s Church, Thodupuzha, India

Jun 2017 – Apr 2018

• Developed lesson plans aligned with curriculum goals.

• Assisted in planning community events and workshops in general.

EDUCATION

Keiser University – Bachelor of Arts in Accounting- GPA: 3.50/4.00

2 credits away from meeting CPA requirements; coursework to be completed Summer 2025

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Hillsborough Community College – Associate of Arts- GPA: 3.28/4.00

CERTIFICATIONS

IRS Certified Tax Preparer Jan 2024

Excel Skills for Business – JP Morgan Chase & Co. Virtual Program Forage Jun

2023

LEADERSHIP & ACTIVITIES

Role Organization Duration

General Knanaya Catholic Yuvajanavedhi of North America Jan 2023 – Jan

Secretary (KCYNA) 2025

Executive Youth Organization – YV, FL Oct 2020 – Oct

Member 2022

Executive KCYL, Kerala, India Jun 2015 – Dec

Member 2018

Awardee National Level Talent Search Exam – JCI India —

Performer CBSE State Kalotsav – Confederation of Kerala —

TECHNICAL SKILLS

Accounting Tools: QuickBooks, SPS, CaseWare, CCH, XCM

Tax Filing: 1040, 1120, 1065, 1041

Finance: Financial Reporting, AP/AR, Bank Reconciliation, Account Reconciliation

Productivity: Proficiency in Microsoft Excel, Word, Access, and Publisher.

Languages: English Language (Fluent), Malayalam (Fluent)

CORE COMPETENCIES

Tax Preparation & Compliance

Financial Accuracy & Reporting

Analytical Thinking

Time Management

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Cross-Functional Collaboration

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