Alec Matthews

Detail-oriented accounting professional with progressive experience spanning office management, financial auditing and tax services.

Background includes night audit reconciliation, firm-wide expense and bank account management, and direct support to a CPA in tax preparation and client relations. Proven ability to manage bookkeeping, invoicing, and compliance while serving as the primary liaison between clients and accounting leadership. Currently a case manager and tax preparer overseeing 150+ clients, ensuring IRS compliance, accurate filings, and effective tax resolution.

Senior Case Manager/Tax Preparer at Five Star Tax Resolution (2025-10 – Present)

Manage a high-volume caseload of tax resolution clients by preparing and tiling tax returns, ensuring IRS compliance, and maintaining accurate financial and case records

• Manage a caseload of 300+ individuals and business clients, delivering end-to-end tax resolution services while ensuring full IRS compliance and timely filings.
• Prepare and file federal and state tax returns, analyze client financial records, and resolve complex tax issues including back taxes, penalties, and compliance gaps.
• Serve as the primary point of contact between clients and the IRS, responding to notices, negotiating resolutions, and providing clear guidance on tax obligations.
• Maintain accurate bookkeeping, financial documentation, and case records to support audits, payment plans, and regulatory requirements
• Consistently meet strict deadlines in a high=volume environment while delivering accurate, confidential, and client-focused tax resolutions

Assistant to the Tax Manager at Professional Tax Alliance (2024-09 – 2025-10)

Provided comprehensive administrative and tax support to a CPA Tax Manager, assisting with preparation and filing of individual and business tax returns while managing client communications, bookkeeping support, and office operations.

• Assisted with preparation and filing of federal and state tax returns including Forms 1040, 1065, 1120, and 1120-S, ensuring accuracy and compliance with IRS regulations
• Organized, reviewed and maintained confidential client tax documents to support efficient tax preparation and record keeping
• Provided bookkeeping assistance, including data entry and reconciliation, to support accurate financial and tax reporting
• Served as the primary liaison between clients and the CPA Tax Manager by managing phone calls, emails, and client follow-ups
• Managed invoicing and billing process, tracked payments, and coordinated with clients to ensure timely and accurate accounts receivable

Office Administrator at Murphy, Murphy, & Murphy CPAs (2023-12 – 2024-09)

Served as an Office Administrator for a tax firm, overseeing daily administrative and financial operations to support tax professionals and client services.

• Managed firm bank accounts, processed and deposited high volumes of client payments and checks with accuracy and proper documentation
• Oversaw office inventory and supplies, ensuring consistent availability of materials to support uninterrupted operations
• Prepared, organized and mailed completed tax returns and confidential documents to clients in compliance with firm procedures
• Met with clients to assist as a company liaison, explaining tax return documentation, obtaining signatures, and ensuring client understanding
• Compiled and assisted with internal financial reports to support office management and operational decision making

Front Desk Manager/Night Auditor at Marriott International (2022-10 – 2024-06)

Oversaw overnight hotel operations with primary responsibility for financial reconciliation, audit reporting, and end-of-day close procedures while ensuring operational continuity, guest satisfaction, and property security.

• Reconciled daily financial transactions across multiple revenue streams (room revenue, POS systems, cash, credit cards) to ensure accurate end-of-day balances and general ledger integrity.
• Prepared and analyzed nightly financial reports, including revenue summaries, variance reports, and audit packets for management and accounting review.
• Performed end-of-day close and system rollovers, verifying data accuracy and resolving discrepancies within the property management and POS systems.
• Managed cash handling and internal controls, including drawer counts, deposit preparation, and adherence to accounting and audit procedures.
• Coordinated overnight operations, addressing guest issues, security incidents, and operational needs to ensure a smooth financial and operational transition into the next business day.

Office Manager at Fast Fit Body Sculpting (2020-03 – 2022-10)

Managed day-to-day corporate office operations with responsibility for administrative controls, executive coordination, client intake, and performance oversight, contributing to improved organizational efficiency and business growth.

• Oversaw operations at the corporate headquarters, coordinating departmental workflows and monitoring productivity to support overall business performance.
• Acted as a primary liaison between executive leadership and staff, collaborating directly with owners and top management on operational priorities and office standards.
• Implemented front-office procedures and professional protocols, ensuring consistent client experience and efficient internal operations.
• Served as first point of contact for prospective clients, managing intake and follow-ups that contributed to a 30% increase in new client acquisition.
• Handled administrative reporting, scheduling, and documentation, supporting management with organized records and process improvements.

Bachelor of Arts – University of Phoenix