Tax Expert at Intuit Tax Expert (2026-01 – 2026-04)
As a Tax Expert for TurboTax Live, I managed the preparation of multi-state Form 1040 returns and navigated complex tax situations while providing exceptional customer support via video, phone, and chat. I led the expert setup and onboarding of tax clients, offering strategic tax advice and tailored support solutions while performing comprehensive expert reviews and delivering full-service returns. By leveraging the support of AI tools alongside multiple software applications and research databases, I resolved intricate inquiries with increased efficiency while maintaining a constant on-camera presence and consistently exceeding rigorous weekly KPI standards.
Through a commitment to professional excellence and timely resolution, I successfully managed detailed client documentation and was recognized as being in the top ten of my network by the conclusion of the tax season.
Client Accounting Coordinator at Accounting 4 dc (2025-12 – 2026-01)
Lead the firm's Compliance tier services by establishing rigorous data standards for client ledgers and managing complex QuickBooks Online environments. This includes overseeing precise transaction coding, Accounts Payable and Accounts Receivable, bank reconciliations, and the end-to-end execution of payroll processing to ensure total accuracy. Before the delivery of any monthly or quarterly reports, I perform a comprehensive analytical review to identify variances and trends, ensuring all financial data is error-free.
By serving as the primary point of contact for foundational accounting needs, I provide the Strategic CFO advisory team with the real-time, validated data necessary for high-level forecasting and executive decision-making.
Bookkeeper/Tax Preparer at Consencia, llc (2025-05 – 2025-10)
Experienced accounting professional with a strong background in bookkeeping and tax preparation for a diverse range of clients. Managed full-cycle bookkeeping duties including bank reconciliations, general ledger entries, and financial reporting for small to mid-sized businesses. Proficient in preparing and filing accurate federal and state tax returns for individuals (Forms 1040), businesses (Forms 1120, 1120S, 1065), and trusts (Form 1041), ensuring compliance with current tax laws and regulations.
Conducted detailed reviews of client financials, applied relevant deductions and credits. Skilled in using accounting and tax software such as QuickBooks Online, QuickBooks Desktop and CCH while maintaining strict confidentiality and delivering high levels of client service throughout the year and during peak tax season.
Tax Preparer at H&R Block (2025-02 – 2025-04)
- Prepared and filed accurate federal and state individual income tax returns (Forms 1040 and applicable schedules) in compliance with IRS regulations
- Conducted in-depth interviews with clients to gather financial information and determine tax situations
- Reviewed income statements, deductions, credits, and supporting documentation to ensure completeness and accuracy
- Helped clients on tax-saving strategies, filing statuses, and potential deductions to minimize liability
- Maintained up-to-date knowledge of tax laws, credits, and changes to IRS policies
- Utilized tax preparation software to streamline filing and ensure compliance
- Confidential handling of sensitive financial and personal information
Bookkeeper/Tax Preparer/Payroll Practitioner at oakcrest tax and accounting (2024-11 – 2025-01)
- Assisting new clients with onboarding on QuickBooks, setting up their accounts, and guiding them through the initial steps
- Managing accounts payable and receivable is a key part of the role, recording and overseeing all incoming and outgoing transactions
- Preparing and filing individual tax returns is another crucial responsibility, ensuring clients meet their tax obligations accurately and on time
- Additionally, handling invoicing by generating and sending invoices to clients, while also keeping the CRM system up to date with client information and interactions
- Payroll management is a significant aspect of the work, including processing payroll and onboarding new payroll clients
- Providing valuable consultation services to bookkeeping clients, offering insights and advice to improve their financial practices
- Bookkeeping duties span monthly, quarterly, and annual cycles, with meticulous attention to bank and credit card reconciliations
Bookkeeper/Tax Preparer/Payroll Practitioner at TAX magic (2023-09 – 2024-07)
- Managed the onboarding process for new bookkeeping clients
- Conducted initial consultations with clients to assess their bookkeeping needs and provide recommendations for optimizing financial processes
- Implemented payroll systems for new clients, including setting up employee records, configuring payroll tax settings, and processing initial payroll runs
- Ensured compliance with federal, state, and local payroll regulations, including tax withholdings, wage garnishments, and reporting requirements
- Conducted payroll audits to identify errors or discrepancies and implemented corrective actions to resolve issues promptly
- Prepared individual tax returns for clients, ensuring accuracy and compliance with federal and state tax laws
- Assisted small business clients with tax preparation services, including sole proprietorships, partnerships, and S-corporations
- Facilitated the transition of clients from manual bookkeeping systems to QuickBooks, ensuring a smooth and efficient migration process
- Empowered thirty-five companies with meticulous financial record keeping insuring compliance with laws and regulations
- Demonstrated exceptional initiative by completing a rigorous 2-year-old bookkeeping program in a compressed time to address clients' needs during tax season
- Conducted regular reviews of client's financial records to identify opportunities for process improvement and cost savings
Bookkeeper at SHAFI SONS TEXTILE (2018-02 – 2023-08)
- Prepared Invoices in QuickBooks Desktop
- Maintaining records of financial transactions by posting and verifying
- Developing systems to account for financial transactions by establishing a chart of accounts
- Maintaining a general ledger
- Prepared financial reports by collecting, analyzing, and summarizing accounting information
- Monitored for variances from the projected budget
Bookkeeper at AL NAHAM (2011-03 – 2017-04)
- Prepared accounting records by compiling and analyzing account information
- Reconcile company's financial records to help ensure accuracy of financial statements
- Post financial transactions to accounts and prepare financial statements on a Monthly, Quarterly and Yearly Basis
- Studied financial trends to determine future business needs
Personal Banker at PrivateBank and Trust Company (2004-01 – 2005-02)
- Provided personalized banking services to clients, including account opening, loan applications, and investment consultations
- Conducted financial assessments for clients to identify their financial goals and recommend appropriate banking products and services
- Managed client accounts and transactions, ensuring accuracy and compliance with banking regulations
- Assisted clients with resolving banking issues and inquiries, providing prompt and efficient customer service
- Collaborated with other banking professionals to cross-sell products and achieve branch sales targets
- Maintained knowledge of current banking products, services, and industry trends to provide informed recommendations to clients
Operations Assistant at Midwest Bank and Trust Company (2002-05 – 2004-01)
- Opening, Closing, and maintaining checking, savings, time deposit and individual retirement account
- Dealing with cash transactions
- Opening and closing cash on daily basis
- Reporting weekly sales production
- Resolving client requests and questions promptly, courteously, and professionally
- Keeping supervisor informed of certain activities and problems
- Completing required reports and records accurately and promptly
- Attending sales meetings and training classes
- Selling banking products actively and professionally
Bookkeeper at Small Business Accountex (2000-03 – 2001-05)
- Inputting data for accounts payable and accounts receivable
- General ledger Journal entries and bank reconciliation
- Additional responsibility included word processing
- Software used: EZ Accounting, Peachtree Accounting and Excel
