Prepare accurate and timely financial statements, including income statements, balance sheets, and cash flow statements. Ensure compliance with Generally Accepted Accounting Principles (GAAP) and company policies.
Collaborate with management to develop annual budgets and financial forecasts. Monitor budget variances and provide recommendations for cost control and optimization.
Manage tax filings, including income tax, sales tax, and payroll tax. Stay updated on tax laws and regulations, ensuring the company's compliance and minimizing tax liabilities.
Implemented an automated financial reporting system, reducing the monthly closing process by 20% and minimizing errors.
Successfully led a cross-functional team to achieve a 15% reduction in annual operating expenses through cost-cutting initiatives and process improvements.
Conducted a comprehensive tax audit, resulting in the identification of tax credits and deductions that saved the company $50,000 in annual tax liabilities.
Manage accounts payable and receivable processes, including invoice processing, vendor payments, and customer billing. Ensure accurate and timely recording of transactions.
Perform monthly bank reconciliations to verify the accuracy of financial transactions and identify discrepancies.
Assist in financial statement analysis, variance analysis, and financial modeling to support decision-making processes.
Improved accounts receivable collection efficiency, reducing outstanding receivables by 15% within six months.
Implemented a streamlined expense tracking system that reduced processing time by 30%, resulting in cost savings and improved accuracy.
Assisted in the successful audit process, resulting in zero audit findings and improved financial transparency.
Prepare federal, state, and local tax returns for individuals and businesses, ensuring compliance with all applicable tax laws and regulations.
Provide tax planning and advisory services to clients, identifying opportunities for tax savings and recommending strategies to minimize tax liabilities.
Build and maintain strong client relationships, addressing tax-related inquiries, and providing exceptional customer service.
Successfully reduced a client's tax liability by 20% through effective tax planning and restructuring of their business operations.
Achieved a 98% client satisfaction rate through clear and timely communication, meeting all tax filing deadlines, and exceeding client expectations.
Developed and delivered tax seminars to clients, enhancing their understanding of tax laws and strategies, resulting in improved compliance and reduced tax risks.
Data Analysis
Communication Skills
Project Management
Templates
Templates