Summary
Overview
Work History
Education
Skills
References
Timeline
Generic

Angela Price

York

Summary

Detail-oriented Tax Preparer with extensive experience in tax regulations and financial reporting. Proven track record in client management and compliance review, ensuring accurate and timely processing of individual tax returns.

Overview

37
37
years of professional experience

Work History

Tax Preparer

Jackson Hewitt
Rock Hill
01.2013 - Current
  • Reviewed client documents to ensure compliance with tax regulations.
  • Prepared individual tax returns accurately and efficiently.
  • Assisted clients in gathering necessary financial documents for filing.
  • Utilized tax software tools for data entry and calculations.
  • Explained tax preparation processes to clients clearly and effectively.

Cash Application and Funding Manager

Financial Carrier Service, LLC dba TBS Charlotte
Charlotte
08.2018 - 12.2025
  • Oversaw funding to ensure all clients were funded correctly by ACH, wires, and/or fuel cards.
  • Prepared detailed reports on payables to be approved to be paid.
  • Oversaw posting $400K to over $2 million; payments were posted correctly.
  • Managed 3 to 6 team members on a daily basis.
  • Pulled daily reports from the bank.
  • Entered journal entries daily.
  • Processed refunds monthly.

Office Manager

American Title Loans
Rock Hill
10.1998 - 09.2017
  • Processed title loans on a daily basis.
  • Collected and posted payments daily.
  • Made daily deposits.
  • Balance the checkbook daily.
  • Managed daily office operations and ensured smooth workflow.

Accounts Receivable Clerk

Diversified Printing
Charlotte
12.1996 - 03.1998
  • Processed customer invoices accurately and efficiently for timely payments.
  • Processed invoices, credit memos, and other documents related to accounts receivable.
  • Monitored accounts receivable report, checking for late, delinquent, or missing invoices, and payments.

Billing Specialist

International Paper
Memphis
11.1988 - 11.1996
  • Managed billing cycles to ensure timely invoicing and payments.
  • Reviewed and reconciled billing discrepancies with clients and internal teams.
  • Made sure invoices went out in a timely manner.

Education

High School Diploma -

Rock Hill High School
Rock Hill, SC
06-1986

Skills

  • Tax regulations
  • Tax software
  • Data entry
  • Compliance review
  • Financial reporting
  • Client management
  • Payment processing
  • Document organization
  • Team leadership
  • QuickBooks proficiency
  • Finance
  • Account reconciliation
  • Accounting software mastery
  • Excel
  • Cash posting
  • Funding
  • Fuel cards
  • Bank statements
  • NetSuite
  • Jack Henry

References

References available upon request.

Timeline

Cash Application and Funding Manager

Financial Carrier Service, LLC dba TBS Charlotte
08.2018 - 12.2025

Tax Preparer

Jackson Hewitt
01.2013 - Current

Office Manager

American Title Loans
10.1998 - 09.2017

Accounts Receivable Clerk

Diversified Printing
12.1996 - 03.1998

Billing Specialist

International Paper
11.1988 - 11.1996

High School Diploma -

Rock Hill High School
Angela Price