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.