Benjamin Rogel-Herrera Email & Phone Number

Seattle, Wa, Us

• Helped identify analytical trends in the account balances for both the year-end Income Statement and Balance Sheet accounts.• Sent out confirmation letters, usually pertaining to cash, accounts receivable and debt accounts, to the client and bank in order to verify the year-end amounts.• Assisted with the planning and preparation of the audit engagements.• Prepared the engagement budget using the application EMT.• Performed detail testing of transactions in the cash, investments, loans, inventory, property, plant and equipment, prepaid expenses, intangible assets, accounts payable, revenue and expenses accounts.• Assisted in evaluating internal control activities and finding any control deficiencies.

Campbell, Ca, Us

• Prepared more than 110 tax returns from a variety of clients: couples, families, and single individuals in a fast-paced environment.• Created database using the application SmartVault to help store clients’ documents.

Tokyo, Jp

• Processed and validated all of the monthly supplier invoices ensuring that they were paid on schedule.• Scanned hard copy monthly invoices into PDF format to maintain saved copies stored on file.• Received and completed weekly purchase order reports, via Microsoft Excel, to accurately keep track of all the paid weekly invoices.• Promptly emailed suppliers for revision of incorrect invoices received.• Created monthly invoice distribution lists, via Microsoft Excel, to help keep track of the month’s paid invoices.

• Sent emails notifying clients’ of any changes made toward their estate planning documents in a timely manner.• Scanned and saved documents, such as wills and durable powers of attorney.• Edited clients’ wills and durable powers of attorney.• Updated and managed the law office’s client list sheet whenever new clients joined.• Created an Excel chart detailing and recording all monthly expenses.• Prepared and edited a Petition of Probate for a client before the deadline.• Wrote labels to help keep track of all of the new clients’ estate planning files.

Master Of Science - Ms, Accounting

Associate’S Degree, Aba Approved Paralegal Program

Bachelor’S Degree, Legal Studies, General