Serves as a Tax Preparer, Tax Reviewer, Accountant and primary contact for over 250 accounts- Manages & advises clients on specialized tax issues - Works with clients to provide forecasting/projections for assorted tax scenarios - Resolves IRS / miscellaneous state regulatory agency notices- Collaborates with client advisory team to provide accurate financial data & reports

Serves as a Tax Preparer, Tax Reviewer and Accountant for firm clients. Reviews and corrects journal entries, reconciliations, and financial statements of clients. Consults select clients on internal bookkeeping and financial statement issues. - Creates and maintains financial reports of clients for both internal and external sources. Certifies correctness within financial information and distributes information across various parties. - Designed and implemented firm-wide quality control procedures to ensure correct financial data and client products. - Consults with Clients with technology solutions related to software integrations and communications - Researched and implemented multiple accounting software for firm-wide use to decrease preparation time and increase product quality. Provides training for firm staff and serves as operational manager of computers and software systems.

Served as the Accounts Receivable and Accounts Payable departments. Responsible for job cost tracking and client payment processing. Assisted with preparation of internal financial statements. Advised organization management on best practices for record keeping and internal controls. Prepared and processed payments for clients and vendors. Responsible for bank deposits and recording. - Reconciled and corrected prior errors in company financials that result from employee mismanagement. Vastly improved job cost detail to assist sales team to assess billing and value of inventory. - Implemented internal inventory audit processes to maintain accurate inventory valuation records and identify misappropriated or lost assets. - Responsible for identifying applicability of sales tax for sales and purchases. Researched sales tax guidance and processes to ensure compliance with applicable laws. - Led organization in converting document storage and records into electronic format. Researched and presented solutions for record keeping and business process efficiencies with management to obtain feedback and communicate benefits of transitions.

Prepared federal and state tax returns for corporations, partnerships, and individuals. Responsible for investigating client documents to record received documents and identify missing information. Prepared journal entries to adjust internal financial statements of clients. - Collaborated with team members to review financial statements and trial balances of clients and their businesses. - Administrated large data imports to accounting software to prepare returns efficiently.

Served on the Desktop Support team for UTHealth across five campuses. Responsible for asset tracking, maintenance, and repairs. Communicated with employees of all levels to provide services. - Assisted in organizing and implementing campus-wide computer replacement projects, which involved replacing the desktops, printers, and scanners at over 600 stations. - Implemented a new asset tracking system which led to more efficient asset tracking and financing data for leased components. - Improved efficiency of repairs and tracking by converting data tracking from paper to e-tablets.