• Conduct tax interviews with clients face to face and through virtual tools - video, phone, chat, and email.• Collect and review relevant financial records, documents, and forms needed to prepare returns.• Input data from financial records into the tax software.• Prepare accurate and complete individual tax returns.• Attend H&R Block training courses and seminars to remain current on tax law and procedures.

Identified and communicated discrepancies to the Treasurer and PTA President. Reviewed financial transactions for quality and accuracy. Ensured compliance with established PTA bylaws, policies, procedures and documentation. Published financial reports, using MS Excel, and provide recommendations to the board and the PTA association. Improved processes to eliminate errors when recording income and expenses.

Reconciled and analyzed income and expense general ledger accounts using PTA EZ accounting software. Submitted monthly and yearly comprehensive reports detailing the use of funds. Assisted in developing a budget for the school year allowing funds to be fairly distributed among the different fundraising programs. Participated in monthly and yearly general association meetings with PTSA President and school Principal.

Recorded monthly expenses and month end accruals, using PeopleSoft and SAP accounting software, for various corporate groups. Reconciled and provided analytical review of general ledger accounts for department managers to ensure accurate Operations, Management & Administrative reporting. Analyzed and resolved accounting discrepancies for several complex (due to foreign currencies) general ledger accounts. Created, and implemented procedure manuals to improve efficiency for reconciling banks and accrued liabilities accounts. Trained and supervised employees ensuring they maintained fastidious attention to detail when recording journal entries and preparing monthly statements.

Analyzed and generated inter-company invoices and statements across 7 operating divisions. Monitored accounts receivable and accounts payable for issues and discrepancies and took corrective actions to resolve discrepancies. Paid and netted inter-company accounts in local and foreign currencies. Verified invoices for accuracy and timely recording of inter-company invoices.