• Monthly, quarterly, and yearly general ledger posting and reconciliations for individual and corporate clients• Monthly, quarterly and yearly bank reconciliations for individual and corporate clients• Monthly, quarterly and yearly preparation of financial statements for corporate and individual clients• Monthly, quarterly, and yearlyl fixed asset depreciation for corporate and individual clients• Preparation and filing of monthly, quarterly and yearly payroll submissions for… Show more • Monthly, quarterly, and yearly general ledger posting and reconciliations for individual and corporate clients• Monthly, quarterly and yearly bank reconciliations for individual and corporate clients• Monthly, quarterly and yearly preparation of financial statements for corporate and individual clients• Monthly, quarterly, and yearlyl fixed asset depreciation for corporate and individual clients• Preparation and filing of monthly, quarterly and yearly payroll submissions for federal and state agencies• Preparation of monthly, quarterly, and yearly sales tax submissions for federal and state agencies• Tax preparation and consultation services• Research and advising for corporate and individual clients• Oversight of other staff Show less

Supervised and prepared tax forms for clients

Worked in Security Benefit Production and Operations department completing objectives including: • Computation of tax liability• Research of financial statements and transactions• Inputting related financial transactions and data• End of month reconciliation• End of quarter reconciliation• End of year Reconciliation

Assisted budget director with task such as:• Computation of donation income• Computation of expenses• Creation of organizational budget • Creation of organizational strategy

• Assisted financial advisor with financial data• Provided analysis of financial transactions