Shani Davis Email & Phone Number

New York, United States

Brooklyn, US

Brooklyn, US

• Prepared and filed tax returns using UltraTax CS for Individuals, Partnerships and Corporations.
• Processed payroll on a weekly and quarterly basis using Kotapay, as well as filing payroll taxes monthly, quarterly and annually.
• Prepared and filed sales tax for 20+ clients on a monthly, quarterly, and annual basis.
• Maintained and prepared monthly bank reconciliation for over 20+ clients and analyzed their balance sheet andincome statements.
• Created invoices, printed checks and recorded receivables for clients.

• Maintain company books and balance 20-30 daily invoices using QuickBooks.
• Scan, file and retrieve checks from clients, process cash payments and maintain up to date accounting.
• Reconcile bank transactions.

• Prepare and file tax returns using Lacerate Tax Program for individuals, partnerships, and corporations.
• Maintain and update clients' QuickBooks, reconciling monthly.
• Research account transactions and resolve discrepancies in order to effectively communicate necessary steps to correct future errors.
• Communicate with clients on a daily basis.
• Oversee fiscal activity of real estate clients, owning over 80 buildings. Tasks include, scanning, filing and entering in all checks receiving from clients and other vendors, entering in utility bills and reconciling.

• Provided local taxpayers with free tax return preparation by accounting students, in effort to provide both a valuable community service and a powerful hands-on learning experience
• Intermediate preparer, qualified to deal with moderately complex tax return cases
• Gained experience communicating with clients on a professional basis
• Prepared and filed tax returns
• Evaluated tax situations of various clients and made recommendations for their tax return

• Classified recorded and summarized financial data to keep financial records by inputting sales receipts and invoices using QuickBooks.
• Created and organized documents for workers to facilitate transportation of products for numerous stores.

Performed general office duties, including filing, faxing, reviewing and responding to emails, answering phone calls.Maintained payment requests, invoices, transcribed data, mailed clients.Prepared invoices, reports and letters using Microsoft Word and Excel.Opened, sort and distributed incoming mail, including faxes and emails.Filed and retrieved.

Bachelor'S Degree, Accounting And Business/Management

Associate'S Degree, Liberal Arts And Sciences/Liberal Studies