Part-time Bookkeeping and Tax Preparer Resume

Candidate Pitch:

To join a team of part-time professionals as an Enrolled Agent where I can use my expertise in both personal and corporate taxes while also expanding my knowledge by working with a great team. TEXAS DEPARTMENT OF STATE HEALTH SERVICES Director IV (Budget Director) – Budget Section, July 2018 – Present • Direct the operations of the Budget Section. • Oversee budgets totaling $1.0 billion annually. • Supervise 35 employees. • Coordinate the development and submission of the agency appropriations request. • Monitoring $9 billion of FEMA assistance since March 2020 as a result of the COVID response and an additional $2 billion in other federal funding as a result of COVID federal regulations. • Lead cross agency workgroups. • Coordinate the development and approve agency operating budgets. • Review and approve all agency budget journals. • Represent the Chief Financial Officer before oversight agencies. • Approve cost estimates for proposed legislation. INTUIT Tax Expert – January 2023 – April 2023 • Complete simple and complex tax returns for customers, consisted of but not limited to Self-Employment, sell of stock and bonds and Schedule K-1’s. • Use TurboTax Intuit system to assist customers. • Advised customers with ensuring they have all needed tax data and sure the customers maintained that record. • Answered detailed customer tax questions over the phone or via chat. TEXAS DEPARTMENT OF STATE HEALTH SERVICES Interim Director III (Interim Budget Director) – Budget Section, April 2018 – June 2018 • Direct the operations of the Budget Section. • Oversee budgets totaling $0.7 billion annually. • Supervise 25 employees. • Coordinate the development and submission of the agency appropriations request. • Lead cross agency workgroups. • Coordinate the development and approve agency operating budgets. • Review and approve all agency budget journals. • Represent the Chief Financial Officer before oversight agencies. • Approve cost estimates for proposed legislation. Director II (Assistant Budget Director) – Budget Section, December 2016 – April 2018 • Establish financial control totals. • Supervise performance measure reporting. • Oversee budgets totaling $0.7 billion annually. • Supervise 11 employees. • Forecast financial needs and available funding. EXPERIENCE (CONTINUED) • Supervise the preparation of the agency appropriations request and operating budget. • Approve cost estimates for proposed legislation Interim Director II (Interim Assistant Budget Director) – Budget Section, June 2016 – November 2016 • Establish financial control totals. • Supervise performance measure reporting. • Oversee budgets totaling $0.7 billion annually. • Supervise 11 employees. • Forecast financial needs and available funding. • Supervise the preparation of the agency appropriations request and operating budget. • Approve cost estimates for proposed legislation Budget Analyst V (Reporting Team Lead) – Budget Section, March 2013 – May 2016 • Supervise 9 employees. • Establish financial control totals. • Supervise performance measure reporting. • Supervise the preparation of the agency appropriations request and operating budget. • Prepare the monthly financial report and other legislative request. NUMBERS ON THE GO Bookkeeper/Tax Preparer – April 2008 – November 2013 • Complete simple and complex tax returns for customers and maintained customers financial records with QuickBooks Desktop. Some of the complex returns consisted of but not limited to Self-Employment, sell of stock and bonds and Schedule K-1’s. • Ensured customers maintained adequate financial records and balanced books routinely to ensure proper records. • Filed payroll taxes and IRS taxes on a timely basis. • Audited financial records routinely and closed books annually after the customers financial year closes. TEXAS DEPARTMENT OF STATE HEALTH SERVICES Budget Analyst IV (Reporting Budget Analyst) – Budget Section, April 2012 – February 2013 • Developed and maintained databases. • Establish financial control totals. • Prepared Legislative Appropriations Request (LAR) – Strategies, Substrategies, and Exceptional Items. • Prepare the Operating Budget. • Prepare the monthly financial report and other legislative request. • Computed expenditure monthly projections and compared to budgeted amounts. • Prepared special ad hoc financial reports for Legislative Budget Board, Governor’s Office, and agency management. EXPERIENCE (CONTINUED) TEXAS HEALTH AND HUMAN SERVICES COMMISSION Program Specialist V (SHARS Coordinator) – Rate Analysis, December 2009 – April 2012 • Conducted continuous desk reviews and analysts for financial reports. • Assist in creation of an electronic cost report adjustment tool. • Conduct programmatic and fiscal monitoring of selected contractors. • Review SHARS Annual Cost Reports. • Monitor RMTS reports for accuracy. Program Specialist V (MAC/RMTS Coordinator) – Rate Analysis, October 2007 – November 2009 • Conducted continuous desk reviews and analysts for financial reports. • Assist in creation of an electronic cost report adjustment tool. • Conduct programmatic and fiscal monitoring of selected contractors. • Review MAC Annual Cost Reports. • Monitor RMTS reports for accuracy. TEXAS DEPARTMENT OF STATE HEALTH SERVICES Program Specialist VI (Reporting Team Lead) – Budget Section, January 2006 – October 2007 • Supervise 5 employees. • Establish financial control totals. • Supervise performance measure reporting. • Supervise the preparation of the agency appropriations request and operating budget. • Prepare the monthly financial report and other legislative request. • Computed expenditure monthly projections and compared to budgeted amounts. • Prepared special ad hoc financial reports for Legislative Budget Board, Governor’s Office, and agency management. JACKSON HEWITT Tax Preparer – January 2005 – April 2005 • Complete simple and complex tax returns for customers, returns consisted of but not limited to Self-Employment, sell of stock and bonds and Schedule K-1’s. • Use the Jackson Hewitt Profile system to enter the customers tax data and answered any customer questions while I was entering the data. • Keep files for customers with all of the tax data and make sure the customers have a copy of their tax data also. • Answered detailed customer tax questions over the phone or in person. • File all customer returns and keep a Balance log for all returns that I complete daily. • Closed tax office and complete closing procedures. TEXAS DEPARTMENT OF STATE HEALTH SERVICES Budget Analyst IV (Reporting Budget Analyst) – Budget Section, June 2004 – December 2005 • Developed and maintained databases. • Establish financial control totals. • Reconciled Legislative Budget Board’s ABEST accounting system to State Comptroller’s USAS accounting system. EXPERIENCE (CONTINUED) • Prepared LAR and Governor’s Operating Budget, which involved analysis of historical performance, revenues, and expenditures as well as projecting future performance, revenues, and expenditures. • Prepare the Operating Budget. • Prepare the monthly financial report and other legislative request. • Computed expenditure monthly projections and compared to budgeted amounts. • Prepared special ad hoc financial reports for Legislative Budget Board, Governor’s Office, and agency management. • Assist in the consolidation of multiple agencies due to HB 2292 Budget Analyst III (Reporting Budget Analyst) – Budget Section, July 2003 – May 2004 • Developed and maintained databases. • Establish financial control totals. • Reconciled Legislative Budget Board’s ABEST accounting system to State Comptroller’s USAS accounting system. • Prepare the SAO Quarterly Contract Workforce Report. • Prepare the monthly financial report and other legislative request. • Prepared special ad hoc financial reports for Legislative Budget Board, Governor’s Office, and agency management. Accountant IV (Program Accountant) – Family and Community Health Services, April 2001 – June 2003 • Review and modify CSHCN client projections. • Review and modify CSHCN performance measures. • Track and report revenues and expenditures. • Analyze expenditure trends to identify potential funding problems. • Provide financial assistance to the programs, including regional staff. • Maintain and monitor the CSHCN database and coordinate loading new data into the NHIC on a monthly basis. Accountant III (Program Accountant) – Family and Community Health Services, November 2000 – March 2001 • Review and modify CSHCN client projections. • Prepare monthly and quarterly reports for CSHCN • Review and modify CSHCN performance measures. • Provide financial assistance to the programs, including regional staff. • Maintain and monitor the CSHCN database and coordinate loading new data into the NHIC on a monthly basis. TEXAS REHABILITATION COMMISSION Administrative Technician III, Financial Services, September 2000 – November 2000 • Track and process all TRC29’s. • Prepare recurring reports, narratives and type meeting summaries as requested. • General office duties. TEXAS DEPARTMENT OF PROTECTIVE AND REGULATORY SERVICES Human Resources Assistant, Human Resources, November 1999 – August 2000 • Process benefits transactions resulted from new hires, transfers, leave without pay, extended sick leave and separations. • Provide policy and procedural information to employees. • Provide insurance/benefits orientation to new employees and assist with form completion. • Provide information regarding insurance premiums and other insurance options. Clerk V, Human Resources, September 1998 – November 1999 • Prepare, audit and enter benefit forms into IEBS. • Complete workers compensation claims. • Complete monthly status reports. LIBERTY UNIVERSITY - ONLINE Bachelor of Science, Accounting, March 2015 · Extensive knowledge of QuickBooks Pro for Windows, TurboTax Online and Desktop, Microsoft Suite MS 365 all applications, and numerous accounting software. CERTIFICATE • Enrolled Agent – Internal Revenue Service o September 2023. SOFTWARE EXPERIENCE • Spreadsheet – Microsoft Excel, and Quattro Pro. • Database – Microsoft Access. • Word Processing – Microsoft Word and Word Perfect. • Presentations – Microsoft Power Point and Harvard Graphics. • Quickbooks • TurboTax • Jackson Hewitt Tax software ACCOUNTING SYSTEMS EXPERIENCE • People Soft, TDH Mainframe, and Comptroller’s USAS.