Work with clients to ensure their tax returns are prepared correctly and before the filing deadlines
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Tax Preparer, Registered tax filer
I am seeking a full-time position as a legal assistant or a job in a related field such as finance, banking or accounting.
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Trust & Estate Paralegal, administrative assistant, estate & gift tax returns, liason with client & attorneys, filings with the court, probate & admin. petitions
I am a CERTIFIED FINANCIAL PLANNER™ practitioner certified by the Certified Financial Planner Board of Standards in Denver, Colorado. I am also a Registered Tax Return Preparer on personal and small business taxes for ten years. In addition, working as a financial planner for the last six years. It has been challenging and exciting working with clients to help them reach their life goals and secure their financial future ...
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Certified Financial Planner, Tax Preparer, Life Planning, Financial Planner, Retirement Planner
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Financial Statements, Cash Management, Business Plans, Budgets, Forecasting, Taxation, Internal Control, Consulting, Negotiations, Payroll Preparation, Supervision of Employees, Strategic Skills and Vision, Communication, Auditing, Job Costing, Inventory Control, Breakeven Analysis, Corporate Documentation, Time Management, Research and Development, Patent Management, Patent Accounting, Organizational Skills, Consolidations, Policies and Procedures, Lease Management and Accounting, Grant Management and Accounting, Venture and Debt Capitalization, Financial Planning, Independent, Ethical, Revenue Models, Presentations, Integrity, Writing Skills, Team Building, People Skills, Management Skills, Departmental Coordination, GAAP, GAAS, FIFO and LIFO, Goodwill, Revenue Recognition, Cost of Goods Sold, Bad Debt Management, Cash and Accrual Accounting, Accounts Receivable Management, Accounts Payable Management, Fixed Asset Accounting, Depreciation, Union Negotiations, Contract Administration, Gross Margin Analysis, Inventory Valuation Methods, Portfolio Management, Trust Accounting, Projections, Chart of Accounts, General Ledger, Journals, Credit Terms, Matching Principle, Trial Balance, Executive Summaries, Title IV Funding, Multi-State Taxation, IRS Negotiations, Tax Litigation, Teaching, Curriculum Development, Tax Planning, Tax Compliance, Automated Conversions, Performance Evaluations, Problem Solving, Automated Billing, Manual Billing, Application Approvals, Vendor Contacts, Purchase Orders, Invoice Verification, Benefits Implementation, Insurance Management, Loan Negotiations, Banking Contacts, Payroll Tax Returns, Federal Tax Returns, State and Local Tax Returns, QuickBooks, Microsoft Excel, Microsoft Office, Peachtree Accounting, TurboTax, Accounting
