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Income tax preparation

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Summary of Qualifications
•	15+ Years of Full Cycle Accounting Experience
•	Expert knowledge of all phases of Accounts Receivable and Accounts Payable
•	5 Years of collections on a multi- million Trial Balance Aging Report
•	5 Years of using Microsoft Dynamics
•	Intermediate use of Microsoft Excel, Microsoft Outlook and Microsoft Word
•	Very fluent using Google Chrome, Internet Explorer, Facebook and Yahoo 
•	Excellent communication, interpersonal and meeting facilitation skills
•	Sales Tax preparation for 33 states
•	Exceeded all monthly sales goals



                                                 

Income Tax Returns 

•	Preparation of Income tax returns for 45-50 clients


•	Exercised good judgment and discretion, maintained confidentiality, utilized strong customer service skills, organized and detail-oriented
•	Prepared Monthly sales tax returns for 33 states
•	Worked as a self-starter and comfortable with little to very minimal supervision
•	Responsible for all Accounts Receivable (A/R) and Accounts Payable (A/P) for 1,000+ accounts
•	Posted and balanced approximately multi-million dollars monthly to customer accounts, using Microsoft Dynamics Axapta
•	Reconciled Monthly Credit Card Reports
•	Handled monthly incoming and outgoing ACH Payments for one-time and reoccurring payments
•	Balanced and prepared daily deposits and transferred them to a local bank on a daily basis
•	Processed monthly credit card charges to customer accounts using various software programs
•	Entered vendor invoices and paid multi-million dollars monthly to outside vendors while simultaneously keeping all vendor accounts       current
•	Created debit/credit memos 

Accounting Manager

•	Met all monthly sales goals
•	Set up new vendor accounts, input all vendor invoices and finalized check requests into the financial system and prepared check runs using   Great Plains Software
•	Reconciled all employee expense reports, allocated expenses to the correct departments
•	Scheduled and maintained calendar of appointments, meetings and travel itineraries for executives and their clients
•	Verified credit worthiness of new customers and utilized strong customer service skills
•	Made collection calls on past due accounts
•	Utilized excellent interpersonal skills with clients, vendors and coworkers


Customer Service Rep. Promoted to Staff Accountnt

Find out detailed information about Marsha Ackling, Income tax preparation in Murrieta, CA

Marsha Ackling: Income tax preparation in Murrieta, CA

Marsha Ackling