Isaac Henry
Santa Monica,CA
Summary
Detail-oriented tax preparer with multiple years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.
Overview
5
5
years of professional experience
Work History
Tax Preparer
Fiscal Law Office
03.2021 - Current
- Review clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Complete and file returns with tax departments at local, state and federal levels.
- Maintain complete records of client tax returns and supporting documentation in secured areas.
Accounting Clerk
Bank Of The Sun
09.2019 - 02.2021
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Input high volume of monthly invoices with consistent accuracy.
- Maintained accurate and complete documentation to facilitate accounting and filing functions.
Accounting Intern
America´s Bank
04.2019 - 09.2019
- Completed closing and reporting functions and prepared journal entries.
- Applied principles of accounting to analyze financial information and prepare financial reports.
- Pitched in to help manager with special projects.
Education
Bachelor of Science - Finance
California State University
Los Angeles, CAHigh School Diploma -
Crossroads School For Arts & Sciences
Santa Monica, CASkills
- Tax return preparation
- Financial statement review
- Corporate tax preparation
- Data gathering
- Bookkeeping
- Tax law compliance
Timeline
Tax Preparer
Fiscal Law Office
03.2021 - Current
Accounting Clerk
Bank Of The Sun
09.2019 - 02.2021
Accounting Intern
America´s Bank
04.2019 - 09.2019
Bachelor of Science - Finance
California State University
High School Diploma -
Crossroads School For Arts & Sciences
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