Susana Martinez-Saucedo

Experience

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  H&R Block

  Jan 2021 - Apr 2023

  • Submit 100+ returns on behalf of clients based on their income, expenses, and dependents for the year• Answer 20+ tax questions in person and over the phone daily• Assist receptionists with any tax related concerns• Over $35,000 of revenue earned for the company in two tax seasons • Complete payroll and print checks for 5 companies and their employees• Reconcile monthly bank statements for 8 companies• $5,000+ returned to client from NC DOR in October 2021 due to revision of prior sales tax reports submitted from 2018 to 2020 • Set appointments for 10-40 customers daily• Scanned over 50 returns daily into client’s individual digital folder• Ran payments through POS system daily

  • Tax Preparer

    Jan 2022 - Apr 2023

  • Bookkeeping Assistant

    May 2021 - Apr 2023

  • Front Desk Receptionist

    Jan 2021 - May 2021
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  Anna Pi CPA

  Aug 2022 - May 2023

  Remote Bookkeeper/Tax Preparer

  • Prepared 60+ corporate returns and 40+ personal returns for clients• Prepared over 150 financial statements for multiple clients• Maintained personal and business books for 15+ clients

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  Williams Overman Pierce, LLP

  May 2023 - Aug 2023

  Interning Staff Accountant

  • Assisted Senior Accountants in audit of hospice by filling out 20+ work papers• Completed 8 years of tax returns for client• Input 12 months of payroll into QuickBooks for client

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  Williams Overman Pierce, LLP

  Jan 2024 - now

  Staff Accountant