Susana Martinez-Saucedo

Susana Martinez-Saucedo

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location of Susana Martinez-SaucedoRaleigh, North Carolina, United States

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  • Timeline

  • About me

    East Carolina University Accounting Graduate

  • Education

    • Campbell University

      2015 - 2019
      Bachelor's degree Graphic Design

      GPA: 3.7

    • East Carolina University

      2019 - 2023
      Bachelor's degree Accounting

      GPA: 3.5

  • Experience

    • 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
    • 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

    • 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

    • Williams Overman Pierce, LLP

      Jan 2024 - now
      Staff Accountant
  • Licenses & Certifications

    • Certified Tax Specialist (CTS)

      H&R Block
      Dec 2021