Theresa Emery
Barnstable,MA
Summary
Experienced accountant and financial professional with a strong background in tax preparation, financial statement preparation, and bookkeeping. Proven ability to manage multiple tasks efficiently in fast-paced environments, offering over 10 years of experience in both accounting and bookkeeping. Committed to delivering exceptional customer service and adept at problem-solving and resolving discrepancies.
Overview
26
26
years of professional experience
Work History
Accountant
Stephan P McMahon & Co
06.2021 - Current
- Prepare tax returns for corporations, partnerships, and individuals including federal state and local tax returns, tax planning, estimated payments and extensions
- Prepare annual, quarterly or monthly financial statements by providing monthly bookkeeping Reconcile bank and credit card statements and identify discrepancies in Accounts Receivables and Accounts Payables
- Review and respond to tax notices in a timely manner
- Prepare subcontractor 1099’s for business owners. File annual reports for businesses and form entities such as LLC's S-Corps and Partnerships for clients.
Lead Pharmacy Technician
CVS Pharmacy
01.2009 - Current
- Assist the pharmacist in managing and fulfilling orders
- Juggle many tasks including inventory management, supply ordering, special orders, and phone work
- Handle customer complaints and problems; resolve issues by utilizing resources such as contacting doctors, and insurance companies.
Accounts Payable/Receivable Specialist
Cape Cod Aggregates
06.2017 - 05.2021
- Obtains revenue and pays invoices by verifying and completing payable and receivable transactions
- Key Accomplishments: Review and process all invoices for approval prior to payment: research any discrepancies and post charges to correct finance accounts: process checks weekly
- Apply payments to customer accounts: make daily deposits
- Process monthly Sales Use Tax report
- Prepare 1099's yearly.
First Year Tax Professional
H&R Block
01.2021 - 04.2021
- Conduct face-to-face tax interviews with clients
- Prepare complete and accurate tax returns
- Support office priorities through teamwork and collaboration.
Bookkeeper
Cape Cod Chabad Center
01.2008 - 01.2009
- Conduct daily, weekly, and monthly accounting activities including timely and accurate accounts payable, accounts receivable, payroll, and bank reconciliations
- Key Accomplishments: Manage A/P and A/R responsibilities including maintaining proper documentation, completing payments and controlling expenses by receiving, processing, verifying, and reconciling invoices
- Processed bank reconciliations and financial reports to verify proper practice of due diligence
- Administered payroll including processing electronic deposits and employee pay adjustments.
Cash Office Assistant and Bookkeeper
Stop and Shop
01.1999 - 01.2009
- Maintained cash for the organization including collecting monies and sales receipts from cashiers and managers at the end of shifts
- Key Accomplishments: Counts all monies, compares and verifies totals against receipts or other documentations
- Noted any discrepancies or questionable transactions.
Volunteer Income Tax Assistance
VITA Program
01.2007 - 01.2007
- Prepared taxes for individuals
- Complete tax forms in accordance with policies and in compliance with legislation and regulations.
Education
Bachelors of Science in Accounting and Finance -
BRIDGEWATER STATE UNIVERSITY
Bridgewater, MA01.2016
Associates of Science in Business Administration/Accounting -
CAPE COD COMMUNITY COLLEGE
West Barnstable, MA01.2008
Skills
- Microsoft Office
- Microsoft Office Excel
- Quickbooks
- Accounting
- Outlook
- Bank Reconciliation
- Problem-solving skills
- Team Collaboration
- Workflow Optimization
- Accounting and bookkeeping
- Accounts Payable and Receivable
- Federal and state tax returns
Timeline
Accountant
Stephan P McMahon & Co
06.2021 - Current
First Year Tax Professional
H&R Block
01.2021 - 04.2021
Accounts Payable/Receivable Specialist
Cape Cod Aggregates
06.2017 - 05.2021
Lead Pharmacy Technician
CVS Pharmacy
01.2009 - Current
Bookkeeper
Cape Cod Chabad Center
01.2008 - 01.2009
Volunteer Income Tax Assistance
VITA Program
01.2007 - 01.2007
Cash Office Assistant and Bookkeeper
Stop and Shop
01.1999 - 01.2009
Bachelors of Science in Accounting and Finance -
BRIDGEWATER STATE UNIVERSITY
Associates of Science in Business Administration/Accounting -
CAPE COD COMMUNITY COLLEGE
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