Summary
Overview
Work History
Education
Skills
Timeline
Enrolled Agent
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Sydney Smithey

Maurice

Summary

Detail-oriented Tax Preparer with three 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 Advisor

Wealth Advisors
01.2024 - Current
  • Prepared and filed accurate federal and state tax returns for individuals and businesses, ensuring compliance with all relevant tax laws and regulations.
  • Assisted clients in organizing and gathering necessary documentation for tax preparation, ensuring completeness and accuracy.
  • Managed daily financial transactions and reconciliations using QuickBooks, resulting in accurate and up-to-date financial records.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.

Staff Accountant

Phillips, Goodson, & Co. LLC
02.2023 - 01.2024
  • Prepared tax returns for 1040's, 1041's, 1065's, and 1120S's.
  • Reviewed financial documents, reports and statements.
  • Monthly and Quarterly payroll

Financial Auditor

Louisiana Legislative
09.2021 - 02.2023
  • Evaluated internal controls and accounting systems to identify potential areas for improvement and implemented best practices.
  • Analyzed financial statements, balance sheets, income statements, and other financial reports to verify their integrity and consistency.
  • Conducted thorough financial audits to ensure accuracy and compliance with established standards and regulations.

Internship

Wright & Moore CPA Firm
03.2021 - 08.2021
  • Prepared tax returns for individuals, partnerships and businesses.
  • Performed reconciliation of monthly bank statements and general ledger through Quickbooks.
  • Routed client calls to proper department through multiline phone system.

Education

Bachelor's degree - Accounting

University of Louisiana at Lafayette
Lafayette, LA
05.2021

Skills

  • Auditing
  • QuickBooks
  • Financial auditing
  • GAAP
  • Accounting
  • Account reconciliation
  • Tax experience
  • Tax compliance
  • Financial analysis
  • Tax-related research
  • Direct IRS filing
  • Bookkeeping

Timeline

Tax Advisor

Wealth Advisors
01.2024 - Current

Staff Accountant

Phillips, Goodson, & Co. LLC
02.2023 - 01.2024

Financial Auditor

Louisiana Legislative
09.2021 - 02.2023

Internship

Wright & Moore CPA Firm
03.2021 - 08.2021

Bachelor's degree - Accounting

University of Louisiana at Lafayette

Enrolled Agent

I am currently studying part one of three of the enrolled agent license.

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Sydney Smithey