Mena Rezkalla

• Prepared individual and business tax returns utilizing tax software to ensure compliance with regulations.
• Analyzed client financial data to identify potential deductions and credits, maximizing tax benefits.
• Assisted clients in understanding tax obligations and filing procedures to promote informed decision-making.
• Reviewed and corrected discrepancies in tax filings to enhance accuracy and reduce audit risks.
• Maintained up-to-date knowledge of tax laws and changes to provide accurate guidance to clients.
• Collaborated with team members during peak season to streamline workflow and improve service delivery.
• Educated clients on tax planning strategies to optimize future financial outcomes and minimize liabilities.
• Implemented process improvements that enhanced efficiency in client document collection and organization.
• Analyzed financial records to verify accuracy of tax returns.
• Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
• Increased client satisfaction by providing accurate and timely tax preparation services.

• Managed monthly financial close processes ensuring accuracy and compliance with hospital regulations.
• Oversaw budget preparation, monitoring variances to optimize departmental spending.
• Implemented cost-saving initiatives resulting in improved resource allocation across departments.
• Directed audit preparations, collaborating with external auditors to enhance financial transparency.
• Trained and mentored junior accounting staff, fostering a culture of continuous improvement and professional growth.
• Utilized advanced accounting software for financial reporting, improving efficiency and data accuracy.
• Analyzed financial data to support strategic decision-making for hospital management teams.
• Managed journal entries, collection efforts, reconciliations, and payroll processing.
• Managed banking reconciliations and monthly balance sheet statements.

Transitioned to loan officer role after five years in banking, focusing on facilitating loan processes and enhancing client relationships over an eight-year tenure.