Bernice Laing
Ladismith
Summary
A dedicated professional with a history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. A strong leader and problem-solver. Use independent decision-making skills and sound judgment to positively impact company success. An organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. A detail-oriented team player with strong organizational skills. The ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
22
22
years of professional experience
1
1
Certification
Work History
ERC Tax Accountant
Ayar Accounting LLC and Rapid Tax Solutions
09.2022 - Current
- Skilled at working independently and collaboratively in a team environment.
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in a team setting, providing support and guidance.
- Data entry of all salaries for companies for 2020 and 2021 on Excel spreadsheets.
- Looking to see if the client qualifies for ERC based on Shutdown, GR decline, or Supply Chain Issues.
- Making sure wages tie out with 941’s.
- Looking to see if the client had any PPP loans for 2020 or 2021.
- Adding all information in workbooks regarding PPP loans, qualifying ERC period, EIN number, company address, and 941 amounts.
- When all wages tie out, calculate the ERC claim.
- If wages do not tie out, research and see why. Call clients to discuss wage discrepancies and ask for updated wage reports.
- Work with document collectors to get any outstanding documents that might be needed to calculate the ERC claim.
- Working with the head attorney if any discrepancies need to be addressed.
- Working on platforms PracticePanther, Box, and Lawmatics to see my tasks for the day and updating anything needed.
- Filling in 941X forms for client claims on CFS and Adobe.
- Preparing and signing of 941X forms with PTIN obtained.
- Filling in 8821 forms to be sent to clients.
General Transcriptionist
A few different companies
04.2020 - 08.2022
- Transcribed dictated files and video recordings.
- Reviewed and edited transcribed reports and corrected material for spelling, grammar, and clarity.
- Followed specific guidelines and style rules to meet clients' requirements and maintain consistency.
- Reviewed completed reports for proper formatting, grammar, and sentence structure.
- Worked as team leader on a few different projects.
- Recruited transcribers to work on my team, and trained them on the programs used.
Financial Planning Assistant
Wealth Enhancers
07.2016 - 03.2017
- Reconciling Client's Bank Accounts (first on Xero and then moved over to Moneysoft).
- Applying for new bank Accounts for Clients (Macquarie Bank and then BT Panorama).
- Applying for New superannuation Accounts for Clients (MLC) .
- Applications for New investment portfolios for Clients (Praemium and Austock).
- Applications for Loan Accounts (Leveraged Equities).
- Pulling Investment Reports from MLC, Praemium, Austock, and Leveraged Equities.
- Pulling spending Reports for Clients from Xero and Moneysoft.
- General Admin, Salary Change Letters, Salary Sacrifice Letters, Change of Investment forms, Change in Insurance forms. Updating Active Campaign with Clients details.
- Address Change Letters etc.
Owner
Rugrats Playgroup
01.2013 - 12.2016
- Managing and running the business.
- Teacher in the baby class.
- Cooking for kids.
- Meeting with potential clients and working with clients daily.
- Overseeing of staff and classrooms.
- Administrative duties.
- Financial management of Business.
- Paying of Salaries.
- Buying all things needed for kids.
- Onboarding of all new children.
Bookkeeper and Administrative Assistant
Jack's Paint and Hardware
02.2009 - 12.2012
- Calculating and paying salaries
- Calculating and paying Suppliers
- Cash-up and Banking
- Strategic buying of stock
- Ordering of stock
- Administrative duties (Filing of all invoices and created a better filing system)
- Sourcing new suppliers and discussing products with them
- Sales in the shop when necessary
- Loading of all new stock on Computer Master files
- Loading of all invoices on the system
- Checking all EFTs and emails during the day
- Handling of Petty cash and employee loans
- Meeting with reps to discuss new products
- Dealing with clients' problems over the phone and on the floor
- Filling in all new account forms
- Training to new staff on integrity trader
- Opening and closing the shop when necessary
- Typing of all notices and new contracts
- Dealing with debtors regarding late payments etc
- Sometimes working out and sending debtors statements
- Matching up statements with invoices (reconciling accounts)
- Organising advertising for the shop from Billboard and Blue Book
- Buying office equipment (printer cartridges, paper, barcode stickers, till rolls, pens, envelopes, etc.)
- Ordering exclusively from suppliers that need e-mailed orders
- Making special requests from suppliers
- Requesting 60-day accounts for opening orders
- Stock-take (physical and entering everything on the computer on a daily basis)
- Printing and checking all promotions of suppliers and discussing it with the owner.
Administrative Assistant
Laing Construction
07.2006 - 02.2009
- Control and booking out of tools
- Working out of salaries UIF, LBS, PAYE, and BIBC
- Helping work out of quotations
- Filing
- Filling in the register
- Ordering of stock
- Administrative duties
- Answering the telephone and taking messages.
Waitress
A few different Restaurants
01.2002 - 01.2008
- Worked at a few restaurants in this time as a waitress
- Customer Service
- Part-time restaurant manager at The Range Restaurant Tokai
Education
High School Diploma -
George Hofmeyr High School
Standerton, Mpumalanga12.2001
Skills
- Bookkeeping
- Filing
- Analytical and Critical Thinker
- Verbal and Written Communication
- Employee Motivation and Performance
- Staff Training
- Approachable and Outgoing
- Adaptable and Flexible
- Leadership
- Fast learner
- Business Administration
Certification
- National N3 Certificate (Business Studies Secretarial)
- Diploma in Child Day Care (2012)
- Certificate in Bookkeeping to Trial Balance (2014)
- Pastel Accounting Certificate (2016)
Timeline
ERC Tax Accountant
Ayar Accounting LLC and Rapid Tax Solutions
09.2022 - Current
General Transcriptionist
A few different companies
04.2020 - 08.2022
Financial Planning Assistant
Wealth Enhancers
07.2016 - 03.2017
Owner
Rugrats Playgroup
01.2013 - 12.2016
Bookkeeper and Administrative Assistant
Jack's Paint and Hardware
02.2009 - 12.2012
Administrative Assistant
Laing Construction
07.2006 - 02.2009
Waitress
A few different Restaurants
01.2002 - 01.2008
High School Diploma -
George Hofmeyr High School
- National N3 Certificate (Business Studies Secretarial)
- Diploma in Child Day Care (2012)
- Certificate in Bookkeeping to Trial Balance (2014)
- Pastel Accounting Certificate (2016)
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