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Elizabeth Carranza

@elizabethcarranza

Licensed tax preparer and Enrolled Agent specializing in bookkeeping, data entry, client support.

United States
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What I'm looking for

I’m looking for a role where I can prepare taxes and support clients end-to-end, using my Enrolled Agent background, QuickBooks/bookkeeping, and precise data entry to keep operations accurate and organized.

I’m a licensed tax preparer and Enrolled Agent focused on delivering accurate, organized tax and client support. I bring hands-on experience with tax preparation, bookkeeping, accounting tasks, and detailed data entry across multiple office environments.

From clerical and front-desk roles to office assistant positions in tax settings, I’ve supported end-to-end client workflows: scheduling appointments, collecting documents, updating client information, and maintaining filing systems. I’m comfortable contacting clients and agencies as part of the process, including “Contacting IRS,” while keeping records complete and audit-ready.

I’m experienced with practical finance operations such as accounts payable/receivable, bookkeeping, and payment handling. I’ve worked with QuickBooks and other accounting workflows, including organizing bills, paying bills, and managing releases/orders and payments while tracking balances in software (Excel and related tools).

I value clear communication, deadlines, and a reliable office cadence—whether I’m greeting guests, answering phones, scanning and indexing documents, or preparing paperwork for mailing and client pickup. I aim to bring calm structure and accuracy to a team that needs strong administrative support and dependable tax operations.

Experience

Work history, roles, and key accomplishments

ST

Office Assistant

Selenia's Taxes

Jan 2026 - Apr 2026 (3 months)

Supported daily office operations by preparing client lists, scheduling appointments, and updating client information. Prepared tax-related paperwork, handled bookkeeping/accounting tasks, and contacted clients and the IRS as needed.

VI

Account Assistant

Valentine Inc

Apr 2024 - May 2024 (1 month)

Supported accounts operations by organizing bills, paying bills, and making collection calls. Used QuickBooks to help manage and process financial transactions.

LS

Tax Preparer (Seasonal)

Liberty Tax Service

Jan 2024 - Mar 2024 (2 months)

Completed seasonal tax preparation work for clients at Liberty Tax Service. Managed client-facing workflows and supported document handling to prepare returns.

NS

Receptionist

Neighborhood Housing Services

Jun 2023 - Jul 2023 (1 month)

Provided temporary reception and customer service by answering and directing calls and supporting client class sign-ups. Handled mail and assisted with front-desk workflows.

VT

Accounting Assistant

Via Trading

Mar 2023 - Apr 2023 (1 month)

Handled cash and payment workflows, including cash handling, wire transfers, and applying/approving payments. Tracked funds in Excel, counted daily totals, and managed end-of-day reconciliation activities.

ST

Clerical Assistant

Selenia's Taxes

Jan 2018 - Oct 2022 (4 years 9 months)

Managed clerical workflows for tax services, including collecting client documents, retrieving and updating client files, and maintaining filing cabinets. Coordinated IRS-related communication, scheduled appointments, prepared and mailed documents, supported bookkeeping/accounting, and processed tax fees with receipts.

Education

Degrees, certifications, and relevant coursework

UE

Upper secondary education

High school diploma, Upper secondary education

Completed upper secondary education and earned a high school diploma.

TS

Trade school

Trade school, Trade school

Attended trade school (field and credentials not specified).

Tech stack

Software and tools used professionally

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