Jamela A.
Mid-Level Tax and Accounting Specialist
Open to offersNew to PlatformAbout
Jamela Ann P. is a proficient Accounting Professional with a solid track record in both remote bookkeeping and tax support, specifically for US-based and local clients. A graduate with a Bachelor of Science in Accountancy from Ateneo de Naga University, she exhibits strong command over QuickBooks Desktop & Online, Drake, and Excel. Her expertise extends to maintaining accurate financial records and providing tax compliance support. At Agate Accounting, LLC, she evolved from a Support Accountant to a Senior Accountant, independently managing up to six clients and mastering account reconciliation and financial data review to ensure accuracy and efficiency. In previous roles at MedSpecialized, Inc., she adeptly handled financial records for multiple clinics, ensuring compliance and contributing to seamless operations. Her early career involved tax research and audits at SGV & Co, enhancing corporate tax compliance, and customer service at Sutherland Global Services, fostering client satisfaction.
Experience
Tax Operations Senior
Agate Accounting, LLC (Agate CPA) · 2025 — 2026Assisted in tax compliance tasks for US-based clients while providing support for preparers and management. Used Excel templates and forms to ensure the accuracy and completeness of tax data during preparation and review. Collaborated with the team to ensure compliance with tax regulations and participated in meetings with leadership as necessary. Managed sensitive financial information with strict confidentiality. Gained experience with Drake software and Drake macros for improved data handling. Engaged with Tallyfor for business accounting tasks to enhance accounting system knowledge.Support Accountant → Senior Accountant
Agate Accounting, LLC (Agate CPA) · 2024 — 2025Supported Lead Accountants with daily and monthly accounting tasks for US-based clients by clearing QuickBooks Online bank feeds, coding transactions, and managing client communications. Acted on client responses to ensure timely follow-ups. Aided in month-end close processes through careful reconciliation and completion of accounting tasks. Worked within a team to meet project deadlines and improve workflow efficiency. Handled increased responsibilities, managing up to six clients independently while performing Support Accountant duties. Conducted account reconciliations, journal entries, and financial data reviews to maintain accuracy and compliance. Delivered support to clients by directly addressing their inquiries.Accountant / Bookkeeper
MedSpecialized, Inc · 2023 — 2024Oversaw financial records for multiple clinics within the Patel Group, including locations in Los Angeles. Reconciled monthly bank and credit card statements and handled discrepancies in a timely manner. Prepared adjusting journal entries, financial statements, and ensured books were closed accurately and on schedule. Managed accounting inquiries via email, prioritizing urgent issues to facilitate efficient clinic operations. Contributed to compliance with financial regulations to support seamless operations.Tax Associate
SGV & Co. · 2021 — 2022Provided assistance to senior associates in tax research, audits, and compliance tasks for corporate clients. Reviewed client tax information while addressing inquiries to enhance understanding of tax obligations. Aided in ensuring accurate financial reporting and timely tax documentation submission, contributing to the reduction of potential liabilities.Customer Service Representative
Sutherland Global Services · 2019 — 2019Managed customer service for Amazon Logistics and McAfee accounts, delivering timely and accurate responses to customer inquiries. Anticipated customer needs and provided product recommendations that improved client satisfaction. Analyzed account histories to identify trends, which helped mitigate potential future issues and enhance overall service quality.Assistant Bookkeeper
MUNSEC TRUCKING CORP. · 2017 — 2017Maintained organized financial records, posting daily receipts and payments while verifying documentation for completeness. Supported efficient accounting operations through accurate bookkeeping and ensured compliance.
Skills & Expertise
Education
- Bachelor of Science in AccountancyAteneo de Naga University · — — 2020
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