Experience
Apr 2023 - Present
2 years 7 months
- Independently handled financial accounting using DATEV (including Unternehmen Online), Addison, and Excel
- Prepared advance VAT returns
- Independently prepared private and corporate tax returns according to HGB
- Independently prepared annual financial statements and income-expenditure statements according to HGB
- Corresponded with tax authorities and clients
Dec 2019 - Feb 2023
3 years 3 monthsOct 2018 - Nov 2019
1 year 2 monthsAug 2017 - Sep 2018
1 year 2 months
- Independently handled financial accounting using DATEV (including Unternehmen Online)
- Prepared advance VAT returns
- Independently prepared tax returns according to HGB
- Independently prepared annual financial statements and income-expenditure statements according to HGB
- Corresponded with tax authorities and clients
Jul 2016 - Dec 2016
6 months
- Performed ongoing bookkeeping using DATEV software
- Prepared tax returns according to HGB
- Assisted in preparing annual financial statements
- Corresponded with tax authorities and clients
Nov 2014 - Jun 2016
1 year 8 months
- Bookkeeping for clients in the DATEV software
- Preparing tax returns for individuals, partnerships, and corporations under HGB
- Assisting in preparing annual financial statements and income and expenditure statements under HGB
- Preparing VAT advance returns
- Corresponding with tax authorities and clients and assisting clients in appeal procedures
Jul 2014 - Sep 2014
3 months
- Receiving and retrieving notifications from various custodian banks via fax, email, and internal tools and processing and documenting them
- Entering corporate action events into internal tools
- Instructing custodian banks on corporate action events and the affected portfolios
Jun 2009 - Jul 2011
2 years 2 months
- Opening accounts for private and corporate clients for securities trading via CFDs (Contracts for Difference) on international markets
- Supporting national and international clients on the MetaTrader 4 and OptionTrader trading platforms in person, by phone, email, and online chat
- Representing the company at stock exchange events and trade fairs (e.g., Invest Fair Stuttgart, World of Trading Frankfurt)
Dec 2008 - May 2009
6 monthsOct 2006 - Jan 2007
4 months