Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Professional Summary
Focused Account Specialist with 8 years of experience. Adept at writing detailed reports and budgets, completing detailed financial analysis and planning strategically for top client services. Detail-oriented with extensive knowledge of cash and record maintenance and comprehensive account reconciliations. Accomplished Tax Accountant with Bachlor degree and proven fiscal budgeting and forecasting expertise. Analyzed and resolved complex tax issues for large corporation and obtained substantial tax savings over 8 years. Utilized macro- and micro-level perspectives to achieve optimum results.
Skills
Calculating liabilities
Tax accounting specialization
Advanced bookkeeping skills
ATX Total Accounting Office proficiency
Corporate tax planning knowledge
Data trending knowledge
Intuit QuickBooks specialist
Invoice coding familiarity
Account reconciliation specialist
Account reconciliation processes
Cash Flow analysis
Data Entry
Partnership accounting
QuickBooks expert
Audit coordination
Financial Management
Account Reconciliation
Financial reporting specialist
Financial statements expertise
Bookkeeping
Closing processes
Budget Analysis
Tax law understanding
Accounting procedures consultant
Financial Reporting
Finance
Superior attention to detail
General ledger accounting expertise
Administrative support
Work History
11/2013 to Current
AccountantTransamerica Life Insurance Company – Evanston, IL,
Facilitated communication between clients and tax authorities
Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation
Prepared written responses or tax return amendments to resolve state and federal notices
Prepared tax returns individuals and corporations according to government regulations and requirements
Facilitated integration of modern tax software with client accounting software
Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns
Prepared US, multistate and international tax returns for business clients
Provided information about available products and services, including health and life insurance services, to clients, resulting in increased business opportunities
Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
Completed and filed returns with tax departments at local, state and federal levels
Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits
Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
Maintained complete records of client tax returns and supporting documentation in secured areas
Interviewed 500 clients to collect information and gather necessary paperwork prior to preparing tax returns
Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals
Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions
Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits
Offered clients recommendations to reduce tax liabilities
02/2011 to 05/2013
Insurance Sales AgentPma Usa – Amf Ohare, IL,
Directed 25 employees and preferred partners to facilitate sales and renewals of stop-loss products.
Performed needs analysis to obtain information required to make appropriate health insurance product recommendations.
Customized health insurance programs to suit 300 individual clients, boosting sales 50%.
Explained features, disadvantages and advantages of 300 policies to promote insurance sales.
Answered hundreds inbound calls per month from existing and future policyholders to answer inquiries and discuss insurance options.
Scanned, received and sent faxes to appropriate departments, including insurance claims, co-pay assistance information and patient documentation.
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations.
Upsold additional products and services after identifying customer needs and requirements.
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals.
05/2007 to 02/2010
Insurance AgentBarrett Business Services – Stockton, CA,
Promoted united life insurance products and services using upselling and other sales strategies
Approached potential clients by using direct marketing techniques, including mailings and phone contacts
Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations
Determined financial needs by assessing existing coverage and aligning new products and services with long-term goals
Worked to accommodate new and different insurance requests and explored new value opportunities to optimize insurance agency reputation
Upsold additional products and services after identifying customer needs and requirements
Scheduled fact-finding appointments and consultations to determine client needs and overall financial situations
Created sources for continuous client referrals within community and with businesses using social media and other telecommunication
Created sources for continuous client referrals within community and with businesses using [Skill] and [Skill]
Education
Expected in 11/1997
Bachelor of Arts: Accounting And Business Management Birzeit UNIVERSITY - Palestine, GPA:
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