Annual Income Tax Preparation resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary

Personable and ambitious individual with 30+ years of financial analysis, sales, client experience, business operations, accounting and tax preparation and office process. Long standing career of applying process , interacting with employees while managing client initiatives and delivering results. Very effective in providing consulting support, training and strategic planning and value to improve results. Training and facilitation experience. Broad understanding of accounts payable, cash reconciliation, schedules,general ledger and processing travel and expense. Broad Knowledge in income tax praparation personal and small business. Knowledgeable in Business Travel policies. Ability to interpret complex documents. Effective as a manager and trainer in execution and achieving positive results. Fluent in Word, Excel, PowerPoint, Quick books, Concur and other software systems. Self motivated and detail orientated. Years of experience validating and providing reporting or process improvement to management. Broad knowledge of accounting, taxes, schedulesand CPA tax and audit reporting. Strong background in reconciliations, employee expense reporting and vendor payments. Skilled in managing records and reconciliation. Ability to understand and resolve technical issues.

  • Financial statement and data analysis
  • Coordinating and managing projects
  • Client and Employee relationships and support
  • Office and Accounting Procedures and records
  • Data base administration
  • Proficient in Word, Excel, PowerPoint Web Meetings, other Business applications.
  • Excellent verbal and written communication skills
  • Project support and management
  • Broad knowledge CPA tax and audit process
  • Maintains discretion and confidentiality
  • Strong verbal and written communication
  • Business Acumen
  • Accounting
  • Self Starter
  • Interpersonal skills
  • Invoicing and collections
Work History
01/2017 to 12/2019 Annual Income Tax Preparation Starr Consulting Services, LLC | City, STATE,
  • Prepared tax returns for elderly and with H&R Block
04/2017 to 01/2019 In Dealership Trainer/Special Projects Morrie's Automotove Group | City, STATE,
  • Developed positional documents  for on-boarding of new staff , which resulted in marked performance improvements and employee satisfaction.
  • Created and facilitated sales process, customer excellence, product and systems in store training for new and existing employees for 12 locations and 14 brands.
  • Completed weekly Customer Satisfaction corporate report weekly for all 14 brands.
  • Increased Utilization and accuracy of Web application software; Vin Solutions, V Auto, Tru Video, Reynolds CRM, US Warranty.  
  • Developed numerous report mechanisms to track leads, lead source, closing ratios, sales performance.  Relaunched sales follow up process, email templates and texting capacity.
  • Created and built SPOC resource and assessment preliminary documents to use for anticipated training.
07/1981 to 12/2016 Financial Service Specialist, Business Development Mgr Ford Motor Credit | City, STATE,
  •  Analyzed financial statements to validate accuracy, identify adjustments and calculate ratios.
  • Preformed portfolio assessment, financial analysis of  assigned accounts for annual review. Identified any out of norm ratios and developed  mitigation or action plans to improve results when out of norm risk or liquidity ratios. Worked with dealerships to improve operating results and profitability.
  • Performed cash reconciliations and schedule review to identify discrepancies and corrections.  Reviewed accounts payable and receivable schedules to improve liquidity.  
  • Designed and implemented action plans to improve results. 
  • Prepared and designed meeting and training content, reports and presentations for internal and client initiatives. 
  • Broad knowledge of CPA and tax process and related inter
  • Directly involved in achieving and exceeding revenue, market share and other financial and automotive product and services goals for many consecutive years. Placed in top 10% 3 years in a row.
  • Designed and Implemented in-dealership action plans to improve financial results, inventory management, sales and f&i process,  customer satisfaction  improvement.
  • Direct involvement in structure and loan underwriting process and approval for hundreds of dealer requests for wholesale, capital, mortgage and revolving lines of credit and retail and lease lending.
  • Served as liaison between dealership and Ford Credit on all related business matters. Dealer, F&I and office issues and dealer capital requests. Trained and promoted on all retail, lease and warranty plans.
  • Responsible for maintaining strong client dealer relationships.
Expected in 1982 Associate of Arts | Marketing And Accounting Rochester Community And Technical College, Rochester, MN GPA:
Expected in 11/2016 | Tax Preparation H& R Block Tax Prep Course, Eden Prairie, MN, GPA:

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Resume Overview

School Attended

  • Rochester Community And Technical College
  • H& R Block Tax Prep Course

Job Titles Held:

  • Annual Income Tax Preparation
  • In Dealership Trainer/Special Projects
  • Financial Service Specialist, Business Development Mgr


  • Associate of Arts

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