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assistant manager federal and state income tax preparer resume example with 12+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • resumesample@example.com
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 6 years of experience helping individual and business clients maximize return values while minimizing liabilities. Specializing in individual and small business tax planning and tax return preparation. Expert in maximizing returns by uncovering unclaimed deductions. Detail-oriented and quick to implement changes in tax regulations into daily procedures. Skilled in generating new business through personalized relationship building.

Skills
  • Client Invoicing
  • Intuit QuickBooks
  • IRS Correspondence
  • Payroll Familiarity
  • Office Supplies and Inventory
  • Data Input
  • Valid PTIN
  • Document Proofreading
  • Client Support
  • Understanding of Applicable Laws
  • Electronic Filing Software
  • Correspondence Writing
Work History
Assistant Manager/Federal and State Income Tax Preparer, 02/2016 - 06/2022
Lupoli Hampton, NH,


  • Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Offered clients recommendations to reduce tax liabilities.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to income tax.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Prepared US, multistate and international tax returns for business clients.
  • Oversaw team of 3 tax professionals handling up to 150 clients per year.
Bookkeeper, 02/2016 - 06/2022
Holiday Retirement Roseville, CA,


  • Completed payroll for employees and maintained detailed records of procedures.
  • Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Organized and carried out proactive month-end, quarterly and year-end processes.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Increased customer satisfaction by filing taxes on time and promptly resolving issues.
  • Managed over 50 customer calls per day.
Waitress, 08/2014 - 12/2015
Cushman & Wakefield Jersey City, NJ,
  • Maintained customer satisfaction with timely table check-ins to assess food and beverage needs.
  • Used cash registers and credit card machines to cash out customers.
  • Displayed enthusiasm and promoted excellent service to customers, successfully increasing referrals and walk-in business.
  • Suggested appropriate food and drink pairings to increase per-ticket sales.
  • Managed parties upward to 35 customers.
Janitorial Supervisor, 03/XXX9 - 06/2014
Self-employeed City, STATE,


  • Maintained required records of work hours, budgets and payrolls.
  • Selected most suitable cleaning materials for different types of linens, furniture, flooring and surfaces.
  • Recommended or arranged for painting, repair work, renovations and replacement of furnishings and equipment.
  • Carried out day-day-day duties accurately and efficiently.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Efficiently completed 5 jobsites in 1 work shift.
Education
High School Diploma: , Expected in 05/XXX6
-
Cape Coral High School - Cape Coral, FL
GPA:
Status -

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Resume Overview

School Attended

  • Cape Coral High School

Job Titles Held:

  • Assistant Manager/Federal and State Income Tax Preparer
  • Bookkeeper
  • Waitress
  • Janitorial Supervisor

Degrees

  • High School Diploma

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