assistant vice president estate settlement specialist resume example with 14+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Seasoned detail minded CPA Candidate with significant management, tax, audit and client service experience
  • Proficient in Microsoft Office Excel, Word, PowerPoint
  • Knowledge of GAAP guidelines
  • QuickBooks, Microsoft Office Excel, Word, PowerPoint
  • Highly Analytical
  •  Knowledge of Sarbanes Oxley
  • Authorized IRS Efile Provider
  • Valued team player
  • Proficient Taxwise software user
  • Income and Use Tax Research
  • Proficient Federal / State Taxation of Individuals, Corporations
  • Client Service oriented
  • Excellent written and verbal communication
  • Professional Presentation skills
  • Thrives under pressure
Identified and assessed Use Tax liability of more than $250,000 in annual period, with second most completed audits on team.
Assistant Vice President / Estate Settlement Specialist, 01/2015 - 07/2015
Cache Creek Casino Resort Brooks, CA,
  • Settlement of Estates, Trusts, and Guardianship's Collection of assets from financial institutions, related parties and business interests Monitored real estate tax, insurance and organization compliance Prepared Estate, Trust and Guardianship asset inventories with status information Conducted conferences with clients, and resolved service and vendor issues Managed vendor bids, and insurance compliance Conducted asset liquidation sales per court order Maintained account opening, maintenance and closes Prepared court accounting, and performed financial analysis of financial accounts.
Revenue Auditor I, 12/2012 - 02/2015
Marcus Corporation Denham Springs, LA,
  • Completed eight weeks of formal classroom training on tax laws, audit procedures Completed specialized field training of separate tax laws Completed 9 months of closely supervised instruction and training in performance of infield auditing assignments Received and completed difficult, and routine auditing assignments Participate in team complex project assignment Prepare comprehensive reports detailing results and conclusions of audit assignments, with supporting documents and evidence Provided routine tax information and guidance to taxpayers concerning the proper method of completing tax returns and application forms Promotes voluntary taxpayers' compliance, answers routine inquires as to rules, regulations and procedures Performs other duties as required or assigned which are reasonably within the scope of duties above.
Accounting/Management Consultant, 10/2011 - 11/2012
Putnam Investments Boston, MA,
  • Assisted with asset collection and management worth $10 Million Compiled and prepared court accounting for Estates, Trusts and Guardianships Responded to vendor, employee, and beneficiary inquiries Prepared, monitored and analyzed estate budgets Researched invoice discrepancies and resolve payment / credit issues Maintained accounts payable, and receivables journals Reconciled trust/business accounts, and automated clearing house deposits Performed financial analysis, and prepared recommendations for SVP Verified and reviewed payroll, sales and use tax returns, ensuring filing deadlines met Compiled financial statements Developed operational procedures, and recommended process improvements Researched Federal /State tax returns, individual and business (706, 1040, 1041, 1120, 1120S, 990) returns Researched IRS and state publications, regulations and GAAP publications.
Broker Associate, 10/2010 - 10/2011
Oak Realty Of Chicago City, STATE,
  • Performed residential and commercial property valuations Consulted with prospective real estate buyers and sellers Located properties, and scheduled showings Negotiated offers to purchase Transaction management, and communication to all parties to ensure closings Completed licensing continuing education.
Managing Broker, 02/2007 - 10/2010
Blade Realty Group, Inc City, STATE,
  • Developed and maintained client relationships, and delivery of client services.
  • Financial and account analysis and budgeting Maintained corporate & reo property accounting, A/R, A/P, general journal and ledger entries, month/quarter/year end closing Maintained client communication on transactions to closing Residential and commercial valuations Maintained and reconcile escrow and corporate bank accounts Ensured licensing, and corporate compliance Monitored and developed client relationships Accounting system integration and management of information systems.
Restaurant Manager, 03/2004 - 05/2008
Red Lobster Restaurants City, STATE,
  • Managed staff of sixty to deliver company sanitation, food, safety and service standards Supervised daily operations Performed profit & loss statements analysis Identified and implemented $1,000,000 in cost reductions Increased unit revenue results eight consecutive quarters Identified, hired, trained, and evaluated employees Managed $1,400,000 annual inventory and labor budgets Resolved customer complaints, delivered customer service, and staff appreciation.
Senior Portfolio Accounting Analyst, 03/2000 - 08/2003
Northern Trust Bank City, STATE,
  • Performed daily accounting audits to identify discrepancies Researched and resolved accounting discrepancies Reconciled accounting daily Compiled financial statements by client deadlines Computed tax lots utilizing FIFO, LIFO, and Average Weighted Cost methods Maintained internal and external relationships to ensuring client reporting Managed client accounting ensuring and met deadlines Responded to administrator and client inquiries Improved at risk accounts to customer satisfaction.
: Business Management, Expected in August 2011
Keller Graduate School of Management - Downers Grove, IL
GPA: GPA: 3.0
Status - Coursework in Business Management with a minor in accounting.
: Accounting, Expected in April 2001
Robert Morris University - Chicago, IL
GPA: GPA: 3.10
Status -
Associate of Applied Science: Computerized Business Systems, Expected in May 1999
Robert Morris University - Chicago, Illinois
GPA: GPA: 3.15
Status -
Professional Affiliations
Alumni Member of Robert Morris University and Keller Graduate School of Management, Member of Chicago National and Illinois Association of Realtors, Authorized IRS EFILE Participant
Accounts Payable, Accounts Receivables, Financial Statement analysis, General Ledger, inventory, and cost controls, Microsoft Office, Oracle, QuickBooks, Sarbanes Oxley, Tax Law Research and interpretation, 1040 and 1120 Tax Return Preparation

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Resume Overview

School Attended

  • Keller Graduate School of Management
  • Robert Morris University
  • Robert Morris University

Job Titles Held:

  • Assistant Vice President / Estate Settlement Specialist
  • Revenue Auditor I
  • Accounting/Management Consultant
  • Broker Associate
  • Managing Broker
  • Restaurant Manager
  • Senior Portfolio Accounting Analyst


  • Associate of Applied Science

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