Bookkeeper Resume Example

• Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
• Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
• Corresponded with applicable tax departments regarding customer requirements and issues.
• Produced US and state income, gift tax and estate tax returns for individuals.
• Liaised between clients and tax authorities such as IRS representatives.
• Supported work of senior-level accounting and tax preparation professionals to maximize office productivity.
• Responded to state and federal tax notices by preparing written responses or tax return amendments.
• Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
• Managed deliverables such as tax returns, extensions and tax planning calculations.
• Analyzed information and assessed liabilities and deductions according to relevant tax code.
• Stored copies of completed returns and related documents according to company procedures and business regulations.
• Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
• Applied federal and state government regulations to prepare accurate and compliant tax returns for clients.
• Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
• Collected detailed information and required paperwork from clients to complete tax returns.
• Finalized and processed paperwork with local, state and federal government authorities.

• Enhanced customer satisfaction ratings by resolving account issues efficiently.
• Oversaw aspects of data management for CRM programs and proprietary database to include daily updates and backup, report generation and troubleshooting or repair service requisition.
• Coordinated office activities and operations to secure efficiency and compliance with company policies.
• Supervised tax office with 9 employees, consistently cultivating productive and positive work atmosphere.
• Elevated customer satisfaction ratings by resolving client and case issues effectively.
• Completed yearly employee performance evaluations to identify deficiencies and recommend improvement strategies.
• Maintained office supplies inventory by checking stock and ordering new supplies as needed.
• Greeted visitors promptly and directed to correct locations.
• Liaised with customers, addressed inquiries, handled meeting requests and answer billing questions to provide outstanding customer care.
• Complied with all operations met federal and state laws.
• Handled supply purchases and inventory management for office operations and equipment maintenance.
• Distributed company correspondence, including memos and updates to reinforce and apprise departments and divisions of corporate objectives and developments.
• Managed daily operations within a tax office by supporting continuous delivery of excellent services and care.
• Handled all scheduling and managed timely and effective allocation of resources and calendars.
• Wrote professional business correspondence.
• Trained 20-30 employees on best practices and protocol while managing teams to maintain optimal productivity.

Trained tax professional new and old on tax law and theory. Trained tax

professionals on Job skills and requirements.