bookkeeper tax preparer resume example with 9+ years of experience

Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing 5 years of experience helping Corporate and Individual clients maximize return values while minimizing liabilities.

  • Deductible Expense Identification
  • Adjustments and Deductions
  • Client Invoicing
  • Tax Form Completion
  • Individual Tax Returns
  • Intuit QuickBooks
  • Personnel Management Software
  • Electronic Filing Software
  • 10-Key Calculator
  • Valid PTIN
  • Due Diligence
  • Client Records Review
Work History
07/2017 to 05/2022 Bookkeeper/Tax Preparer Jeff Horwitz & Associates, Ltd. | City, STATE,
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • 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.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Interviewed corporate and individual clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Prepared wide array of returns such as corporate, and individual returns.
  • Maintained and processed invoices, deposits and money logs.
  • 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.
  • Reviewed and filed financial documents, coded accounting entries for data processing and posted daily receipts and payments in accordance with all corporate protocols.
  • Established QuickBooks accounting system to reflect accurate financial records.
  • Organized and carried out proactive month-end, quarterly and year-end processes.
  • Verified postings to ledgers to confirm accurate entry and account balances.
  • Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
  • Verified accurate recordkeeping processes, reducing financial inconsistencies.
  • Supported operations by communicating with customers, filing documents and managing data.
  • Investigated daily variances and corrected errors to resolve discrepancies.
  • Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
  • Diminished financial discrepancies and managed monetary transactions.
  • Created plans to remedy financial discrepancies and reconcile issues with records.
  • Increased customer satisfaction by filing taxes on time and promptly resolving issues.
  • Reported financial data and updated financial records in ledgers and journals.
  • Calculated deductions and processed payroll for employees.
03/2015 to 07/2017 Stem Instructor Snapology | City, STATE,
  • Applied various teaching aids to minimize learning gaps and instruct and motivate students.
  • Tracked student progress, frequently checking in with struggling students and identifying root causes of problems.
  • Evaluated and revised lesson plans and course content to achieve student-centered learning.
  • Observed other instructors and lecturers, gathering valuable techniques to be implemented into future lectures and courses.
  • Emphasized safe working and classroom conditions and practices.
  • Increased student participation by facilitating interesting and relevant events.
  • Tested students on materials presented in workshops and classes to assess grasp of material.
  • Used learning assessments to regularly monitor student understanding of class concepts and materials.
  • Earned positive feedback from parents regarding classroom instruction and student learning success.
  • Reviewed class and student records to look for areas in need of improvement and implement plans of action.
  • Communicated regularly with parents and guardians about student progress, working to involve parents in educational goals.
  • Initiated new learning methods, promoting total student comprehension while curbing learning time.
  • Defined and articulated goal learning outcomes, performance metrics and changes to improve student learning.
  • Decreased learning time by initiating new learning methods and ensuring complete student comprehension.
07/2010 to 08/2011 Service Coordinator/Production Manager Thatcher Oaks Awnings | City, STATE,
  • Resolved issues quickly to maintain productivity goals.
  • Managed continuous improvement initiatives to drive gains in quality, flow and output.
  • Reviewed work for quality and compliance with company standards and design specifications.
  • Standardized production procedures, job roles and quality assurance guidelines.
  • Addressed personnel issues and scheduling conflicts promptly.
  • Sourced materials to keep up with production goals and meet customer demands.
  • Created streamlined production schedules and collaborated with production employees to communicate objectives and goals.
  • Implemented quality improvement changes to minimize product defect rates.
  • Determined suitable crew requirements, scheduled employees and worked with Human Resources to meet changing production schedules.
  • Created and regularly updated department work instructions and reports.
  • Implemented program changes to identify and quickly resolve root cause issues bottlenecking production levels.
  • Directed manufacturing process and procedures to achieve goal of first run capability.
  • Directed key personnel in correct production techniques to achieve required quality.

08/2009 to 06/2010 Assistant Admissions Director/Staffing/Medical Supply Technician Elm Brook Healthcare And Rehabilitation Center | City, STATE,
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Coordinated and participated in recruitment events, orientation programs and open houses.
  • Assisted prospective residents with admissions by processing paperwork, arranging and conducting facility tours and conducting follow-up activities.
  • Carried out day-day-day duties accurately and efficiently.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Worked flexible hours; night, weekend, and holiday shifts.
  • Consulted with government regulatory and licensing agencies to verify institutional conformance with applicable standards.
  • Devised strategies to reduce expenses, modernize operations and revamp procedures to improve institution operations.
Expected in to to | Accounting And Business Management St. Petersburg College, Clearwater, FL GPA:
  • Continuing education in Accounting and Finance
  • Dean's List Fall Semester 2015
Expected in to to | Accounting And Finance McHenry County College, Crystal Lake, IL GPA:

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Resume Overview

School Attended

  • St. Petersburg College
  • McHenry County College

Job Titles Held:

  • Bookkeeper/Tax Preparer
  • Stem Instructor
  • Service Coordinator/Production Manager
  • Assistant Admissions Director/Staffing/Medical Supply Technician


  • Some College (No Degree)
  • Some College (No Degree)

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