Certified Tax Preparer Resume Example Webtax

CERTIFIED TAX PREPARER

Professional Summary

Versatile manager with over 20 years of experience offering administrative support in both corporate and government environments. Results oriented with strong communication skills; Documented customer service success; Capable human resources coordinator of department personnel.

Skill Highlights

Results-oriented Microsoft Office proficiency
Meticulous attention to detail Excel spreadsheets
Self-directed Contract development and auditing
Meticulous attention to detail Human Resources Management (HRM) for
Professional and mature department
Strong problem solver Report development and writing
Dedicated team player

Work Experience

Certified Tax Preparer
January 2013 to CurrentWebTax - Charlotte, NC

Provided exceptional customer service to tax clients.
Counseled and right sized clients on filing options based on their needs.
Preparation of individual and business tax returns using Drake tax software to enter financially sensitive information for processing with the IRS on the federal and state levels.
Ensured accurate identification and filing of income and expenses for business and individual clients.
Identified opportunities to upsell services and products.
Handled administrative tasks including collection of fees, completion of bank deposits, creation and filing of cash and credit receipts, and maintenance of office supply inventory.

Contract Administrator
September 1989 to August 2012Milwaukee County Board of Supervisors - Milwaukee, WI

Managed the administration of the Federal S/DBE Certification Program for Milwaukee County government.
Supervised the professional work product of two certification Analysts and Secretarial Assistant.
Monitored professional service contracting with private sector vendors for all Milwaukee County departments including the preparation and review of contract documents as it relates to S/DBE participation.
Prepared statistical reports for review by Milwaukee County Board committees and several Federal DOT agencies.
Researched and prepared amendments to Milwaukee County Ordinances affecting certification and contract administration.
Monitored the purchasing, payroll and human resources functions for the department using Ceridian software.
Reviewed and provided comments on the adequacy of various documents and forms and took necessary steps to cure any deficiencies.
Trained professional and support staff.

Account Executive
October 1985 to September 1989Management Recruiters of Milwaukee - Milwaukee, WI

Specialized in recruiting banking, trust and investment professionals for permanent placement with local and.
regional banks, savings and loans.
Developed and maintained key accounts with banks, savings and loans, and trust and investment companies.

Customer Service Representative
March 1983 to October 1985First Wisconsin National Bank - Milwaukee, US, WI

Responsible for servicing assigned deposit accounts.
Solicited new accounts, developed sales strategies to cross-sell various bank services and products.
Trained new teller and operations staff.

Accomplishments

Coordinated all department functions for team of 7+ employees.
Increased office organization by developing more efficient filing system and customer database protocols.
Promoted from Certification Analyst to Manager after 24 months of employment.
Promoted again to Certification and Contract Administrator 48 months.
Developed and implemented department's first employee manual outlining all proper business procedures and office policies.

Education and Training

B.A : Sociology; Music, 1975Beloit College - Beloit, WISociology; Music

MBA : Human ResourcesKeller Graduate School - Milwaukee, WI.Human Resources

Coursework in Human Resource Management and Business Administration Specialized training in contract administration and certification administration through Federal Transit Administration (FTA), Federal Highway Administration (FHWA), and the Small Business Administration

Interests

SBA) Tax Prep Courses through H&R Block and Webtax, a local tax preparer - Ongoing Interests Social Development Commission (SDC); President of the Board, Vice-President of the Board, several Committee Chairmanship positions, 2002 - 2006; Silver Spring Neighborhood Center; Vice-President of the Board, Chaired several committees including the Executive Committee, 1994 - 1999; Milwaukee County Foster Care Review Board; Board Member, 1994 - 1996; Milwaukee Spectrum Alternative High School, Board Member and Vice-President, 1993 - 1995; Hansberry Sands Theatre Company; Board Member and Officer, 1992 - 1995; Malcolm X Middle School, Volunteer Tutor, 1991 - 1994 Professional Affiliations American Contract Compliance Association (A.C.C.A.), 2008 - 2013

Additional Information

SBA) Tax Prep Courses through H&R Block and Webtax, a local tax preparer - Ongoing Interests Social Development Commission (SDC); President of the Board, Vice-President of the Board, several Committee Chairmanship positions, 2002 - 2006; Silver Spring Neighborhood Center; Vice-President of the Board, Chaired several committees including the Executive Committee, 1994 - 1999; Milwaukee County Foster Care Review Board; Board Member, 1994 - 1996; Milwaukee Spectrum Alternative High School, Board Member and Vice-President, 1993 - 1995; Hansberry Sands Theatre Company; Board Member and Officer, 1992 - 1995; Malcolm X Middle School, Volunteer Tutor, 1991 - 1994 Professional Affiliations American Contract Compliance Association (A.C.C.A.), 2008 - 2013 Additional Information Awards and Citations: Dedicated Service Award, Milwaukee County Board of Supervisors, 2012; Merit Award, Wisconsin Supplier Development Council, 2003 and 1998; Merit Award, Milwaukee County DBE Department, 1998; Citations for Dedicated Service-Foster Care Review Board, City of Milwaukee and Milwaukee County, 1997; "Rookie of the Year", Management Recruiters International, 1985 Skills administrative, auditing, contract review and administration, human resources management.

Skills

administrative, attention to detail, auditing, banking, Business Administration, Ceridian, contract administration, contract administration, credit, clients, customer service, filing, forms, government, Human Resource Management, human resources, Human Resources Management, Excel spreadsheets, Microsoft Office, office, payroll, problem solver, purchasing, recruiting, sales, Secretarial, supply inventory, tax, tax returns, team player

Resume Overview

Companies Worked For:

WebTax
Milwaukee County Board of Supervisors
Management Recruiters of Milwaukee
First Wisconsin National Bank

School Attended

Beloit College
Keller Graduate School

Job Titles Held:

Certified Tax Preparer
Contract Administrator
Account Executive
Customer Service Representative

Degrees

B.A : Sociology; Music , 1975
MBA : Human Resources
Coursework in Human Resource Management and Business Administration Specialized training in contract administration and certification administration through Federal Transit Administration (FTA), Federal Highway Administration (FHWA), and the Small Business Administration

Certified Tax Preparer Resume Example

Resume Score: 100%

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