Certified Tax Preparer resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105(555) 432-1000, resumesample@example.com
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
01/2013 to CurrentCertified Tax PreparerCatalent Pharma Solutions, Inc. | California, MD,
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.
09/1989 to 08/2012Contract AdministratorGtmhub | Denver, CO,
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.
10/1985 to 09/1989Account ExecutiveRepay Holdings Corporation | Salt Lake City, UT,
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.
03/1983 to 10/1985Customer Service RepresentativeFirst Wisconsin National Bank | City, STATE, US
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
Expected in 1975B.A | Sociology; MusicBeloit College, Beloit, WIGPA: Sociology; Music
Expected in MBA | Human ResourcesKeller Graduate School, Milwaukee, WI.GPA: Human Resources
Expected in 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 | , , GPA:
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
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Resume Overview
School Attended
Beloit College
Keller Graduate School
Job Titles Held:
Certified Tax Preparer
Contract Administrator
Account Executive
Customer Service Representative
Degrees
B.A
MBA
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