certified tax preparer resume example with 14+ years of experience

Jessica Claire
  • , , 609 Johnson Ave., 49204, Tulsa, OK 100 Montgomery St. 10th Floor
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

  • Tax Computation
  • Adjustments and Deductions
  • Intuit QuickBooks
  • Understanding of Applicable Laws
  • Tax Form Completion
  • Atypical Return Processing
  • Deductible Expense Identification
  • Electronic Filing Software
  • Government Regulations
  • Tax Payment Estimations
  • Small Business Tax Returns
  • Costumer Service
Work History
Certified Tax Preparer, 10/2019 - 06/2021
Cost Cutters Hair Salon Leitchfield, KY,
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for organizations and entities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • 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.
  • Facilitated integration of modern tax software with client accounting software.
  • Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
  • Answered customer telephone calls promptly to avoid on-hold wait times.
  • Answered constant flow of customer calls with minimal wait times.
  • Offered advice and assistance to customers, paying attention to special needs or wants.
  • Responded to customer requests for products, services and company information.
  • Consulted with outside parties to resolve discrepancies and create expert solutions.
  • Investigated and resolved customer inquiries and complaints quickly.
  • Communicated professionally with colleagues, freelancers and clients.
  • Monitored cash intake and deposit records, increasing accuracy and reducing discrepancies.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
Business Owner/Operator, 01/2017 - 10/2019
Cargo Largo Kansas City, MO,
  • Put together realistic budgets based upon costs and fees for successfully operating business.
  • Assessed supplier quality to maintain tight cost controls and maximize business operational performance.
  • Interacted with customers by phone, email or in-person to provide information.
  • Accomplished multiple tasks within established timeframes.
  • Keep track of due date parts and delivered to client.
  • Sent and keep record of invoices for clients.
  • Make payments to vendors on time.
  • Order material and tools.
  • Operator of CNC Machine
  • Led screening, hiring and staff scheduling to maintain compliance with group goals
Assistant Manager, 01/2011 - 07/2017
Buckingham Property Management City, STATE,
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services.
  • Kept accurate records of all resident and tenant correspondence.
  • Followed up on delinquent tenants and coordinated collection procedures.
  • Completed final move-out walk-throughs with tenants to identify required repairs.
  • Resolved conflicts between tenants regarding noise, encroachments and parking.
  • Processed security deposit refunds.
  • Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet state, local and federal housing requirements.
  • Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.
  • Established strong, professional relationships with residents by promoting team collaboration and delivering exemplary service.
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Escalated major issues to property manager for immediate remediation.
  • Showed apartments to potential tenants and answered questions regarding community.
  • Inspected common areas for cleanliness and notified maintenance of overflowing trash.
  • Complied with safe housing requirements and contractual obligations by resolving tenant issues and service needs.
  • Posted policies and rules in common areas for tenant review.
  • Attended staff meetings and took extensive notes to share with property manager.
  • Trained and motivated leasing staff during bi-monthly trainings.
  • Maintained operational facilities attractive to potential tenants by organizing regular maintenance, major repairs and capital improvement projects.
  • Minimized vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs.
  • Introduced prospective tenants to types of units available and performed tours of premises.
  • Annual recertification and file audit for Tax Credit Property.
Cashier Team Lead, 08/2006 - 11/2010
Last Chance Restaurant City, STATE,
  • Greeted guests pleasantly and answered menu questions.
  • Operated register to process payments and collect cash payment for order totals.
  • Used cash registers and calculators to prepare bills, accept payments and make change.
  • Restocked condiment dispensers, napkins, silverware and drink machines to prevent shortages.
  • Assisted with in-store operations by disassembling delivery boxes, cleaning floors and dishwashing.
  • Prepared food orders, cooking on grill and operating fry station.
  • Used proper techniques to prepare food and ingredients.
  • Cleared trays and removed trash from tables before sanitizing surfaces.
  • Prepared and cooked food orders for customers by noting customizations and portion sizes.
  • Recorded orders by answering customer questions and entering requests in system.
  • Verified freshness of ingredients and food by checking for quality, rotating stock and recording old and new items.
  • Used slow periods to restock supplies, ice, trays and delivery bags.
  • Kept register accurate through correct billing, payment processing and cash management practices.
  • Noted special patron requests and followed up with kitchen to confirm delivery.
  • Checked identification for minimum age for sale of alcoholic beverages.
High School Diploma: , Expected in 08/1994
Esc. Sec. Federal No. 1 - Mexico,
Status -


  • Licensed Tax Preparer
  • Certified Wedding Minister

In Process

  • Public Notary - Expected completion date October 8, 2022.
Spanish :
Native or Bilingual:
Negotiated :
English :
Negotiated :

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Resume Overview

School Attended

  • Esc. Sec. Federal No. 1

Job Titles Held:

  • Certified Tax Preparer
  • Business Owner/Operator
  • Assistant Manager
  • Cashier Team Lead


  • High School Diploma

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