Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Executive Profile
Dedicated professional with the accomplished ability to work independently and as a team member to successfully achieve project goals and objectives.
Skill Highlights
  • Enrolled Agent (EA)
  • Proficient in Microsoft Office
  • Valued team player
  • Account reconciliation expert
  • QuickBooks
  • UltraTax
  • Effective time management
  • Strong organizational skills
  • Advanced computer proficiency (PC and Mac)
  • VA Notary Public
  • Microsoft Office Professional
Core Accomplishments
Employee Management
  • Liaised with HR department to establish employee benefits, training, payroll and termination procedures.
Accounting Reviews
  • Conducted detailed technical and analytical review of federal/state corporate, partnership, LLC's, Non-Profit, Gift, and Fidicuary tax returns, and quarterly estimates prepared by associates.
Professional Experience
Enrolled Agent / Tax Accountant / Office Manager, 04/2006 to 04/2015
Ethica HealthOconee, GA,
  • Playing a main role in preparing tax resolution settlement actions for the firm
  • Reviewing office files to make sure that all the documentation provided are accurate
  • Analyzing the information to proceed with the tax resolution
  • Making negotiations before preparing final settlement documentation and amount
  • Prepares Corporate, Individual, Partnership, Gift, Non-Profit, LLC's, and Fiduciary Tax Returns
  • Managed accounts payable, accounts receivable, and payroll departments
Compliance Officer/Processing Manager/HR Manager, 2005 to 04/2006
Us Lbm HoldingsCoralville, IA,
  • Compliance files to close out, Closing dept., Process loans and supervise other processors, A/P, A/R, Payroll, and Accounting
Team Coach, 06/2003 to 11/2004
Transamerica Life Insurance CompanyEssington, PA,
  • Gymnastics instructor
Vice President of Sales / Office Manager / Legal Department, 04/2003 to 11/2004
ComcastKeego Harbor, MI,
  • Sales Leads, Signing of Contracts, Meeting with all clients
  • Sending out sub-contractors on daily Jobs, payroll, A/P, A/R, manage City contracts, and Small Claims trials
Legal Secretary / Administrative Assistant, 10/2002 to 04/2003
Goodwill Of North GeorgiaDouglasville, GA,
  • Screen calls for potential cases, trained data entry personnel, managed Personal Injury case files from initial intake to demand, prepared demand packages, answered Interrogatories, conducted legal research, accounts receivable, account payable, and payroll
Receptionist / Administrative Assistant, 06/2002 to 10/2002
Batteries Plus, LlcVero Beach, FL,
  • Answered mutable phone lines, typed up subcontracts, proposals
  • Purchase orders, submittals, transmittals, helped on bids for projects
  • Mail receivables, mail payables, filing, order quotes
Real Estate Legal Assistant, 10/2001 to 06/2002
Lakeshore Learning MaterialsDavie, FL,
  • Post closings, legal assistant
  • Disbursements, opening & closing files, typing HUD-1's (settlement statements) ordering searches, surveys & title binders, getting payoffs
  • Coordinating with brokers, investors, & loan officers
Administrative Assistant, 07/2001 to 10/2001
Columbus Executive SutiesCity, STATE,
  • Working under Divaris Real Estate, Responsible for secretarial advance work, receptionist, and interfaced Extensively with various, prestigious companies such as Advantage Mortgage, Progressive Nursing, Nortel Networks, Mericom, and J. Hoskins Law Office.
Accountant, 07/2000 to 07/2001
Network IndustiresCity, STATE,
  • A/P and A/R and Payroll Clerk: Solely responsible for all bookkeeping, Accounting and executive administrative support for a specialty ship Service contracting firm employing 450 multi-functional tradesmen and Support personnel
  • Interfaced extensively with various prestigious Contractors such as Coastal Coatings, Bay Metals & Fabrications, States Roofing, NORSHIPCO, and Colonna's Shipyard.
Collections Representative, 03/2000 to 07/2000
Bank Of AmericaCity, STATE,
  • Called cardholders and collected credit Card debts
  • Top Performer
Sales Merchandiser, 03/2000 to 07/2000
BEBE Exclusive Women's Apparel Store Macarthur MallCity, STATE,
  • Merchandising and customer service representative at a high-end women's fashions retailer in the renowned MacArthur Center Mall
  • Top sales merchandiser
Store Manager, 1997 to 10/1999
Arnie's Department StoreCity, STATE,
  • Supervising sales associates, opening and closing of management and bank deposits, selection and fall fashion lines, supervision of inventory control and checkout.
  • Gained Hands-on statistical / financial report experience in generation, bank reconciliation's, and other store office administration functions.
  • Responsibilities included hiring, training, scheduling, and store, cash ordering of summer merchandising, housekeeping, functions, and customer service.
Assistant Store Manager, 03/1996 to 03/2000
Eckerd And Revco Drug StoresCity, STATE,
  • In charge of opening and closing store, bank deposits, vendor liaison, replenishment stock ordering, expense monitoring/ control, implementation of new store sets, and modification of known loss reports, training of all cashiers and associates, payroll, cash drawer reconciliation, etc.
  • Highlights: Started as a cashier and promoted to service assistant in two months and assistant manager in one year for outstanding performance.
  • Won various sales and donations awards during tenure.
High School Diploma: Business and Marketing, Expected in 1997
Ocean Lakes High School - Virginia Beach, VA
Attended Professional Marketing and Management Seminars
: Accounting and Business, Expected in 2004
University of Phoenix - San Diego, CA
Accountant Management, Client Relations, Computer Proficiency, Organizational Skills
Additional Information
  • Honor 2nd Place Winner of the DECCA State Marketing Conference Award (1997)
  • Active Volunteer in the local community

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School Attended

  • Ocean Lakes High School
  • University of Phoenix

Job Titles Held:

  • Enrolled Agent / Tax Accountant / Office Manager
  • Compliance Officer/Processing Manager/HR Manager
  • Team Coach
  • Vice President of Sales / Office Manager / Legal Department
  • Legal Secretary / Administrative Assistant
  • Receptionist / Administrative Assistant
  • Real Estate Legal Assistant
  • Administrative Assistant
  • Accountant
  • Collections Representative
  • Sales Merchandiser
  • Store Manager
  • Assistant Store Manager


  • High School Diploma

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