Jessica Claire PROFESSIONAL SUMMARY Highly-skilled and responsible professional with experience providing support to four programs and multiple boards within the organization. Thorough and detail-oriented. Ability to prioritize, switch gears and move from task to task effortlessly. Positive can-do attitude.
Skills
Administrative support specialist
Proper phone etiquette
Meeting planning
Articulate and well-spoken
Professional and mature
Strong problem solver
Understands grammar
Self-starter
Meticulous attention to detail
Invoice processing
Customer Service skills
Confidentiality
Microsoft Office
Time Management
Experience
07/2016 to Current
Executive AssistantCloudflare – Chicago, IL,
Manage and maintain executives schedules.
Schedule and confirm appointments for clients, customers, or supervisors.
Prepare agendas and make arrangements, such as coordinating catering for luncheons, for committee, board, and other meetings.
Attend meetings to record minutes.
Compose, type, and distribute meeting notes, routine correspondence, or reports, such as presentations or expense, statistical, or monthly reports.
Prepare invoices, reports, memos, letters, financial statements and other documents, using word processing, spreadsheet, database, or presentation software.
Perform general office duties, such as ordering supplies, maintaining records management database systems, and performing basic bookkeeping work.
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
Greet visitors or callers and handle their inquiries or direct them to the appropriate persons according to their needs.
Answer phone calls and direct calls to appropriate parties or take messages.
Prepare responses to correspondence containing routine inquiries.
12/2002 to Current
Tax PreparerMicciantuono & Company – Newton, MA,
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Maintain records for each case, including contacts, telephone numbers, and actions taken.
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.
Enter tax return information into computers for processing.
Answer questions from taxpayers and assist them in completing tax forms.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Review filed tax returns to determine whether claimed tax credits and deductions are allowed by law.
Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Interview clients to obtain additional information on taxable income and deductible expenses and allowances.
Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Consult tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Calculate form preparation fees according to return complexity and processing time required.
Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Currently studying to become an Enrolled Agent.
04/2015 to 02/2016
Administrative AssistantMyr Group – Bargersville, IN,
Operate office equipment, such as fax machines, copiers, or phone systems and arrange for repairs when equipment malfunctions.
Use computers for various applications, such as database management or word processing.
Answer telephones and give information to callers, take messages, or transfer calls to appropriate individuals.
Set up and manage paper or electronic filing systems, recording information, updating paperwork, or maintaining documents, such as attendance records, correspondence, or other material.
Complete forms in accordance with company procedures.
Open, read, route, and distribute incoming mail or other materials and answer routine letters.
12/2014 to 03/2015
Tax PreparerMicciantuono & Company – Newton, MA,
Maintain knowledge of tax code changes, and of accounting procedures and theory to properly evaluate financial information.
Maintain records for each case, including contacts, telephone numbers, and actions taken.
Contact taxpayers by mail or telephone to address discrepancies and to request supporting documentation.Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.
Use all appropriate adjustments, deductions, and credits to keep clients' taxes to a minimum.
Compute taxes owed or overpaid, using adding machines or personal computers, and complete entries on forms, following tax form instructions and tax tables.
Education and Training
Expected in to to
Enrolled Agent Exam Preparation: IRS Laws & Regulations Fast Forward Academy - Online, GPA:
I am working towards becoming an Enrolled Agent with the IRS. I have passed one of the three required exams and am awaiting the results of the second one. I anticipate taking the third exam in January of 2022.
Expected in 12/2011 to to
Certificate of Completion: Medical Billing And Coding Allen School Online - Phoenix, AZ, GPA:
This was an eleven month program covering all current aspects of medical billing and coding.
Expected in 10/2006 to to
Bachelor of Science: Business Kaplan University - Davenport, IA, GPA:
I completed my final two years towards my BS degree online at Kaplan University.
Expected in 05/1992 to to
Associate of Applied Science: Data Processing & Accounting Technology Helena College University of Montana - Helena, MT GPA:
I completed a double major in Data Processing and Accounting Technology.
Expected in 05/1992 to to
Certificate of Completion: Executive Secretary Helena College University of Montana - Helena, MT GPA:
I completed all required coursework to receive the Executive Secretary Certificate.
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