licensed tax preparer resume example with 20+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK
H: (555) 432-1000
C:
resumesample@example.com
Date of Birth:
India:
:
single:
:
Executive Profile
Ambitious [Job Title] who creates strategic alliances with organization leaders to effectively align with and support key business initiatives. Builds and retains high performance teams by hiring, developing and motivating skilled professionals.[Job Title] driven to manage costs and establish strategic, mutually beneficial partnerships and relationships with users, vendors and service providers.
Skill Highlights
CUSTOMER SERVICE MARKETING
Extensive experience and education in marketing, performance and financial management. Focused on customer service and team
building. Skilled in a variety of financial software systems, ESRI ArcGIS, website development, Microsoft Office Suite
Core Accomplishments
Professional Experience
Licensed Tax Preparer, 2010 - 08/2010 Alexander Mann Solutions – Cleveland, OH,
Specializing in tax return preparation for individuals, businesses and trusts.
Licensed Tax Preparer specializing in preparing tax returns for individuals with complex returns involving Schedule C businesses, rental properties and stock portfolios.
Requires extensive knowledge of state and federal tax law.
Used solid accounting skills, customer relations and long hours to personally complete 225 returns in a 3 month period.
Exceeded ! goal by 100 returns.
Firm had best year ever with the lowest labor cost.
Identified areas of opportunity for firm to develop new business.
Created marketing materials to reach target markets.
Accounting Specialist, 02/2010 - 11/2010 Baker Hughes Company – Other Ohio, OH,
Southern Oregon's most respected bank, specializing in real estate loans and savings.
Accounting Specialist responsible for corporate accounting.
Specializing in cash management and balancing daily activities of 7 branches.
Manage daily activity of the Federal Reserve account and other asset accounts.
Oversee General Ledger and ensure all accounts balance, write journals to record transactions.
Prepare daily reports for CFO on industry rates, cash borrowings and balances.
Perform end of period and beginning of period accounting processes.
Converted bank's deposit process to the new Check 21 process eliminating the time delay of physically transferring checks deposited on a daily basis.
Business Operations Manager, 08/2010 - Current City Of Grants Pass – City, STATE,
Serving a population of 34,533 as the Josephine County seat.
River town located north of the California Oregon border.
Business Operations Supervisor responsible for public and internal services for City Community Development, Building, Planning, Parks and Engineering functions.
Supervise department systems including permit issuance, records collection and retention, databases, software, accounting and 5.9m budget.
Train and supervise excellent customer service of direct reports.
Performed internal audit to determine staff functions and reorganized positions to better utilize skill sets.
Resulted in improved performance and increased job satisfaction of staff.
Managed City wide Geographic Information System (GIS) software update.
Year long project to upgrade antiquated GIS to current version.
Developed team to perform various functions, updated Executive Staff and Council on progress.
Led project to digitize 13,000 tax lot files and link to GIS.
Came in $55k under budget and improved access for staff and citizens.
Credited with improving morale, increasing team player attitude and decreasing departmentalism.
Randy K.
Jentzsch & Co.
Certified Public Accountants (Tax-Magic.net).
General Partner, 2003 - 2009 White Water Landscape Services, LLC – City, STATE,
Design and installation of high quality landscapes and hardscapes.
Specialized in outdoor lighting design and installation.
General Partner responsible for administrative functions including accounting, payroll, vendor relations/negotiations, insurance, legal matters, marketing, press releases, website development and customer service.
Developed and implemented successful business plan with contractor partner.
Generated new business in excess of $400,000 annually.
100% satisfaction of customers resulted in referrals of services by vendors and customers.
Corporate Customer Service Manager, 07/1997 - 03/2003 Cagwin & Dorward – City, STATE,
Northern California's largest landscape contractor specializing in landscape maintenance for commercial properties.
Selected as Corporate Customer Service Manager to increase retention of customer base by applying and training relationship building skills to customer service, field and sales staff.
Oversee sales and field operations and communicate customer satisfaction levels to CEO and COO.
Provide and delegate administrative support to sales and field staff.
Write public relations articles and submit to press.
Collaborated as executive management team member to identify target markets and develop effective sales presentations.
Created several types of monthly and annual reports by compiling customer, financial and field operations data, formulating Excel spreadsheets, entering data, interpreting results and presenting to all levels of management.
Education
B.A: Business Management & Marketing, Expected in 1993 - California State University - Rohnert , CA GPA: Status -
Business Management with a concentration in Marketing
Participant in 2 World Conferences on Customer Service Management: , Expected in - - , GPA: Status -
Skills
.net, Accounting, administrative, administrative support, balance, budget, Business Operations, business plan, C, cash management, interpersonal, communication skills, Conferences, Council, customer relations, customer satisfaction, excellent customer service, CUSTOMER SERVICE, databases, ESRI ArcGIS, executive management, financial, financial management, General Ledger, GIS, insurance, team
building, law, legal, lighting, Magic, marketing, marketing materials, access, Excel spreadsheets, Excel, Outlook, PowerPoint, Microsoft Word, negotiations, payroll, presenting, presentations, press, press releases, problem solving, processes, progress, public relations, quality, real estate, relationship
building, relationship building, sales, Supervisor, systems thinking, Tax, team player, upgrade, vendor relations, website development, articles, annual reports
Additional Information
ESRI's 2014 Special Achievement in GIS Award (esri.com)
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Resume Overview
School Attended
California State University
Job Titles Held:
Licensed Tax Preparer
Accounting Specialist
Business Operations Manager
General Partner
Corporate Customer Service Manager
Degrees
B.A
Participant in 2 World Conferences on Customer Service Management