office manager tax preparer resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
Home: (555) 432-1000 - Cell: - - : - -
Professional Summary

Organized Accountant with 10+years of managing accurate accounting information, tax return support, bookkeeping and corporate operations. Experienced financial professional with detail oriented and high level of integrity. Works well with others. Expertise in checking documents for completeness, preparing routine reports and maintaining electronic and paper records. Resourceful and competent individual. Excellent interpersonal and people skills.

  • General Accounting, Processes
  • Accounts receivable/Payable
  • Tax Preparation
  • Cash Management
  • Organizational Skills
  • Credit and Collections
  • Employee Training
  • Team Building

Proficient in following Software:

  • QuickBooks
  • Mas 90/200
  • Peachtree Accounting
  • Drake Tax Program
  • Liberty Tax Program
  • Turbo Tax Program
Work History
01/2013 to Current
Office Manager/Tax Preparer Accuweather.Com Wichita, KS,
  • Handled all incoming business and client requests for information.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Prepared weekly payroll.
  • Complete quarterly and annual financial statements for business clients.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Annually prepare timely and accurate Individual and/or Small Business income tax returns.
  • Assist clients with resolving simple and complex tax issues with IRS.
  • Solved problems timely and effectively, ensuring customer satisfaction.
02/2013 to 09/2019
Income Tax Preparer/Bookkeeper Liberty Tax Service City, STATE,
  • Interviewed tax clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Prepared returns such as corporate and individual returns.
  • Eliminated discrepancies in finances by expertly documenting expenses, monitoring income, handling bank deposits and managing statements.
  • Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
  • Maintained account accuracy by reviewing and reconciling checks monthly.
  • Maintained and processed invoices, deposits and money logs.
  • Supported operations by communicating with customers, filing documents and managing data.
01/2001 to 01/2011
Assistant Controller GDI/Truck Central LLC City, STATE,
  • Extremely detail oriented.
  • Calculated salesperson commissions based on established parameters and disbursed weekly payments.
  • Followed up with delinquent accounts to obtain funds and reduce aging balances.
  • Completed journal entries, reconciliations and account analysis to prepare quarterly financial documents and general account management.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
  • Accurately completed financial statement audits and thoroughly reviewed results.
  • Managed payroll data entry and processing for 25 employees to comply with predetermined company guidelines.
  • Managed daily financial functions in collaboration with accounting and payroll personnel.
01/1995 to 01/2001
Logistic Supervisor/Cash Application Supervisor Multiple Position Sears & Roebuck City, STATE,
  • Supervised day to day warehouse operations and management of warehouse and ensured effective implementation of processes designed to control inventory.
  • Directly supervised warehouse employees.
  • Maintained records of all outstanding purchase orders with external vendors.
  • Approved time sheet for warehouse employee.
  • Ensured that all general ledgers are reconciled and balanced at month end.
  • Responsible for ensuring incoming funds were balance to detailed transactions recorded to customer accounts.
  • Managed credit card, void, transaction and created credits for refunds.
  • Prioritizing tasks by Verifying effective and timely implementation of all operational goals.
  • Prevented errors in processing by keeping all documentation and records accurate and up-to-date with latest data.
  • Used hand-held devices and computers to record and monitor inventory levels and completed audits to uncover and address inaccuracies.
  • Calculated and remitted state sales tax, service and other charges.
  • Organized and prepared tax and title documents to transfer ownership of property.
Expected in 1989 to to
Bachelor of Science: Social Work
Rust College - Holly Springs, MS

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Resume Overview

School Attended

  • Rust College

Job Titles Held:

  • Office Manager/Tax Preparer
  • Income Tax Preparer/Bookkeeper
  • Assistant Controller
  • Logistic Supervisor/Cash Application Supervisor


  • Bachelor of Science

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