Office Manager/Tax Preparer/Notary Public Resume Example

Maintained impeccable office organization to support efficiency, professionalism and performance objectives.

• Automated office operations to manage client correspondence, record tracking and data communications.
• Trained tax preparers
• Oversaw office financial management and payroll administration.
• Automated office operations, managing client correspondence, record tracking and data communications in database and case management software.
• Handled large amount of cash
• As a TAX PREPARER interview clients to obtain additional information on taxable income and deductible expenses and allowances.
  Interview clients to gather financial information.
  Use all appropriate adjustments, deductions, and credits for client return.

Prepare or assist in preparing simple to complex tax returns for individuals or small businesses.

Furnish taxpayers with sufficient information and advice to ensure correct tax form completion.
Advise on financial matters.

Check data input or verify totals on forms prepared by others to detect errors in arithmetic, data entry, or procedures.
Verify accuracy of records.

Calculate form preparation fees according to return complexity and processing time required.

Answer questions and provide future tax planning to clients.
Develop financial plans for clients.
Correspond with customers to answer questions or resolve complaints.

Review financial records such as income statements and documentation of expenditures to determine forms needed to prepare tax returns.
Examine financial records.

Explain federal and state tax laws to individuals and companies.
Explain regulations, policies, or procedures.