, , 609 Johnson Ave., 49204, Tulsa, OK100 Montgomery St. 10th Floor
Home: (555) 432-1000
Cell:
resumesample@example.com
Summary
Highly motivated professional with 10 years of entrepreneurial and management experience. Skillfully creates and maintains professional and loyal relationships with co-workers, staff and clients while managing administrative and sales employees. Comfortable working independently as manager and leader and as collaborative team member. Applies business acumen and experience and exercises decisive judgment to meet and exceed organizational goals. Forward-thinking Bookkeeper offers top skills in financial analysis, budgeting and reconciliation. Motivated collaborator with superior organizational and interpersonal skills paired with outstanding work ethic. Dedicated to consistently meeting critical deadlines and increasing company productivity.
Skills
Finance and Accounting Oversight
Administrative Management
Records Organization and Management
Data Entry and Maintenance
Customer Account Management
Experience
Owner/Operator, 04/2020 to 08/2022 Lineage Logistics – Highland, CA,
Devised business and marketing plans and prepared monthly financial reports.
Set pricing structures according to market analytics and emerging trends.
Led startup and creation of operational procedures and workflow planning.
Enhanced operational performance by developing effective business strategies, systems and procedures.
Oversaw project execution, phase progress, workmanship and team performance to drive on-time completion of deliverables.
Prepared weekly schedules to verify proper floor coverage within fiscal guidelines.
Analyzed client business needs and assisted in determining appropriate resources and strategies.
Stored copies of completed returns and related documents according to company procedures and business regulations.
Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
Finalized and processed paperwork with local, state and federal government authorities.
Responded to state and federal tax notices by preparing written responses or tax return amendments.
Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
Analyzed information and assessed liabilities and deductions according to relevant tax code.
Produced US and state income, gift tax and estate tax returns for individuals.
Produced minimum of 120 tax returns weekly to boost firms' filing process.
Communicated with federal and state tax agencies to obtain best resolution for clients.
Implemented tax reduction strategies to analyze and minimize tax liabilities.
Advised clients to comply with IRS regulations and meet state and federal tax obligations.
Represented clients under audit before IRS to prove compliance with federal tax laws.
Analyzed unaudited financial statements to determine adjustments for accurate tax treatment.
Probed tax situations from different angles to apply maximum tax benefits or resolve tax debts.
Assisted small businesses and individual clients with filling out tax forms and electronically filing tax returns.
Environmental Services Housekeeper, 08/2021 to 04/2022 St. Joseph Health – Garden Grove, CA,
Helped prevent spread of infections by sanitizing surfaces, furniture and equipment.
Disinfected public areas frequently and provided spot cleaning to maintain clean, welcoming atmosphere.
Kept trash cans empty by removing regularly from rooms, bathrooms and hallways.
Maintained floors with regular sweeping, mopping and vacuuming.
Wiped down surfaces and refilled soap and hand sanitizer to prevent spread of germs.
Exceeded facility standards regularly by working with detail-oriented approach.
Responded quickly to calls for spills and other potentially dangerous situations.
Monitored supply levels of cleaning supplies and placed orders when necessary.
Returned vacant rooms to occupant-ready status by deep cleaning, changing linens, restocking inventory and removing trash.
Sanitized and cleaned sinks, mirrors, toilets and showers.
Communicated with maintenance team on damages to repair.
Prepared rooms for meetings and arranged decorations, media equipment and furniture for social or business functions.
Office Manager/Tax Preparer, 01/2013 to 04/2020 Camerons Tax Service – City, STATE,
Oversaw receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
Maintained impeccable office organization to support efficiency, professionalism and performance objectives.
Managed office inventory and placed new supply orders.
Trained and mentored administrative staff members in company policies, daily task execution and industry best practices.
Handled scheduling and managed timely and effective allocation of resources and calendars.
Monitored payments due from clients and promptly contacted clients with past due payments.
Coded and entered daily invoices with in-house accounting software.
Sustained office efficiency by implementing and planning office systems, equipment procurement and layouts.
Administered payroll and maintained proper documentation of employee personnel.
Reviewed files and records to obtain information and respond to requests.
Used judgment and initiative in handling confidential matters and requests.
Automated office operations for managing client correspondence, payment schedules and data communications.
Managed office budget to handle inventory, postage and vendor services.
Prepared and made daily deposits and assisted with invoice processing and bank reconciliation.
Reviewed purchase documents and company receipts for reconciliation with statements.
Prepared accurate financial reports each month by collecting, analyzing and summarizing account information.
Maintained full compliance when executing and tracking bank reconciliations, A/P, invoicing, billing and collections.
Recorded and processed business transactions within organization's system using double-entry accounting principles.
Prepared bank reconciliations, managed field audits and reviewed accounting records for accuracy.
Certified and processed payroll, electronic deposits and pay adjustments while distributing checks.
Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
Answered inbound customer calls and responded to inquiries.
Supported customer service goals and enhanced relations through friendly, knowledgeable and positive communication.
Education and Training
High School Diploma: , Expected in 05/2009 Citronelle High School - Citronelle, AL GPA:
: Polymer Science, Expected in University of Southern Mississippi - Hattiesburg, MS GPA:
Certifications
Enrolled ERO with the Internal Revenue Service.
FEMA: Independent Study Course IS-242.c Effective Communication
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