(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary
Highly analytical, deadline-driven Tax preparer who completes accounting activities with accuracy and speed.
  • Bookkeeping
  • Financial reporting
  • Individual tax returns
  • Tax accounting
  • Customer relations
  • Federal/State tax preparation
  • Fast learner
  • Pay attention to detail
  • Bilingual/Spanish speak,read, and write it
  • Highly dependable
  • PTIN certified
College of the Mainland Texas City, TX Expected in 1998 GED : - GPA :
Work History
Orvis - Retail Sales Associate
Usa ● Richmond, VA, 10/2016 - 2017
  • Resolved all client problems and complaints quickly and effectively.
  • Assisted with various customer service issues (i.e. dissatisfied customers, returns, defective merchandise) OPERATIONS.  
  • Collaborated with store manager in areas of risk management, physical security, store cash controls, and inventory management.
  • Supported and assisted in staff training in all areas of appropriate register usage and maintenance.
  • Participated in inventories.  
  • Executed cash control procedures including
Optima Tax Relief - Tax preparer
Chandler, AZ, 2016 - 03/2016
  • Meet with clients to discuss their tax-preparation needs. 
  • Maintained records of tax returns in a computer database. 
  • Calculated fees for clients and mailed their forms to the IRS. 
  • Prepared taxes for business clients.
  • Help trained new tax preparers on procedures and policies.
Kelly Services INC/ BP Refinery - IRP Document Control Clerk
City, STATE, 08/2008 - 04/2009
  • Made copies, sorted and organized files and created folders.
  • Maintained supply of classified and unclassified documents. 
  • Reviewed documents to determine pre-established classification level based on contractsl, distribution requirements and processed distribution requests according to established procedures.
  • Ensured quality assurance checklist for product release packages in support of production schedules. 
  • Maintained a secure, computerized document revision system, a periodic review system and status tracking for all process-related documents and records.
Kelly Services/America National Insurance Co - Credit Division Insurance Clerk
City, STATE, 05/2007 - 10/2007
  • Performed mid-volume data entry.
  • Performed basic management of electronic files (i.e. print, copy, transfer and delete). 
  • Accessed information from a computer and maintained a computer database
  • Entered data for envelopes, labels, form letters and correspondence.
  • Detected and corrected errors. 
  • Performed other related duties as required.

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School Attended

  • College of the Mainland

Job Titles Held:

  • Retail Sales Associate
  • Tax preparer
  • IRP Document Control Clerk
  • Credit Division Insurance Clerk


  • GED

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