Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • Home: (555) 432-1000
  • Cell:
Professional Profile
Highly motivated Sales Associate with extensive customer service and sales experience. Outgoing sales professional with track record of driving increased sales, improving buying experience and elevating company profile with target market.
  • GoSystems, OneSource, Superforms, Aura, and BNA Tax Planner.
  • Tax Research Tools: RIA Checkpoint and CCH IntelliConnect
  • Advanced proficiency in MS Office Suite with emphasis in Excel skills (i.e. Pivot Tables, INDEXMATCH, etc.)
  • Identify and implement solutions for ambiguous and complex issues related to availability of data and project scope
  • Effective oral and written communicator
  • Time management and task prioritization
  • Flexibility and ability to adapt to evolving project objectives and resource constraints
  • Mentor to new employees and active participant in the firm's community service and campus recruiting events
  • Microsoft Office: Excel, Word, Powerpoint,.
Relevant Experience
Senior Tax Associate Tax Associate, 01/1 to 01/1
American Modern Insurance GroupAuburn, MA,
  • Managed a team of 6 interns and new associates on a large engagement and served as the point person of communication between the management team and preparer team.
  • Top-rated senior associate in the Tax Projects Delivery Group ("TPDG") that specializes in large-scale consulting projects related to the research and development credit ("R&D") and domestic production activities deduction ("Sec.
  • 199").
  • Plan and communicate project timing and data requirements to clients Perform qualitative and quantitative analysis to calculate and document the tax benefit Perform federal and state tax research and apply findings to calculation models and documentation plans Educate contacts outside of the client's finance organization on the Tax Code's rules to gather information Interview technical experts and prepare written documentation on key activities to support claims Evaluate tax accounting implications for R&D tax credit and Sec.
  • 199 deduction claims Demonstrated leadership abilities by training new hires, keeping preparers on task, providing technical guidance, and setting clear expectations for team members in order to meet deadlines.
  • Reviewed nearly 50 partnership federal and state tax returns within a two-month period.
  • Prepared multiple corporate, partnership, individual, and trust workpapers and returns using tax software.
  • Researched and analyzed issues related to corporate, partnership, and state tax returns.
  • Communicated effectively with clients, tax seniors, managers, and directors on the status of projects.
  • Provided a quality work product to seniors, managers, and directors while remaining efficient and sensitive to deadlines.
  • Coached and served as a mentor for many incoming new hires.
  • Prepared over 30 partnership federal and state returns within a 2-month period.
Tax Intern, 01/2011 to 08/2011
CorptaxHarrisburg, PA,
Business Analyst Intern, 06/2010 to 08/2010
, ,
  • Designed and created a decision document used by employees for project proposals.
  • Prepared multiple cost analyses and researched qualitative service aspects of potential service vendors.
  • Generated a report with all vendor characteristics that would assist in making an informed, final decision.
Certified Public Accountant State of Washington: , Expected in January 2015
University of Puget Sound - Tacoma, WA
Bachelor of Arts: Business Administration & Economics, Expected in May 2005
University of Washington - Seattle, WA
Business Administration & Economics
oral, consulting, Certified Public Accountant, credit, client, clients, Delivery, documentation, finance, leadership, Mentor, Excel, Microsoft Office, MS Office Suite, Powerpoint, Word, communicator, Pivot Tables, proposals, quality, quantitative analysis, recruiting, research, tax accounting, Tax, Tax Research, tax returns, Time management, written

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