Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Professional Summary
Dynamic and highly qualified Staff Accountant with over five years of working experiences in the areas of taxation and general accounting.

General and tax accounting

Account & bank reconciliations

Proficient with Excel and MS Office

Proficient with QuickBooks

ProSystem fx Tax

ProSystem fx Engagement

RIA and Checkpoint

GoFileRoom and Sureprep

Work History
2016 to 03/2017 Tax Accountant (Seasonal Employee) Assure | Rialto, CA,

Prepared business tax returns which included partnership, S corp and some C corp

Many business returns were messy, assisted with posting AJEs, reclassifying accounts, and performing cash reconciliations prior to prepare tax returns

Performed two years tax comparison analysis for reasonableness and made appropriate inquires for significant changes

Prepared complex individual income tax returns for clients with multiple rental properties, schedule C, schedule A, 1099s and K-1s

Prepared trusts and some gift tax returns as well as 990 nonprofit tax returns

Assisted with miscellaneous duties such as extension filings and called FTB to verify if clients made appropriate quarterly estimated tax payments.

2014 to 04/2015 Tax Associate Medcor, Inc | Richmond, CA,

Prepared complex corporate, partnership, and high net worth individual income tax returns

Prepared and analyzed year-end planning projections for clients to maximize tax savings

Having knowledge in stock options such as RSUs, ISO, and ESPP

Prepared financial statements and maintained the books for a few companies. Duties included processing payables, maintaining ledgers, and completing monthly bank reconciliation

Preparation of foreign filing tax returns such as FBARs and other foreign reporting forms

Helped managers with contacting government agencies regarding client notices and questions

Researched, documented, and analyzed complex tax law and regulations.

11/2010 to 05/2011 Staff Accountant Medcor, Inc | Bonny Doon, CA,

Specialized in preparation of high net worth individuals, C corps., S corps, and partnerships tax returns

Reviewed, reconciled, and recorded adjusting journal entries for client's financial statements before preparing tax returns

Prepared and filed forms 1099s and sales tax returns

Filed quarterly payroll tax returns (941's & DE6's) and annual returns (W2's) for multiple clients

Filed annual property tax return (form 571-L)

Researched complex tax issues and developed practical and effective tax approaches.

05/2008 to 10/2009 Staff Accountant E. & J. Gallo Winery | Rochelle, IL,

Prepared tax returns: high net-worth individual, business, gift tax, and trust returns

Prepared and filed forms 1099-Misc, W-2's, and quarterly and year-end payroll tax returns

Performed the following bookkeeping tasks: set up QuickBooks, recorded daily transactions, prepared journal entries, and performed account reconciliations 

01/2008 to 03/2008 Tax Accountant Medcor, Inc | City, ,

Prepared high net-worth individual tax returns

Assisted in preparing and filing extensions and created estimation tax vouchers

Contacted ProSystems hotline and Franchise Tax Board to resolve on technical tax issues

11/2006 to 10/2007 Staff Accountant Brown Adams LLP, CPAs | City, State,

Prepared tax returns: high net-worth individual, business, trust, and charitable remainder unitrusts

Performed cash reconciliations and booked adjusting journal entries prior to preparing tax returns for corporations, partnerships, and charitable remainder trusts

Prepared quarterly income tax projections for individuals

Researched on complex tax issues.

Expected in 2006 Bachelor of Science | Accounting California State University, East Bay, Hayward, CA, United States GPA:

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School Attended

  • California State University, East Bay

Job Titles Held:

  • Tax Accountant (Seasonal Employee)
  • Tax Associate
  • Staff Accountant
  • Staff Accountant
  • Tax Accountant
  • Staff Accountant


  • Bachelor of Science

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