Jessica Claire
, , 100 Montgomery St. 10th Floor (555) 432-1000,
Professional Summary

Tax Office Administration Project Management Driving Growth and Success through Strategic Partnerships An accomplished tax professional with broad sales and use tax knowledge and operations expertise -from overseeing accounting and budgets to effectively managing tax filing. A proactive team player with keen business acumen and strong strategic planning, analytical and project management skills. Ability to multitask efficiently. Track record of leveraging exceptional value from business relationships through expert negotiation and communication skills. A transformative, authentic, and influential collaborator who challenges the status quo and drives performance through strategic and operational partnerships. Motivated Tax Accountant promoting more than 5 years of expertise in monitoring federal and state tax laws and changes. Action-oriented individual with experience assisting with audits. Team-player and tax expert with dynamic analysis and process improvement talents. Driven Executive Administrative Assistant successful at developing and maintaining detailed administrative and procedural processes reducing redundancy, improve accuracy and achieve organizational objectives. Over 10 years of experience supporting leaders in management and executive roles.

  • Corporate, Federal, State, Property and Excise Tax filings
  • Research and Documentation
  • General ledger reconciliations
  • Account reconciliation processes
  • Filing and data archiving
  • Documentation and reporting
  • Calendar management and travel coordination
  • 65 WPM typing speed
  • Office management
  • Office Administrative support
  • Skilled in MS Office, People Soft, Sage, Vertex
Work History
07/2012 to 11/2020 Tax Accountant Certara Inc. | Blue Bell, PA,
  • Prepared and filed over 30 domestic sales, use, excise, gross receipts, B&O, and property tax-returns.
  • Reviewed revenue/sales reports to identify new clients and determined new sales tax filing according to state laws.
  • Researched sales and use tax laws according to Wayfair legislation.
  • Imported and exported over 100 fixed assets, ran depreciation reports using Sage Software.
  • Processed over 25 federal and state quarterly payments in timely manner.
  • Prepared, filed and processed documentation for over 20 business licenses for first time applications, renewals, annual, biennial reports.
  • Created Market Based and Cost of Performance calculations.
  • Provided status reports to management relating to critical changes in law and analyze how changes impact business operations.
  • Provided office support to Tax Team, including coordination of messengers, faxes, check requests, and ordered office supplies.
  • Gathered all documents, processed and submitted Expense Reports for key personnel.
  • Created Purchase Orders as requested.
  • Examined accounts and records and computed tax returns according to prescribed rates, laws and regulations.
  • Remained educated in all current tax laws for 50 states.
11/2005 to 06/2012 Executive Administrative Assistant Chris Howell Foundation | Dallas, TX,
  • Created highly effective organizational filing systems, included quick and thorough indexing, filing and offsite storage, resulting in easy access to critical information and streamlined office functioning.
  • Coordinated and set up high-level conference calls, board and management meetings, special events and travel arrangements for top executives.
  • Updated and maintained executives’ calendar, completely re-organized Executive and Finance libraries, and assisted managers with special projects as needed, including building renovations and office moves.
  • Prepared daily mail/correspondence; reviewed packages and handled routine correspondence.
  • Acted as liaison and maintained open lines of communication among senior executives, board members, shareholders, management, and administrative staff.
  • Assisted accounts payable department with vendor setup and acquired necessary approvals for vendor payments.
  • Assisted accounts receivables with necessary daily activities.
  • Processed expense reports.
01/2000 to 06/2005 Office Manager – Executive Assistant Zepeda Construction Inc./A&S Eagle, Inc | City, STATE,
  • Answered high volume of incoming calls and in-person inquiries from clients and colleagues; treated each person with respect and provided information and referrals.
  • Coordinated preparation and dissemination of company reports and slide presentations for board meetings.
  • Maintained calendar for appointments, calls, meetings, and follow-up tracking.
  • Researched and compiled materials needed for meetings, calls, projects, etc.
  • Coordinated travel arrangements and travel itinerary, including venue details and concierge contact.
  • Functioned as liaison between senior management and staff, clients, etc.
  • Researched, compiled, and presented projects as requested.
  • Prepared project updates, status reports, EEO Reports, Certified Payrolls.
Expected in 05/2013 MBA | Business Administration And Management University of Phoenix Chicago, Chicago, IL. , GPA:
Expected in 05/2003 Bachelor of Science | Criminal Justice Mundelein College, Loyola University, Chicago, IL. , GPA:

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School Attended

  • University of Phoenix Chicago
  • Mundelein College, Loyola University

Job Titles Held:

  • Tax Accountant
  • Executive Administrative Assistant
  • Office Manager – Executive Assistant


  • MBA
  • Bachelor of Science

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