Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -

A knowledgeable professional and competent in legal guidelines and corporate governance best practices. She is able to preserve a company's integrity by making sure it stays on a lawful and ethical course. She can provide an effective services that fit a clients needs and budget. Her greatest strength lies in her ability to listen to others, identify a problem and then come up with innovative solutions. On a personal level, she is a sociable person who can quickly collaborate with other departments to create a culture of compliance. Ensuring that your company adheres to all policies, regulations and establishing efficient methods for good customer service.

At the moment, she wants to join a reputable company, where she can advance to the next level in her career.

12/2016 to 08/2019
Tax Manager Rehmann Muskegon, MI,
  • Managed a team of associates to evaluate and advise on favourable tax structures to pitch to clients.
  • Developed client retention strategies and growth opportunities to achieve our strategic aims.
  • Ensured the accounting and financial reporting systems are effective, assess quality, identify concerns and devise innovation strategies. Co-ordinate the introduction of these changes.
  • Led a team of seven (7) associates to ensure outstanding client support and training.
  • Managed 600 clients from southeast and south of Brazil, with a monthly revenue exceeded $10M per month.
  • Researched various tax issues to ensure compliance with Federal and State revenue agencies.
  • Completed monthly operational reviews on budget compliance, liaise with stakeholders to identify concerns and advise adjustments.
  • Verified accuracy of accounting disbursements, such as payroll and vendor payments.
  • Prepared departmental contracts for legal approval.
  • Communicated proprietary and confidential information to clients.
01/2015 to 12/2016
Tax Specialist Cbiz, Inc. Toledo, OH,
  • Compiled, prepared, and filed federal and state tax returns in compliance with regulatory standards.
  • Produced financial reports and audit documentation to facilitate internal and external auditing.
  • Researched tax issues to assist clients in decision-making and effective resolutions with the State.
  • Contacted non-compliant accounts to negotiate payment options.
  • Reconcile multiple bank statements for various programs in the agency
  • Reviewed and interpreted the tax regulations to assure compliance and prepared the amendments for jurisdiction reporting
  • Procured and developed sustainable client relationships.
  • Conducted client training on transacting with online solutions.
  • Maintained and managed over 30 accounts with monthly closings of 900K - 2M per month
12/2011 to 12/2014
Trainer Lawyer Scheels Sports Cedar Falls, IA,
  • Litigation and dispute resolution specialist in civil and contractual matters.
  • Work with senior lawyers to collect evidence, research, draft, prepare and defend cases before court.
  • Negotiated civil dispute settlements with judges and opposing counsel to minimize payment or maximize receipt of monetary damages.
03/2007 to 12/2008
Sales Associate Ford Motor Co City, STATE,
  • Implemented revenue strategies, sales and customer engagement tactics, increasing the client base by 25%.
  • Grew revenue by 25% using Salesforce data analysis to track key sales team activities.
  • Supported senior personnel with technical solutions, costing and client presentations.
  • High degree of professionalism and problem-solving resilience, guaranteeing 100% customer service satisfaction, from product selection through to completion of purchase, sales support, product support, insurance, and after-sales support.
  • Liaising with head office to ensure timely delivery of vehicles.
Education and Training
Expected in 12/2016
Bachelor of Arts: Law
Universidade De Marilia (UNIMAR), Mackenzie School - Sao Paulo, SP
Expected in 01/2009
Associate of Applied Science: Business Management
Centro Universitario Euripides De Marilia (UNIVEM) - Sao Paulo, SP
  • Investigating and determining the cause of irregularities and errors.
  • Proven ability to consistently make the right decisions and judgments.
  • Highly developed research skills.
  • Maintaining up to date knowledge of applicable state and accreditation standards.
  • Proven leadership skills and having an executive presence.
  • Intellectually curious.
  • Keen to learn continuously.
  • Able to meet the highest level of work schedule and attendance standards.
  • Always having a customer centred approach to things.
  • Proven executive level communication skills.
  • Strong reasoning and organizational skills.
  • Willing to travel
  • Fluent in Portuguese, Spanish and English

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School Attended

  • Universidade De Marilia (UNIMAR), Mackenzie School
  • Centro Universitario Euripides De Marilia (UNIVEM)

Job Titles Held:

  • Tax Manager
  • Tax Specialist
  • Trainer Lawyer
  • Sales Associate


  • Bachelor of Arts
  • Associate of Applied Science

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