Tax Preparation Specialist Resume Example

Multi-talented Payroll Tax Professional consistently rewarded for success in planning and operational improvements tailored to individual client needs. Experience in policy development and staff management procedures positively impacting overall morale and productivity. Experience with clients of a variety of industries which required methods of achieving payroll and tax compliance that varied but suited to the specific needs of the client.

• Achieved numerous recommendations from highly satisfied clients.
• Achieved a 300% product attach rate during first month.
• Achieved a 100% client intent to return rate.
• Exceeded individual sales goals by as much as 168% in one period
• Exceeded program goals and expectations for Connectcom department
• Exceeded previous year's billable minutes and broke records for several weeks on end
• Promoted from team lead to supervisor in 54 days
• Responsible for AM Cleaning being able to turn over a profit in less than 60 days

Little Peeples World Daycare LLC

My responsibilities vary from week to week and business needs but always included:

• Weekly ADP Payroll including income tax withholding, payment method, calculations
• Maintain and update list of actively enrolled students vs full capacity
• Identify and maintain list of expenses versus current income
• Prepare end of year statements, W-2's, 1099s
• Prepare and file quarterly payroll tax returns

AM Cleaning Services LLC

My responsibilities varied from week to week and business needs but included:

• Bill and collect unpaid invoices
• Pay any invoices or bills due by company
• Scheduled clients, optimized scheduling technique to maximize profit
• Prepared and calculated employee payroll records and checks
• Digitized prior quarter and year business drives into a shared OneDrive Folder