Jessica Claire
- Montgomery Street, San Francisco, CA 94105
- (555) 432-1000
- resumesample@example.com
- Date of Birth:
- India:
- single:
Professional Summary
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.
Skills
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Work History
Tax Preparation Specialist, 12/2019 - 03/2020
Specialty1 Partners – Novi, MI,
Specialty1 Partners – Novi, MI,
- Maintained complete records of client tax returns and supporting documentation in secured areas
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities
- Facilitated communication between clients and tax authorities
- Offered clients recommendations to reduce tax liabilities
- Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns
- Completed and filed returns with tax departments at local, state and federal levels
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement
Office Manager, 11/2018 - 08/2019
Panera Bread Co – Washington, MO,
Panera Bread Co – Washington, MO,
- Tracked and recorded team expenses and reconciled accounts to maintain accurate, current and compliant financial records
- Hired, managed, developed and trained staff, established and monitored goals, conducted performance reviews
- Completed bi-weekly payroll for 15-20 employees
- Improved office operations by automating client correspondence, record tracking and data communications
- Developed and implemented office management procedures, increasing training efficiency, team productivity and accuracy
- Adhered to established guidelines to increase profits and collect supplier payments
- Kept physical files and digitized records organized for easy updating and retrieval by authorized team members
- Prepared vendor invoices and processed incoming payments
- Oversaw office accounting functions and payroll to keep finances accurate and current
SOLUTIONS SPECIALIST/SMALL BUSINESS SPECIALIST, 02/2015 - 11/2018
VERIZON WIRELESS – City, STATE,
VERIZON WIRELESS – City, STATE,
- Inspire and excite customers about how Verizon Wireless solutions can impact their lives
- Demonstrate passion and commitment to connecting and building relationships with customers
- Demonstrate commitment to professionalism, integrity, and exceeding customer expectations
- Demonstrate the team-focused attitude necessary to work effectively in a team-driven work environment
- Remain focused and productive in a fast-paced and results-oriented environment
- Winner of store wide, regional, and state wide sales contests
MANAGEMENT, 08/2014 - 02/2015
CONNECTCOM LLC – City, STATE,
CONNECTCOM LLC – City, STATE,
- Ensured clients expectations and goals were met by way of strategic employee scheduling to maximize calls handled and profits
- Reported KPI and other financially relevant data to the client weekly
- Manage, evaluate, coach and monitor team leaders and call center agents
- Hire and train team leaders and call center agents
- Monitor call center agent's sales presentations and prepare call center agent progress reports
- Fulfill other duties as may be assigned or required
Education
Bachelor of Science: Elementary Education, Expected in
| UNIVERSITY oF PHOENIX - Phoenix, AZ,
| UNIVERSITY oF PHOENIX - Phoenix, AZ,
GPA: 3.2
General Studies: General Education Studies, Expected in 2008
J. SARGEANT REYNOLDS COMMUNITY COLLEGE - Richmond, VA,
J. SARGEANT REYNOLDS COMMUNITY COLLEGE - Richmond, VA,
Dean's List
Accomplishments
- 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
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Resume Overview
School Attended
- | UNIVERSITY oF PHOENIX
- J. SARGEANT REYNOLDS COMMUNITY COLLEGE
Job Titles Held:
- Tax Preparation Specialist
- Office Manager
- SOLUTIONS SPECIALIST/SMALL BUSINESS SPECIALIST
- MANAGEMENT
Degrees
- Bachelor of Science
- General Studies
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