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

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.

  • Client Invoicing
  • Decision Making
  • Client Records Review
  • Tax Advisement
  • Tax reporting
  • Tax-related research
  • Payroll familiarity
  • Local, state, and federal tax returns
  • Financial statements expertise
  • Tax return preparation
  • IRS correspondence
  • Relationship building
  • Budgeting
Work History
Tax Preparer, 01/2016 to Current
IntuitNapa, CA,
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
  • Completed and filed returns with tax departments at local, state, and federal levels.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Reviewed client's tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Facilitated integration of modern tax software with client accounting software.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated communication between clients and tax authorities.
  • Prepared US, multistate, and international tax returns for business clients.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
  • Oversaw team of 4 tax professionals handling up to 300 clients per year
Property Accountant, 04/2014 to 05/2019
Boise Property ManagementPhiladelphia, PA,
  • Assisted in creation of new property accounts and determined tax filing and data requirements.
  • Monitored accounts payable and accounts receivable functions to accurately gauge organization cash flow.
  • Maintained relationships with 5 realtors for 7 years to assist in buying and selling 4 commercial properties.
  • Analyzed and reported financials for 3 private properties and 2 commercial properties annually.
  • Reviewed numerous financial statements for accuracy and determining compliance with generally accepted accounting principles.
Leasing Professional, 04/2014 to 01/2019
Redpeak PropertiesArvada, CO,
  • Toured property with prospective tenants and provided wealth of information in regards to its key features.
  • Marketed property to local businesses through collateral, emails, and phone calls.
  • Helped clients find leases to suit needs such as handicapped access, pet-friendly locations, and one-story configurations.
  • Marketed diverse properties to prospective clients and consistently exceeded target closing rates.
  • Verified tenant incomes and other information before accepting lease applications.
  • Validated rental eligibility by using TRANSUNION (SMART MOVE) verification process.
  • Escalated major issues to property manager for immediate remediation.
  • Performed background checks on over 300 apartment applicants.
  • Experienced with new construction, luxury apartment buildings, condominiums, and 55+ communities and units.
  • Resolved conflicts between tenants regarding noise, encroachments, and parking.
  • Kept meticulous records of correspondence between management and tenants.
  • Invited prospects to fill out applications upon completion of property tour.
  • Distributed and followed up on tenant renewal notices.
  • Inspected properties before and after new tenant move-ins to schedule maintenance, cleaners, and other services.
  • Conducted property showings to highlight features, answer questions and redirect concerns to close contracts.
  • Maintained long-term relationships with property owners and other professionals to deliver best-in-class leasing consultations.
  • Liaised between property owners and tenants about expectations, paperwork, payments, and other logistics.
  • Responded to messages and inquiries from various parties and used well-developed active listening and open-ended questioning skills to promote quick issue resolution.
  • Responded to requests and scheduled appointments for property showings.
  • Assisted prospective tenants in paperwork completion and other logistics to facilitate smooth move-in processes.
  • Greeted clients, showed apartments, and prepared leases.
  • Collected monthly rent payments and other fees, always properly recording and processing money.
  • Kept records accurate, detailed, and fully compliant with reporting requirements to meet state, local, and federal housing requirements.
  • Collected rent and tracked resident payments and information in computer system.
  • Held high approval rating and maintained customer loyalty with top-notch service.
  • Oversaw monthly collections and maintained high payment rates by building positive relationships with tenants.
  • Contracted maintenance workers based on tenant needs and acted quickly to maintain tenant satisfaction during emergency situations.
  • Toured property with prospective tenants and provided wealth of information in regards to its key features
Associate of Arts: BUSINESS ENTREPERNEUR, Expected in 05/2009
Associate of Arts: Real Estate, Expected in 12/2021

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