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tax preparer resume example with 10+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • Home: (555) 432-1000
  • Cell:
  • resumesample@example.com
  • :
Summary

Highly Motivated, seeking A fast paced, long term position with opportunity for growth and learning potential, limited only by personal effort and ability.

Skills
  • Extensive knowledge of computer operating systems ranging from Windows 93 To Vista And XP
  • Proficient knowledge of Microsoft Excel, Word Processor and Power Point
  • Excellent organizational skills
  • Very quick learner
  • Self starter
  • Team player
  • Excellent interpersonal skills
  • Ability to operate with discretion and maintain full confidentiality
  • Ability to operate with full autonomy
  • Ability to assess and solve problems In a swift manner
  • Shorthand
  • 60 WPM
Experience
Tax Preparer, 12/2017 to Current
Micciantuono & CompanyNewton, MA,
  • Process Daily Accounting across multiple locations
  • Liaised between clients and tax authorities such as IRS representatives. Finalized and processed paperwork with local, state and federal government authorities.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for clients.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Escalated customer satisfaction ratings by offering valuable insights to customers needs and expectations.
Office​ Manager/Executive​ Assistant , 11/2010 to 05/2016
Bowery Residents CommitteeNew York, NY,

CEO-

  • Maintained CEO's professional and personal appointment calendar.
    Coordinated all travel arrangements, including booking hotel rooms, car rentals and airfare traveling to domestic and international locations.
  • Received and screened high volume of internal and external communications.
  • Assisted by attending meetings, conferences when needed.
  • Organized corporate luncheons, dinners, conferences and special events.
  • Wrote reports and correspondence from dictation and handwritten notes.

CFO-

  • Created daily/monthly financial reports by collecting and analyzing
    information related to various items such as MCD payments, supply usage, payroll.
  • Worked as liason for regional and district employees, processing expense reports, travel.
  • Assessed events planning services and related costs.

General Day to Day-

  • Assisted HR director with claims processing and withholding orders
    with the Texas Workforce Commission and OAG, respectively.
  • Managed reception and lobby area, greeted visitors and responded to requests for information.
  • Maintained office inventory, negotiated related contracts for 20+ locations state wide.
  • Secured information by completing database backups.
  • Updated financial, customer and business records with accurate information regularly, preventing data loss and keeping files current.
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
  • Drafted meeting agendas, supplied advance materials and executed follow-up for meetings and team conferences.
  • Created and maintained spreadsheets and developed administrative and logistical reports.
  • Produced professional and error-free letters, presentations and spreadsheets.
  • Prepared presentations and proposals.
  • Routed agreements, contracts and invoices through signature process.
  • Served as central point of contact for all outside vendors.
  • Improved productivity initiatives, managing office support tasks and coordinating itinerary and scheduling appointments.
Office Manager, 05/2009 to 11/2010
MBICity, STATE,
  • Acted as gatekeeper for CEO regarding phone calls and unannounced visits
  • Performed document creation, editing, printing and binding as books
  • Coordinate and executed all events, conferences
  • Edited, modified power point presentations for conferences,
    classes
  • Processed Packaging and shipping through Fedex and UPS daily
  • Created, updated spreadsheets for progress reports and cost analysis
  • Managed financial documentations such as expense reports and invoices.
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
  • Oversaw office inventory and timely reordering of supplies.
  • Oversaw contracts, and related negotiations.
  • Oversaw all day-to-day office operations, such as receiving and organizing correspondence, answering and forwarding calls and creating business letters and records.
  • Oversaw inventory management for office operations and equipment maintenance.
  • Evaluated and identified ineffective workflow processes to devise and implement solutions which achieved greater productivity and personnel performance.
Education and Training
Accounting Certification: Accounting, Expected in 12/2006 to Eastfield Community College - Mesquite, TX.,
GPA:
High School Diploma: , Expected in 05/2000 to University Highschool - Mesquite, TX.,
GPA:

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Resume Overview

School Attended

  • Eastfield Community College
  • University Highschool

Job Titles Held:

  • Tax Preparer
  • Office​ Manager/Executive​ Assistant
  • Office Manager

Degrees

  • Accounting Certification
  • High School Diploma

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