Tax Preparer resume example with 13+ years of experience

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

Experienced Tax Preparer with a 8-year background in preparing state and federal tax returns for individuals and small businesses. Well versed in helping clients prepare year-end tax reports for employees and independent contractors. Eager to bring abilities to growing organization.

  • Individual returns preparation
  • Research/due diligence
  • Deductions understanding
  • Valuations and estimations
  • Data gathering
  • Organization skills
  • Documentation filing
  • Organizational abilities
01/2013 to Current
Tax Preparer Optima Tax Relief Chandler, AZ,
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Conducted financial, asset and liability analysis to reduce clients' tax liabilities.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Analyzed information and assessed liabilities and deductions according to relevant tax code.
03/2014 to 03/2018
Office Administrator Euronet Worldwide, Inc. Little Rock, AR,
  • Administered physical and digital filing systems, keeping records well-organized and easily retrievable by team members.
  • Managed reception and lobby area, greeted visitors and responded to requests for information.
  • Liaised between internal and external stakeholders, providing updated project status and performance reports.
  • Maintained company accounting records by entering accounts payable, accounts receivable, invoices and expense reimbursements.
  • Supported clerical needs, including taking messages, scanning documents and routing business correspondence.
  • Worked with vendors to obtain quotes, negotiate contracts and handle shipments per week.
  • Reviewed documents and obtained additional information to complete accurate paperwork and avoid delays.
  • Processed financial documents including contracts, expense reports and invoices.
  • Developed and implemented successful customer relations strategies.
03/2008 to 03/2014
Waitstaff Wesley Des Moines, IA,
  • Attended to new customers quickly to inquire about drinks and start off dining experience with prompt beverage service.
  • Assisted kitchen staff with food counts by determining number of items required for complete service.
  • Maintained table settings by removing courses, replacing utensils and refilling beverages promptly.
  • Arranged each place setting attractively and verified all items were clean and free from water spots and chips.
  • Kept tables neat, cleared away dirty dishes, wiped down surfaces and refreshed glasses.
  • Maintained indoor and outdoor dining areas by removing trash, wiping down tables and restocking napkin dispensers.
  • Addressed any concerns or complaints quickly to improve service and escalated more advanced issues to management for resolution.
  • Communicated effectively with kitchen staff regarding customer allergies, dietary needs and other special requests.
  • Processed customers' payments and provided receipts.
  • Explained preparation of various menu items, describing ingredients and cooking methods to customers.
  • Updated repeat customers on menu changes and updates to maintain quality service relationships.
  • Recorded orders and partnered with team members to efficiently serve food and beverages.
  • Circulated within assigned areas to assess and address customer needs, effectively prioritizing tasks during peak hours.
  • Inspected restrooms for cleanliness and availability of supplies various times per shift.
  • Checked order accuracy and food quality before delivering to customers.
  • Checked on guests to verify satisfaction with meals and suggested additional items to increase restaurant sales.
  • Prepared and served cold and hot beverages to guests.
  • Assisted in preparing for special functions and banquets by setting up and taking down tables and chairs and decorating.
  • Explained menu options to guests, offered suggestions and took orders for food and beverages.
  • Greeted newly seated guests quickly and efficiently.
  • Educated guests on daily specials and menu offerings such as appetizers, entrees and desserts.
  • Answered phones politely and promptly, accurately recording and confirming reservations.
  • Calculated charges, issued table checks and collected payments from customers.
  • Checked with guests to get feedback on food served, resolve issues, bring additional items and refill beverages.
  • Plated food and ensured plate presentation and food quality were of highest standard.
  • Managed closing duties, including restocking items and reconciling cash drawer.
  • Maintained knowledge of current menu items, garnishes, ingredients and preparation methods.
Education and Training
Expected in 05/2007
High School Diploma:
Mcallen High School - Mcallen, TX
Expected in 12/2011
BBA: Business Management
The University of Texas Rio Grande Valley - Edinburg, TX

First college graduate in my family.

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Resume Overview

School Attended

  • Mcallen High School
  • The University of Texas Rio Grande Valley

Job Titles Held:

  • Tax Preparer
  • Office Administrator
  • Waitstaff


  • High School Diploma
  • BBA

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