Tax Preparer resume example with 13+ years of experience
JessicaClaire
Montgomery Street, San Francisco, CA94105609 Johnson Ave., 49204, Tulsa, OK Home: (555) 432-1000 - Cell: - resumesample@example.com - -
Summary
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.
Skills
Individual returns preparation
Research/due diligence
Deductions understanding
Valuations and estimations
Data gathering
Organization skills
Documentation filing
Organizational abilities
Experience
01/2013 to Current
Tax PreparerOptima 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 AdministratorEuronet 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 GPA:
Expected in 12/2011
BBA: Business Management The University of Texas Rio Grande Valley - Edinburg, TX GPA:
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