(555) 432-1000,
Montgomery Street, San Francisco, CA 94105
Professional Summary

Enthusiastic team player, eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Motivated to learn, grow and excel in any environment.

  • Tax Return Preparation
  • Payroll Familiarity
  • QuickBooks proficiency
  • Local, state and federal tax returns
  • Closing processes
  • Data Entry
  • Financial Management
  • Time management
  • Conflict resolution
  • Information processing
  • Relationship building
  • Verbal/written communication
  • Bookkeeping
  • Document preparation
GED Springfield, MO, Expected in 05/2004 High School Equivalent : - GPA :
Work History
Jackson Hewitt - Tax Preparer
Pleasanton, CA, 12/2019 - 04/2020
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Facilitated communication between clients and tax authorities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
Eden Terrace Of Spartanburg - Receptionist
Spartanburg, SC, 05/2017 - 06/2019
  • Resolved customer problems and complaints by applying my impeccable customer service experience.
  • Supported various administrative duties by proofreading, transcribing and invoicing.
  • Kept reception area clean and neat to give visitors positive first impression.
  • Triaged incoming calls on 15-line phone system and directed to departments based on customer needs.
  • Kept records in Cornerstone to maintain current data by entering and updating information.
  • Aggregated and prepared documentation and reports for office meetings, distribution and filing.
  • Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
  • Managed office inventory by restocking supplies and placing purchase orders to maintain adequate stock.
  • Scheduled and confirmed appointments and meetings.
  • Prepared packages for shipment, pickup and courier services for prompt delivery to customers.
  • Sorted, received and distributed mail.
  • Routed incoming mail and messages to relevant personnel without delay.
Alcatraz Cruises - Office Manager
Nashville, TN, 01/2014 - 05/2017
  • Optimized organizational systems for payment collections, AP/AR, deposits and recordkeeping.
  • Integrated logistic systems into company processes to improve operations and manage work orders and price changes.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Tracked and recorded expenses and reconciled accounts to maintain accurate, current and compliant financial records.
  • Handled all incoming business and client requests for information.
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
  • Improved office operations by automating client correspondence, record tracking and data communications.
  • Compared vendor prices and negotiated for optimal savings.
  • Oversaw appointment scheduling and itinerary coordination for both clients and personnel.
  • Provided complete meeting support, including materials preparation and notes or minute taking.
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
  • Met challenging quotas for productivity and accuracy of work.
  • Created reports and presentations.
Decatur County Memorial Hospital - CNA
Greensburg, IN, 01/2015 - 01/2016
  • Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
  • Conferred with multidisciplinary healthcare team to help effectively manage patient conditions with regular testing and vitals assessments.
  • Assisted patients with mobility needs, including moving to and from beds, organizing wheelchairs and preparing assistive devices.
  • Obtained client medical history, including medication information, symptoms and allergies.
  • Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
  • Helped patients effectively manage routine bathing, grooming and other hygiene needs.
  • Transported patients between rooms and appointments or testing locations.
  • Supported ambulation and physical therapy needs by conducting planned exercise routines.
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Complied with all company-specific guidelines and performed hands-on nursing care to patients under RN supervision.

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Resume Overview

School Attended

  • GED

Job Titles Held:

  • Tax Preparer
  • Receptionist
  • Office Manager
  • CNA


  • High School Equivalent

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