Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,

Focused individual with more than 2 years' success in preparing tax documents and minimizing liabilities. Skilled in adopting new tax regulations without impacting tax return quality. Well versed all tax filing requirements for wide range of entity types.

  • Tax advising
  • Tax law
  • Benefits documentation
  • High accuracy
  • Deductions understanding
  • Organization skills
  • Valuations and estimations
  • Individual returns preparation
  • Storage procedures
  • Staff development
  • Data gathering
01/2018 to Current Tax Preparer Optima Tax Relief | Santa Ana, CA,
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Liaised between clients and tax authorities such as IRS representatives.
  • Produced work papers and lead sheets, tax projects and payment estimations.
  • Managed deliverables such as tax returns, extensions and tax planning calculations.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Helped clients integrate new tax software with accounting software.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Corresponded with applicable tax departments regarding customer requirements and issues.
  • Finalized and processed paperwork with local, state and federal government authorities.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
  • Supplied detailed tax documentation needed to submit accurate corporate and individual returns.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
09/2017 to Current Sales Representative City Wide Building Services | Dallas, TX,
  • Followed-up with clients after installations to assess quality service and customer satisfaction.
  • Leveraged trends in customer marketplaces to shape value-added solutions and approaches.
  • Placed orders and answered customer questions in-person, through email and over phone to maximize customer service.
  • Championed contact management system launch to achieve 100% client organization.
  • Maximized efficiency and time management by effectively planning and organizing client routes within territory.
  • Met with store managers to discuss product needs, accomplish sales goals and facilitate sales growth.
  • Monitored customer order process and addressed customer issues.
  • Created sales and revenue-generating opportunities in new markets to improve bottom line.
  • Collaborated with retailers to strengthen product exposure with optimal locations, shelf positions and signage.
05/2015 to 02/2017 Laundry Aide-CNA Training Sonic Drive-In | Utica, MI,
  • Recognized and reported abnormalities or changes in patients' health status to nursing staff.
  • Charted daily information such as mood changes, mobility activity, eating percentages and daily inputs and outputs.
  • Conducted games and other activities to engage clients and provide mental stimulation and entertainment.
  • Administered personal nursing assistance in pre- and post-operative situations.
  • Assisted patients with shaving, bathing and oral hygiene to promote healthy habits and overall wellness.
  • Fostered relationships with patients, caregivers and healthcare teams to achieve individual care plan targets.
  • Managed and maintained patient rooms, shared-living areas and nursing stations.
  • Collected biological specimens and packages for laboratory transport to complete diagnostic tests.
  • Supported diagnostic and treatment procedures, including setting up and operating specialized medical equipment.
  • Examined and addressed lacerations, contusions and physical symptoms to assess and prioritize need for further attention.
  • Documented patient intake and dietary requirements, also assisting with feeding and monitoring.
  • Facilitated activities of daily living, including personal hygiene management, feeding and ambulation.
05/2012 to 05/2015 Skating Carhop Sonic Drive-In | City, STATE,
  • Carried trays weighing up to 20 pounds to correct cars.
  • Answered product and order questions accurately and professionally.
  • Greeted and welcomed guests upon arrival, offering menu recommendations and efficiently placing orders.
  • Sold specials and promotional items daily to exceed sales goals by percent.
  • Processed and completed cash transactions promptly, providing accurate change and order receipts.
  • Roller-skated while performing all customer-facing activities, including tray removal from dining areas, serving, assembling beverage orders and preparing menu items.
  • Maintained knowledge of new offerings and upsold promotional items and specials.
  • Balanced and delivered trays with food and beverage orders to customers while on roller skates, enhancing guest entertainment.
Education and Training
Expected in 05/2012 High School Diploma | Warren East High School, Bowling Green, KY GPA:
Expected in Associate of Arts | Nursing Bowling Green Technical College, Bowling Green, KY, GPA:

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School Attended

  • Warren East High School
  • Bowling Green Technical College

Job Titles Held:

  • Tax Preparer
  • Sales Representative
  • Laundry Aide-CNA Training
  • Skating Carhop


  • High School Diploma
  • Associate of Arts

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