Jessica Claire
Montgomery Street, San Francisco, CA 94105
Home: (555) 432-1000 - Cell: - - -
Professional Summary

Efficient and quick in building rapport with clients leading to long term business relationships. Familiar with local, state and federal tax law. Expertise includes developing individualized client strategies and reviewing financial statements. Proficient in MS Office.

  • Local, state and federal tax returns preparation.
  • Customer service oriented
  • Data entry
  • Financial reporting
  • Audit coordination
  • Financial management
  • Quality improvement
  • General ledger accounting expertise
  • Verbal/written communication
  • Time management
Work History
12/2019 to Current
Tax Preparer Jackson Hewitt San Antonio, TX,
  • Prepared tax returns for clients according to government regulations and requirements.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Provided information about available products and services to clients, resulting in increased business opportunities.
  • Offered clients recommendations to reduce tax liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for tax benefits.
  • Facilitated communication between clients and tax authorities.
04/2002 to 12/2004
Team Lead Tempur-Pedic Reno, NV,

• Providing excellent service and assisting customers in their succeeding financial goals.
• Worked as Credit Cards Team Coordinator and monitored calls for Credit Card, Cards Promo Team and Retention team
• Resolving High Profile customer's queries through Email and handling escalation calls.
• Auditing and Monitoring service levels of calls call volumes and schedules.
• Established higher call center standards by redesigning employee performance score cards to capture essential qualities
of high-level customer service and identifying new opportunities for efficiencies.
• Strengthened service development program by integrating strong mentoring and coaching the officers.
• Performed monthly reviews with the quality team for development of monitoring the calls.
• Worked with training team and Business team to analyze Identify new opportunities for efficiencies using experience on
prior campaign or program outcomes.
• Responsible for Cards Credit Card Team generating and maintaining of call monitoring reports and analysis.
• Designing presentations and training the quality team on how to monitor the calls.
• Answer business operations questions from all levels of management & make recommendations to improve service.
• Partnered with other departments such as Marketing, Retention and Training Teams to ensure best services.
• Preparation of schedules (shift timings) for the Quality Cards team.
• Reporting/Analyzing MIS of team on a daily/weekly & monthly basis.
• Preparation of Roaster (Shift Timings) & Reports of Credit Card Quality team.

08/2000 to 03/2002
Administrative Coordinator Aramark Corporation Morrison, CO,
  • •Schedule and coordinate meetings, appointments and travel arrangements for the team and maintain office supplies for department
  • Strong computer & data entry skills (Working knowledge of MS office applications)
  • Monitored and directed incoming mail and prepared outgoing mail.
  • Prepared detailed documents and reports in adherence to company processes.
  • Providing general administrative and clerical support including mailing, scanning, faxing and copying to management.
  • Interacted with customers professionally by phone, email or in-person to provide information and directed to desired staff members.
  • Worked closely with others to ensure timely invoicing and accounts receivables.
Expected in 06/2000
Bachelor of Commerce: Accounting And Business Management
Osmania University - Hyderabad, India,
Expected in 06/2000
Diploma in Computer Science: 1 Yr Computer Course
ECIL - Hyderabad, India,
Additional Information

Volunteer Experience(2010 to 2017):
• Assisted the teacher in classroom management for a class of 30 children aged 5 years old in taking photographs and arranging classroom party.
• Helped kids in crafts and drawings and gave a presentation on Indian culture to children on Diversity and informing them on different cultures.
• Maintained a secure environment by being constantly vigilant regarding children’s health and physical safety during outdoor activities like annual outdoor events in school like marathon.
• Assisted teacher in taking printouts and arranging the weekly home work folders for 2nd grade class every week.
• Served food during lunch and snack times in an orderly and efficient manner by coordinating with another volunteer in field trips and classroom events.
• Assisted the teacher in homework corrections every week( Math and English) for a 3rd grade class.
• Have assisted the Lego Robotics team in T shirt designing and printing for 7th and 6th graders.
• Assisted in teaching Telugu language classes (weekly class and supported in activities like drama for Manabadi)

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School Attended

  • Osmania University
  • ECIL

Job Titles Held:

  • Tax Preparer
  • Team Lead
  • Administrative Coordinator


  • Bachelor of Commerce
  • Diploma in Computer Science

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