SEARCH

Tax Preparer Resume Example

Resume Score: 80%

Love this resume?Build Your Own Now
TAX PREPARER
Professional Summary

Driven BADASS offering in-depth experience in administration of vital business projects and processes. Excellent communicator and project manager with strengths in daily operations management, workflow improvements and customer service.

Skills
  • Accounts payable and receivable
  • Scheduling
  • Strategic planning
  • Performance optimization
  • Paperwork drafting
  • Expense reimbursements
  • Recordkeeping
  • Invoicing and billing
  • Order processing
  • Schedule coordination
  • Tenant and eviction laws
  • Building operations
  • Property tours and inspections
  • Financial budgeting and reporting
  • Property management
  • Marketing and advertising
  • Leasing and sales
  • Contract negotiation
  • Administrative support
  • Business development
  • Cash handling
  • Teller experience
  • Customer service-oriented
  • Small business operations
  • Money transfers
  • Account openings
  • Customer relationship management
  • Operations management
  • Opening and closing procedures
Education
Associate of Arts: Christian Studies, 12/2004
American Military University - Marine Corps Base Camp Lejeune, NC
Work History
Tax PreparerJackson Hewitt Inc – Huntington, WV
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Prepared tax returns for clients according to government regulations and requirements.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared US, multistate and international tax returns for business clients.
  • Facilitated communication between clients and tax authorities.
Bank TellerUnited Bank – Huntington, WV
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Upheld strict financial controls by keeping funds secure and accurately transferring monies.
  • Completed special procedures for customers such as ordering new checks, stopping payments or investigating identity theft.
  • Promoted products or services to each customer to consistently achieve sales targets.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Provided customer records on demand, including account statements and copies of checks.
  • Reconciled cash drawer and resolved discrepancies.
  • Assisted customers with compromised debit cards and issued new credentials.
  • Sold and cross-sold bank products to new and existing customers.
  • Audited fellow teller currency to contribute to dual-control procedures.
  • Observed all procedures regarding financial and customer information to prevent possible breaches and data misuse.
  • Monitored status of accounts receivable and payable to facilitate efficient processing.
  • Maintained accurate and complete documentation for all financial department procedures.
  • Managed accounts payable and receivables and payroll.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Assessed employee performance and developed improvement plans.
Regional Business ManagerWhirlwind Properties – Huntington , WV
  • Drove year-over-year business growth whileleading operations, strategic vision and long-range planning.
  • Enhanced and redefined organizational structure to maintain company's competitive edge and business model.
  • Established efficient workflow processes, monitored daily productivity and implemented modifications to improve overall effectiveness of personnel and activities.
  • Handled all incoming business and client requests for information.
  • Communicated corporate objectives across all divisions through regular correspondence and scheduled status updates.
  • Oversaw office inventory activities, including ordering and requisitions, stocking and shipment receiving.
  • Created and finalized contracts for reality properties, work projects, schedule maintenance and multi site storage facilities.
  • Oversaw appointment scheduling and itinerary coordination for both clients, contractors and personnel.
  • Arranged corporate and office conferences for company employees and guests.
  • Met challenging quotas for productivity and accuracy of work.
  • Transcribed dictated files, ledgers and correspondence.
  • Streamlined office operations by computerizing activities, managing customer communications, scheduling payments and tracking records and documents.
  • Coordinated special projects and managed schedules.
  • Received, screened and routed incoming calls.
  • Maintained computer and physical filing systems.
  • Sourced vendors for special project needs and negotiated contracts.
  • Recruited and hired qualified candidates for vacant and new positions.
  • Designed marketing brochures and advertising for multi media.
  • Solved problems timely and effectively, ensuring customer satisfaction.
  • Communicated with clients and tenants while offering strategic solutions to remedy problems.
  • Compiled maintenance and repair requests for submission to proper departments and reached out to local contractors for bid proposals.
  • Monitored timely receipt and reconciliation of rent collections in accordance with landlord and resident statutes.
  • Processed project change requests and performed coverage research to handle repair issues.
  • Managed operations and leasing of apartments, homes and storage rental.
  • Handled tenant complaints promptly and appropriately, calling in repairmen and other support services as needed.
  • Kept records accurate, detailed and fully compliant with reporting requirements to meet all state, local and federal housing requirements.
  • Minimized vacancy periods by collaborating with building owners to strategize improvements to marketing initiatives, business plans and tenant outreach programs.
  • Completed final move-out walk-throughs with tenants to identify any required repairs.
  • Verified income, assets and expenses and completed file tracking sheet for each applicant.
  • Promptly responded to tenant complaints and concerns for over 60 properties.
Build Your Own Now

DISCLAIMER

Resumes, and other information uploaded or provided by the user, are considered User Content governed by our Terms & Conditions. As such, it is not owned by us, and it is the user who retains ownership over such content.

Resume Overview

Companies Worked For:

  • Jackson Hewitt Inc
  • United Bank
  • Whirlwind Properties

School Attended

  • American Military University

Job Titles Held:

  • Tax Preparer
  • Bank Teller
  • Regional Business Manager

Degrees

  • Associate of Arts : Christian Studies , 12/2004

Similar Resumes

View All
Tax-Preparer-resume-sample

Tax Preparer

Jackson Hewitt Tax Service

Clovis, New Mexico