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Tax Preparer Resume Example

Resume Score: 90%

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TAX PREPARER
Professional Profile
Committed professional, seeking to utilize Management and Leadership degree and proven interpersonal, organizational, and administrative skills. Assertive and enthusiastic with a diverse background and an unsurpassed work ethic. Recognized for ability to establish genuine rapport, diffuse tense situations, and interact with individuals and groups at all organizational levels.
​
Qualifications
  • Employee Recruitment & Retention
  • Staff Training & Development
  • Organization & Attention to Detail
  • Coaching and Mentoring
  • Loan operations
  • Conflict resolution
  • Detail oriented problem solver
  • Change Management
  • Employee Record Systems
  • Business Ethics
  • Office Administration
  • Microsoft Office suite
  • PowerPoint
  • Critical thinking
Relevant Experience
  • Won multiple awards for top performance.
  • Increased loan portfolio by 60% in the first year as Branch Manager.
  • Ranked as a top performer, averaging 2.5% above sales quota each month.
  • Received several "Office of the Month" awards for exceeding highest goals, company-wide.

Experience
Tax Preparer01/2016 to 04/2016Liberty Tax ServiceDayton, TN
  • Prepared timely, confidential, professional tax returns for individual consumers, ensuring the accuracy of documents and the satisfaction of clients.
Supervisor11/2010 to 04/2013Brundage Management CompanySan Antonio, TX
  • Supervised branch operations of eight (8) Sun Loan Company offices in Tennessee

- employee recruitment, hiring, training, and discipline        

- ensured all lending functions complied with company guidelines and with State and Federal Laws

- monthly auditing of all consumer loan applications, contracts, cash, and records compliance

- Improved profitability in each supervised office.

  • Successfully coached and mentored employees

- employed active listening skills

- offered constructive feedback

- demonstrated a genuine interest in long-term career development.

Branch Manager05/2009 to 11/2010Sun Loan Company and Tax ServiceDayton, TN
  • Managed daily operations
  • Origination of loan documents, collections, portfolio growth and recovery, and customer service.
  • Secured liens for title loans.
  • Licensed to sell financial insurance products.
  • Promoted to Cross Trainer for managers and assistant managers of other offices.
Tax Preparer01/2009 to 04/2009Liberty Tax ServiceDayton, TN
  • Prepared timely, confidential, professional tax returns for individual consumers, ensuring the accuracy of documents and the satisfaction of clients.
Realtor05/2007 to 11/2008Coldwell Banker Pryor Realty, IncDayton, TN
  • Providing quality service to consumers

- preparation of contracts, negotiating agreements

- ensuring satisfactory completion of all ethical and legal aspects of the real estate transaction.

Business Manager06/2006 to 12/2007Spring City Chamber of CommerceSpring City, TN
  • Managed all daily operations.
  • Membership solicitation and tracking.
  • Annual event planning (Golf Tournament, Christmas Parade, Craft Fair, Beauty Pagent, and Membership Banquet).
  • Accounts payable and accounts receivable.
  • Created and published a new professional website.
  • Successfully streamlined office procedures for efficiency.
Patient Care Coordinator09/2004 to 11/2005Landsaw EyecareTavernier, FL
  • Managed daily operations
  • Patient flow, appointment setting, bookkeeping, and HIPPA compliance.
  • Assisted in creating new patient care procedures, resulting in higher patient satisfaction and profitability.
Teller Coordinator09/2003 to 09/2004BB&T Republic Bank of FloridaTavernier, FL
  • Supervised all branch tellers.
  • Coordinated scheduling, auditing, and compliance with state and federal banking regulations, annual reviews, and problem resolution.
  • Vault Teller functions included maintaining cash supply for the teller line, as well as ordering and shipping money through the Federal Reserve system, as needed.
  • Currency Transaction Reports
Education
Master of Science: Management and LeadershipOctober 2016Western Governors UniversitySalt Lake City, UT
Bachelor of Arts: SociologyDecember 1992St. Thomas UniversityMiami, FLSociology Summa Cum Laude
Associate of Arts: SociologyDecember 1990Broward Community CollegeDavie, FL
Affiliations
TN Achieves - Mentoring high school students as they transition to college. 2017
Skills
accounts payable, accounts receivable, administrative skills, appointment setting, attention to detail, auditing, banking, bookkeeping, cash handling, change management, coaching, interpersonal relationships, contracts, clients, customer service, Currency Transaction Reports, staff training, event planning, finance, hiring, leadership, listening, mentoring, money, Microsoft Office suite, office procedures, negotiating, office administration, organization, patient care coordinator, patient flow, policies, problem resolution, quality, rapport, real estate, recruitment, scheduling, tax returns, trainer, website development
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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:

  • Liberty Tax Service
  • Brundage Management Company
  • Sun Loan Company and Tax Service
  • Coldwell Banker Pryor Realty, Inc
  • Spring City Chamber of Commerce
  • Landsaw Eyecare
  • BB&T Republic Bank of Florida

School Attended

  • Western Governors University
  • St. Thomas University
  • Broward Community College

Job Titles Held:

  • Tax Preparer
  • Supervisor
  • Branch Manager
  • Realtor
  • Business Manager
  • Patient Care Coordinator
  • Teller Coordinator

Degrees

  • Master of Science : Management and Leadership October 2016
    Bachelor of Arts : Sociology December 1992
    Associate of Arts : Sociology December 1990

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