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Tax Preparer and Bookkeeper Resume Example

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TAX PREPARER AND BOOKKEEPER
Professional Summary

Dedicated Tax Preparer versed in statement review, return preparation and filing procedures. Bringing [Number] years of experience helping [Type] and [Type] clients maximize return values while minimizing liabilities. Detail-oriented Tax Preparer with [Number] years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Ambitious [Job Title] bringing over [Number] years of experience in growing tax agency. Detail-oriented with expertise in preparing local, state and federal tax returns for individuals and businesses. Knowledgeable about preparing sales, payroll and excise documents. Enthusiastic Tax Professional experienced in [Type] tax returns. Applies in-depth knowledge of tax code protocols to optimize returns. Personable and thorough with [Number] years of industry expertise. High-performing [Job Title] proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Focused [Job Title] conducting face-to-face tax interviews. History of going above and beyond to exceed expectations.

Skills
  • Corporate tax preparation
  • Tax reporting
  • QuickBooks proficiency
  • IFRS and GAAP experience
  • Local, state and federal tax returns
  • Tax-Related Research
  • Tax Return Preparation
  • Tax Law Compliance
  • Tax Code Knowledge
  • Tax Audit Procedures
  • Payroll Familiarity
  • IRS Correspondence
  • Filing System Management
  • General Ledger Accounting Expertise
  • Bookkeeping
  • Account Reconciliation
  • Verbal/written communication
  • Budgeting
  • Document preparation
  • Mathematical calculations
  • Internal control development
  • Information processing
  • Efficient nature
  • Interpersonal strengths
  • Relationship building
  • Notary Public
  • Real estate law
  • Buyer contracts
  • Lending
  • Home inspections
  • Financing requirements
  • MLS expert
  • Works well independently
  • Active Arizona Real Estate License
  • Sales closing
  • Excellent teamwork
  • Client-oriented
  • Health insurance
  • Quote information
  • Microsoft Office
  • Good telephone etiquette
  • Excellent work ethic
  • Detail-oriented
Work History
0101999 to Current
Tax Preparer and BookkeeperCompany Name – City, State
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
  • Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Interviewed over 12,000 clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Provided information about available products and services, including bookkeeping and sales tax services, to clients, resulting in increased business opportunities.
  • Facilitated communication between clients and tax authorities.
  • Prepared US, multistate and international tax returns for business clients.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Prepared tax returns for clients in restaurant and service industies according to government regulations and requirements.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
0101201 to Current
Realty AgentCompany Name – City, State
  • Managed contracts, negotiations and all aspects of sales to finalize purchases and exceed customer expectations.
  • Represented buyers and sellers of developed and undeveloped properties.
  • Reviewed market research data and changed sales plans accordingly.
  • Worked closely with clients to facilitate appropriate loans, inspections and credit reports.
  • Negotiated contracts on behalf of clients.
  • Communicated with clients to understand property needs and preferences.
  • Accompanied buyers and sellers to home inspections and appraisals.
  • Negotiated, facilitated and managed real estate transactions.
  • Maintained connections with clients to encourage repeat business and referrals.
  • Presented purchase offers to sellers for consideration.
  • Followed up with prospective buyers regarding incentives from builder and new developments in surrounding area.
  • Greeted and registered new clients to engage each in process and cultivate long-lasting relationships.
  • Liaised between buyers and sellers to provide positive experiences for both parties.
  • Sold [Number] properties worth over $[Amount] in [Timeframe].
06/2021 to Current
Insurance Agent Company Name – City, State
  • Accurately inputted all patient and insurance information into company's computer system using [Software].
  • Maintained strong knowledge of basic medical terminology to better understand services and procedures.
  • Made contact with insurance carriers to discuss policies and individual patient benefits.
  • Conducted research, gathered information from multiple sources and presented results.
  • Actively listened to customers, handled concerns quickly and escalated major issues to supervisor.
  • Devoted special emphasis to punctuality and worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
  • Used coordination and planning skills to achieve results according to schedule.
  • Worked to maintain outstanding attendance record, consistently arriving to work ready to start immediately.
Education
06/2001
Bachelor of Arts: Business Admintration
Northern Arizona University - City, State
Computer Skills

Microsoft Office: Word, Excel, Access and Publisher.

Scanning to USB or Computer

NAS Backup system

Professional Licenses

Arizona Real Estate Agent License

Arizona Insurance License

Licensed Notary for State of Arizona

Drivers License

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Resume Overview

School Attended

  • Northern Arizona University

Job Titles Held:

  • Tax Preparer and Bookkeeper
  • Realty Agent
  • Insurance Agent

Degrees

  • Bachelor of Arts : Business Admintration

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