Jessica Claire
  • Montgomery Street, San Francisco, CA 94105
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
Professional Summary

32 years experience as a tax preparer. 12 years experience as office manager in a tax preparation office. Responsible for all areas of tax preparation and electronic filing of returns.

Summary of Skills
  • Tax software proficiency
  • Advanced PC skills
  • Microsoft Word, QuickBooks
  • Strong organizational skills
  • Individual tax returns
  • Partnership returns
  • Retirement planning
  • Excellent research skills
Relevant Professional Experience
Tax Preparer and Office Manager, 1981 - 03/2013
H&R Block City, STATE,

Prepared tax returns at a H&R Block franchise for 32 years. Enrolled Agent for 17 years. During tax season prepared an average of 600 returns a year. Prepared all types of returns including business, farm, rental, minister and multiple states. Assisted clients with IRS audits and financial planning. Co-managed a H&R Block franchise for 17 years. Responsible for ordering and setting up computers, printers and network system. Installed tax software each tax season and was responsible for keeping the system functioning with help from H&R Block tech support.

Additional Information

Completed 25-30 hours of continuing tax education per year. Monitored the IRS and The TaxBook websites for current tax and e-filing information. Worked closely with H&R Blocks Tax Institute via chat and email when additional research or support was needed to prepare complicated returns.

Professional Courses and Certifications
: Tax Preparation, Expected in
- ,
: H & R Block Master Tax Adviser, Expected in
- ,
: Enrolled Agent, Expected in
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School Attended

Job Titles Held:

  • Tax Preparer and Office Manager


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