tax professional resume example with 19+ years of experience

Jessica Claire
  • Montgomery Street, San Francisco, CA 94105 609 Johnson Ave., 49204, Tulsa, OK
  • H: (555) 432-1000
  • C:
  • Date of Birth:
  • India:
  • :
  • single:
  • :

Seasoned Tax professional specializing in individual and small business tax returns. Technologically savvy and meticulous in completing documentation according to guidelines. Quick learner with excellent communication skills and professional demeanor.

Driven and successful at working with customers of all backgrounds and cultures to analyze financial histories and prepare accurate tax filings.

Focused amd driven to improve business operations and maximize team performance. Offering more than a 10-year background in customer service . Focused on continuous team development and bottom-line profitability.

Friendly and efficient customer service team member devoted to maximizing customer satisfaction with exceptional service and support with strong skill in retaining product and service information to provide effective issue resolution. Skilled in promoting sales to increase revenue while addressing diverse issues.

Driven and personable Customer Solutions Specialist with over 10 years of experience interfacing with clients. Dedicated and outside-the-box strategic thinker with expertise in customer relationship management, conflict resolution, time management, document control and leadership. In addition I’m also an

Educated quality assurance analyst offering knowledge of testing methodologies and software development cycle. Excellent analytical and programming abilities combined with keen attention to detail.

  • International taxation laws
  • Tax accounting
  • Tax advising
  • Benefits documentation
  • Individual returns preparation
  • High accuracy
  • Data gathering
  • Documentation filing
  • Research/due diligence
  • Deductions understanding
  • Multi-state tax filing
  • Flexible team player
  • Multitasking
Tax Professional, 12/2007 - Current
H&R Block, Inc. Attleboro, MA,
  • Produced US and state income, gift tax and estate tax returns for individuals.
  • Assisted taxpayers in determining local tax liabilities for each client.
  • Stored copies of completed returns and related documents according to company procedures and business regulations.
  • Responded to state and federal tax notices by preparing written responses or tax return amendments.
  • Applied federal and state government regulations to prepare accurate and compliant tax returns for clients.
  • Informed clients of potentially beneficial products and services, resulting in additional business opportunities.
  • Performed detailed research and used findings to support audit reports.
  • Determined clients' eligibility for tax credits, abatements or deductions through careful research and oversight.
  • Reduced errors associated with missed tax benefits by completing comprehensive reviews of internal tax preparation documents.
  • Conducted financial, asset and liability analysis to reduce clients' tax liabilities.
  • Collected detailed information and required paperwork from clients to complete tax returns.
  • Strategized plans to help clients reduce liabilities and maximize deductions in future tax periods.
Quality Assurance Analyst, 08/2003 - 01/2006
Charter Spectrum Butte, MT,
  • Promoted company in maintaining work environment focused on quality, communication, collaboration, integration and teamwork.
  • Reviewed configuration files, logs and sections of code to complete debugging and locate breakdown sources.
  • Created, edited, and updated project manuals and technical documentation used by entire QA team.
  • Consulted with product owners and developers to fully understand intended features and functionality.
  • Kept abreast of regulatory requirements, to include accrediting bodies, federal, state and local requirements and American Express's policies.
  • Communicated with Customer Service Agents and Senior departments regarding defects and issues and implemented effective solutions.
Customer Service Specialist, 03/2001 - 08/2003
Piping Rock Health Products Las Vegas, NV,
  • Up-sold products and motivated customers to upgrade current product plans.
  • Described business telephone services offerings to customers and facilitated smooth purchases.
  • Contributed to 100% sales by improving lead-generation and sales-tracking methods.
  • Shared detailed information regarding multiple business phone lines options to help customers make decisions. Met or exceeded revenue objectives by promoting At&t business products and services to customers during service, account and sales follow-up calls.
  • Met service team sales targets and call handling quotas consistentantly.
  • Upheld strict quality control policies and procedures during customer interactions.
Customer Service Sales Representative, 01/2000 - 01/2001
Spices Usa Hialeah, FL,
  • Generated more than 500 leads per week and pursued opportunities to set up appointments and convert prospects into new customers.
  • Negotiated prices and set up contracts to finalize Credit Card agreements.
  • Capitalized on growth and expanded opportunities by maintaining thorough and current knowledge of all products, competitive offerings and market developments.
  • Provided customers with recommendations to promote brand effectiveness and product benefits
  • Pursued opportunities to convert customers with a very high success rate.
  • Boosted sales by executing complete sales cycle process from prospecting leads through contract negotiations and close.
  • Assisted customers during selection process and helped choose perfect products to meet individual needs.
  • Landed new customer accounts through effective customer service and powerful cold-calling scripts.
  • Exceeded sales goals using consultative sales talents and effectively explaining programs and services to generate interest.
  • Implemented professional sales presentations to creatively communicate product quality and market comparisons.
  • Introduced customers to new offerings and updated accounts.
Education and Training
High School Diploma: , Expected in 06/2007
Hialeah-Miami Lakes Senior High School - Hialeah, FL
Status -

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Resume Overview

School Attended

  • Hialeah-Miami Lakes Senior High School

Job Titles Held:

  • Tax Professional
  • Quality Assurance Analyst
  • Customer Service Specialist
  • Customer Service Sales Representative


  • High School Diploma

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