Livecareer-Resume
JC
Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000, resumesample@example.com
Links
  • www.dmctaxservice.com
Professional Summary

Resourceful Accounting professional with 15 years designing efficient quality control procedures and maintaining sound internal controls. Excellent eye for detail useful in tax preparation and submissions.

Skills
  • Mathematical calculations
  • Tax code knowledge
  • Payroll familiarity
  • Closing processes
  • Filing system management
  • Tax audit procedures
  • Year-end tax provision proficiency
  • QuickBooks proficiency
  • Financial statements expertise
  • Local, state and federal tax returns
  • Tax-related research
  • IRS correspondence
  • Tax law compliance
  • Data Entry
  • Corporate tax preparation
  • Deductions listing
  • Document preparation
  • Tax return preparation
  • Tax reporting
  • Recordkeeping strengths
  • Creative problem solving
  • Month-end reports
  • File and database management
  • Data processing
  • Invoicing and collections
  • Payroll Processing
  • Financial Management
  • Bookkeeping
  • Finance
  • General ledger accounting expertise
  • Budgets and forecasting
  • GL accuracy
  • Financial Reporting
Work History
01/2016 to Current Tax Professional H&R Block, Inc. | Wake Forest, NC,
  • Established and administered annual budget with effective controls to prevent overages, minimize burn rate and support sustainability objectives.
  • Established, optimized and enforced business policies to maintain consistency and high-quality standards across tax preparations operations.
  • Managed day-to-day business operations, including accounting, finance, HR, marketing and public relations.
  • Reconciled daily sales, returns and financial reports with Quickbooks and connected bank accounts.
  • Stayed current with market trends to determine optimal pricing of goods and services and to capitalize on emerging opportunities.
  • Consulted with customers to assess needs and propose optimal tax savings solutions.
  • Input income and expense details into Quickbooks to track business finances and address variances.
  • Provided information about available products and services, including bookkeeping and coaching services, to clients, resulting in increased business opportunities.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Interviewed personal and small business clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
  • Prepared wide array of returns such as corporate, fiduciary, gift, individual and private foundation returns.
  • 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.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Offered clients recommendations to reduce tax liabilities.
  • Facilitated communication between clients and tax authorities.
  • Prepared US and multistate tax returns for business clients.
  • Facilitated integration of modern tax software with client accounting software.
04/2013 to 01/2015 Treasurer Commercial Bank Of California | Los Angeles, CA,
  • Executed financial due diligence tasks on daily basis to maintain optimal company finances.
  • Drafted monthly treasury reports to support management decision-making needs.
  • Drafted tax documentation and fulfilled requirements to maintain 501(c) (3) status.
  • Implemented Quickbooks to enhance and streamline processes for maximum efficiency.
  • Advised management regarding significant expenditures to keep operations in line with budget limitations.
  • Streamlined month-end closing process to reduce labor costs.
  • Developed company, program and project budgets and oversaw accounts receivable and payable operations.
  • Reconciled monthly statements, invoices and expense accounts, keeping records accurate and current.
  • Planned and managed annual budgets, tracking expenses and investigating discrepancies to maintain optimal controls.
  • Introduced internal controls to monitor critical areas of financial control and devised corrective actions to address risks or deficiencies.
  • Provided treasury and cash management by overseeing reconciliation of banking activity, credit card processing and sales tax returns.
  • Maximized year-end tax benefits by efficiently managing cash flows.
  • Worked with executives to create annual budget and track actual expenses against projected expenses.
  • Boosted compliance rates through contract audit procedure strategies.
  • Supported program managers in providing procedural training on finance and accounting.
  • Prepared and filed tax returns and generated monthly reports in compliance with regulatory and organizational standards.
  • Verified accurate completion of corporate income tax returns and optimal use of favorable tax codes.
  • Increased precision by utilizing up-to-date billing software.
  • Supervised accurate, efficient and compliant completion of monthly financial reporting packages.
  • Enhanced quality and currency of financial information by overseeing revenue collection systems.
01/2012 to 05/2014 Tax Preparer Jackson Hewitt | Smyrna, GA,
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Facilitated integration of modern tax software with client accounting software.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Interviewed clients to collect information and gather necessary paperwork prior to preparing tax returns.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared tax returns, extensions, tax planning calculations and write-ups for all types of organizations and entities, including individuals.
  • Maintained high-quality control standards by reviewing internal tax preparation documents for missed tax benefits.
  • Delivered comprehensive tax documentation required for accurate individual and corporate returns.
Education
Expected in 06/2007 BBA | Accounting And Finance American InterContinental University, Schaumburg, IL GPA:

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School Attended

  • American InterContinental University

Job Titles Held:

  • Tax Professional
  • Treasurer
  • Tax Preparer

Degrees

  • BBA

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