Montgomery Street, San Francisco, CA94105(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 CurrentTax ProfessionalH&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 01/2015TreasurerCommercial 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 05/2014Tax PreparerJackson 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 06/2007BBA | Accounting And FinanceAmerican InterContinental University, Schaumburg, ILGPA:
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