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Volunteer Income Tax Preparer Resume Example

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VOLUNTEER INCOME TAX PREPARER
Professional Profile
Pursuing a career as a Tax Attorney consistently recognized for a strong work ethic and exceeding expectations. Confident decision-maker with strict attention to detail and knack for working well under pressure. Seeking to bring a long history of exceptional work to a dynamic accountancy firm.
Qualifications
Program Fiscal Management Grant Fiscal Management Contract Compliance Accounting Software Management Budget Management Community Engagement Project Management Legal Research & Analysis Business Writing & Editing Marketing
Relevant Experience
Instituted an internal controls process to get contracts executed and balance budgets to streamline the process of awarding grants, negotiating Memoranda of Understanding, and quarterly payments to grantees to increase efficiency and budget accuracy.
Experience
Volunteer Income Tax Preparer
January 2014 to Current Town of Enfield, CT Prepare and file federal and state income taxes for low-income families and senior citizens returning over $150,000, in Earned Income Tax Credits to the local economy.
Manager, Community & Volunteer Engagement
January 2010 to Current Community Investments － Springfield, MA 01103 Promoted from Manager to Director due to establishing an internal controls process that improves our fiduciary accountability of donor funds; managing the distribution of over $3.5 million, annually into the local community. System implemented to support Community Impact goals with regular engagement of over 50+ grant organizations, Program Evaluation and Reporting, Site Visits, Learning Communities, and Progress Reports. Administer the Hampden County, MA FEMA Emergency Food and Shelter Program (EFSP) Funds, with 18 agencies receiving $250,000 in funds. Perform Fiscal agent duties for three organizations with budgets of $300,000. Administrator of Memoranda of Agreement, daily reporting and budget administration for three government, national and local programs where United Way is the fiduciary of six separate grant programs within a $3 million budget. of over 15 nonprofit organizations, to assist the people still suffering from the effects of the June 1, 2011 tornado. Led the annual Day of Caring and organized over 2,300 volunteers from 36 companies, contributed over $450,000 in volunteer labor to nonprofit organizations; Manage the volunteer and community engagement program with over 300 businesses and nonprofit organizations in western Massachusetts; Built and maintained volunteer database; writing reports, creating and managing events, and analysis.
Customer Service Specialist
January 1999 to January 2009 Massachusetts Mutual Life Insurance Company (MassMutual) － Springfield, MA 1295 State Street, Springfield, MA 01111 Implemented key enterprise-wide and city-wide projects working with local government, schools and non-profit organizations; Reviewed over 150 grant applications and managed programs and projects that distributed $3 million into the local community; Interpreted and reported academic information from seven separate school districts in Springfield, MA and Hartford, CT; Provided leadership for non-profit organizations on boards of director; Managed student internship program for 50 high school students over 10 years, performing human resources recruitment, hiring and evaluations functions. Processed 200+ Notices of Bankruptcy (issued to policy owners, agents and employees) mediating between debtor attorneys and bankruptcy trustees concerning attachable MassMutual property under the federal and state bankruptcy codes. (Direct Access Service, later called the Life Insurance Service Center -United States Insurance Group) Advised agents and policyowners on contract provisions on Life, Annuity and Disability Policies; coordinated services with functional department employees; wrote correspondence as required and received Outstanding Customer Service Award, 1992.
Benefits Administrator
January 1993 to January 1996 Corporate Human Resources － Springfield, MA Managed ERISA and COBRA benefits for 2,000+ employees, retirees and terminated employees located throughout the U. S., interpreted those statutes and provisions as they related to this self-insured plan; wrote and revised sections of the Benefits Summary Plan Description; supervised employee appeals process regarding mid-year status changes and other guidelines, and received Quality Service Award, 1994.
Education
Accounting Asnuntuck Community College Asnuntuck Community College - (2013-Present), Associate Degree in Accounting
Juris Doctor : Law, 2005 Western New England University School of Law Western New England University School of Law - (2005), Juris Doctor (Law)
Office Management, 2008 Financial Services Institute Life Office Management Association (LOMA) Designations (1994-2008) (LOMA is an educational, trade organization for professionals in the Life Insurance and Financial Services Industry, see http://loma.org/) Associate, Insurance Regulatory Compliance (AIRC); Associate, Financial Services Institute (AFSI); Associate, Life Management Institute (ALMI); Associate, Customer Services (ACS)
Bachelor of Arts : Communications, 1988 University Of Bridgeport － Bridgeport, CT, US University Of Bridgeport - Bridgeport, CT (1988), Bachelor of Arts, Communications
Affiliations
Volunteer Income Tax Preparer
Skills
Million, Annuities, Life Insurance, Associate, Financial Services, Office Management, Regulatory Compliance, Community Relations, Human Resources, Recruitment, Award, Budgets, Fema, Internal Controls, Progress, Benefits, Cobra, Erisa, Summary Plan Description, Access, Correspondence, Customer Service, Disability, Financial Management, Receptionist, Retail Sales, Service Center, Accounting, Budget, Community Engagement, Database, Disaster Recovery, File, Bankruptcy, Budget Management, Business Writing, Legal Research, Marketing, Project Management, Software Management, Juris Doctor, Juris Doctorate
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Resume Overview

Companies Worked For:

  • Town of Enfield, CT
  • Community Investments
  • Massachusetts Mutual Life Insurance Company (MassMutual)
  • Corporate Human Resources

School Attended

  • Asnuntuck Community College
  • Western New England University School of Law
  • Financial Services Institute
  • University Of Bridgeport

Job Titles Held:

  • Volunteer Income Tax Preparer
  • Manager, Community & Volunteer Engagement
  • Customer Service Specialist
  • Benefits Administrator

Degrees

  • Accounting
    Juris Doctor : Law , 2005
    Office Management , 2008
    Bachelor of Arts : Communications , 1988

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