Volunteer Tax Preparer Resume
Brentwood, CA
SUMMARY OF QUALIFICATIONS:
- Ten+ years’ experience in office procedures
- Client Services
- (2007 & 2010) Microsoft Word, Excel and Outlook
- (2003) Microsoft Certification
- Keyboarding net 39 wpm, Ten-Key
- Ability to prioritize and remain focused on task at hand
- Excellent multi-tasking skills
- Ability to grasp new concepts and software quickly
EXPERIENCE:
1/09-Present Confidential Brentwood, CA
Volunteer Tax Preparer
- Interviewing clients and preparing their tax returns with confidentiality top priority
- Counsel clients for upcoming tax seasons
- Create client files
09/01/09-09/01/2011 Confidential San Ramon, CA
Commercial Card Associate
- Coordinate with internal Business Units in setting up commercial card programs.
- Handled all account maintenance requests, including changes to account profiles, credit limits, card issuance, etc. using Total Systems 2 platform
- Report on business activities (e.g., new clients, client implementation pipeline)
03/09 - 09/01/2009 Confidential Pleasant Hill, CA
Temporary Work
- Update company spreadsheets
- QC new account setups
- Reviewing & gathering missing information on accounts
12/07-04/08 Confidential Concord, CA
Tax Preparer
- Interviewing clients and preparing their tax returns with confidentiality top priority
- Counsel clients for upcoming tax seasons
- Maintain client files and schedule appointments
02/06-07/07 Confidential Pleasant Hill, CA
Administrative Assistant
- Reconcile weekly, monthly and year- end financial reports using Excel
- Responsible for A/R, invoicing, collections, bank deposits
- Reconcile petty cash
- Maintenance of monthly job schedules
- Payroll preparation, employee attendance and new hire maintenance
EXPERIENCE CONTINUED:
01/99-12/05 Confidential Concord, CA
Vice President/Secretary
- Setup and used QuickBooks for all facets of the business
- Responsible for invoicing, A/R and A/P
- Payroll preparation and employee file maintenance
- Responsible for calculating and paying quarterly payroll taxes
- Coax splicing
1988 - 1993 Confidential Felton, CA
Customer Service/Cashier
- Retail sales
- Cashiering
- Stocking inventory
- Balanced and reported daily receivables and product sales
EDUCATION:
2011 - Present Confidential Concord, CA
Business Administration with Emphasis on Accounting
Confidential Brentwood, CA
Advanced Microsoft Office Specialist Certificate
- (2007 & 2010) Word, Excel, Access, PowerPoint & Outlook
- (2003) Microsoft Certified, Word & Excel
Confidential Santa Rosa, CA
Accelerated Business Essentials
- President’s Honors
- GPA 3.95