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Volunteer Tax Preparer Resume

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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

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