123 Boulevard Dr., Townsville, CA 99999 | Cell: 123.456.7890 | email@example.com
Hard-working, customer-oriented accounting professional with over 40 years of experience with tax preparation and regulations, document control, administration, customer service and auditing. A systematic and time management specialist that has demonstrated ability to analyze, evaluate and incorporate process improvements related to taxing procedures. Proficient business professional seeking to leverage background into a tax preparation management role with a progressive organization.
Product line expansion Employee relations Project management Product development New product delivery Client account management and retention Auditing methodologies Intuit Lacerte
Mitigated risk, accurately preparing federal and New York state tax returns in accordance with current regulations. Boosted forward and backward planning efficiencies, consulting with clients while managing goals through completion. Executed on-time, under-budget project management on complex issues.
COO/Owner/Tax Preparation Specialist 10/1974 to 02/2014 Income Tax Specialty Company Long Island, NY Reduced process lags, recruiting, managing and training 19 employees on protocol and best practices to maximize performance. Raised customer rapport, interviewing clients and obtaining taxable income, deductible expenses, and allowances information. Maximized customer revenue, utilizing adjustments, deductions, and credits to maintain client tax minimums. Resolved complex individual and small business issues, supporting customer service initiatives by identifying tax needs. Drove profits to $150K and gained market share while managing 525 customers. Generated new business through marketing strategies including mailing lists, special group solicitation, gifting and referrals. Increased client retention, spearheading new newsletter program to special needs customers. Raised client interest, initiating a special group program to convert potentials into customers.
Master of Science: Hebrew Letters Mesivta Torah Vodaath Academic achievement award Summa cum laude Brooklyn, NY