jessica claire montgomery street san francisco ca 94105 555 4321000 resumesampleexamplecom professional summary focused account specialist 8 years experience adept writing detailed reports budgets completing detailed financial analysis planning strategically top client services detailoriented extensive knowledge cash record maintenance comprehensive account reconciliations accomplished tax accountant bachlor degree proven fiscal budgeting forecasting expertise analyzed resolved complex tax issues large corporation obtained substantial tax savings 8 years utilized macro microlevel perspectives achieve optimum results calculating liabilities tax accounting specialization advanced bookkeeping skills atx total accounting office proficiency corporate tax planning knowledge data trending knowledge intuit quickbooks specialist invoice coding familiarity account reconciliation specialist account reconciliation processes cash flow analysis data entry partnership accounting quickbooks expert skills financial management account reconciliation financial reporting specialist financial statements expertise bookkeeping closing processes budget analysis tax law understanding accounting procedures consultant financial reporting finance superior attention detail general ledger accounting expertise administrative support audit coordination accountant 112013 current transamerica life insurance company evanston il work history facilitated communication clients tax authorities contacted irs relevant government organizations behalf client address issues related tax selfpreparation prepared written responses tax return amendments resolve state federal notices prepared tax returns individuals corporations according government regulations requirements facilitated integration modern tax software client accounting software prepared wide array returns corporate fiduciary gift individual private foundation returns prepared us multistate international tax returns business clients provided information available products services including health life insurance services clients resulting increased business opportunities consulted clients assess mitigate future tax liabilities determine eligibility tax abatement completed filed returns tax departments local state federal levels maintained highquality control standards reviewing internal tax preparation documents missed tax benefits reviewed available data compared tax code determine exemptions deductions potential liabilities maintained complete records client tax returns supporting documentation secured areas interviewed 500 clients collect information gather necessary paperwork prior preparing tax returns prepared tax returns extensions tax planning calculations writeups types organizations entities including individuals reviewed clients tax filing papers thoroughly determine eligibility additional tax credits deductions conducted reviews internal tax documentation reducing errors related missed tax benefits offered clients recommendations reduce tax liabilities insurance sales agent 022011 052013 pma usa amf ohare il directed 25 employees preferred partners facilitate sales renewals stoploss products performed needs analysis obtain information required make appropriate health insurance product recommendations customized health insurance programs suit 300 individual clients boosting sales 50 explained features disadvantages advantages 300 policies promote insurance sales answered hundreds inbound calls per month existing future policyholders answer inquiries discuss insurance options scanned received sent faxes appropriate departments including insurance claims copay assistance information patient documentation displayed consistent positive attitude towards customers peers personnel even highstress situations scheduled factfinding appointments consultations determine client needs overall financial situations upsold additional products services identifying customer needs requirements determined financial needs assessing existing coverage aligning new products services longterm goals insurance agent 052007022010 barrett business services stockton ca promoted united life insurance products services using upselling sales strategies approached potential clients using direct marketing techniques including mailings phone contacts displayed consistent positive attitude towards customers peers personnel even highstress situations determined financial needs assessing existing coverage aligning new products services longterm goals worked accommodate new different insurance requests explored new value opportunities optimize insurance agency reputation upsold additional products services identifying customer needs requirements scheduled factfinding appointments consultations determine client needs overall financial situations created sources continuous client referrals within community businesses using social media telecommunication created sources continuous client referrals within community businesses using skill skill education bachelor arts accounting business management 111997 birzeit university palestine