Jessica Olson
West Des Moines
Summary
Strategic thinker and team leader, focused on fostering client relationships and identifying tax strategies, resulting in $930,000 new business. Skilled in project management and team collaboration, I blend an analytical mindset with effective communication to deliver optimal outcomes. Expertise in preparing and analyzing local, state, and federal income tax returns.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Manager, Tax Services
RSM US LLP
07.2016 - Current
- Developed and maintained relationships with clients and business owners through effective communication, resulting in growth and new business.
- Managed large project teams and collaborated with specialists to bring the best product/outcome to the client.
- Managed project budgets to ensure cost-effective execution and managed final invoicing to clients.
- Accomplished multiple tasks within established timeframes and hard deadlines.
- Fostered growth for the business resulting in $930,000 of new and recurring business in fiscal year 2024.
- Provided effective tax planning strategies and opportunities to deliver optimal income tax outcome for clients.
- Analyzed client financials to determine possible income tax issues and opportunities with a focus on cash flow implications.
- Mentored and guided staff as a formal career adviser through regular meetings and feedback sessions.
Education
Bachelor of Arts - Accounting
University of Northern Iowa
Cedar Falls, IA05-2016
Skills
- Project management
- Team leadership
- Time management
- Client relations
- Data analysis
- Effective communication
- Strategic tax planning
- Detail oriented
Certification
Certified Public Accountant - Iowa
Timeline
Manager, Tax Services
RSM US LLP
07.2016 - Current
Bachelor of Arts - Accounting
University of Northern Iowa