Bileeta C. Jewells-Wright
Lorain,Ohio
Summary
High-performing proficient at preparing complete and accurate tax returns. Knowledgeable in overseeing all paperwork for tax preparation. Excellent planning, problem-solving and decision-making strengths and experienced in latest tax codes and changes. Successful tax professional focused on performance, customer service and compliance. Offering over 18 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis.
Overview
14
14
years of professional experience
Work History
Staff Development Trainer
Lorain County Jobs & Family Services, CSEA
2012.01 - Current
- Trained new and upcoming Investigator, presented updates from State for CSEA staff meetings, conducted 1 on 1 training with prior employees, maintained confidential records to share with supervisor for reviews, establishes paternity and establishes and enforces child support orders by using KIDSTAR statewide computer system to locate absent parents; gathers relevant information and legal evidence from interviews, correspondence and computer searches; organizes and evaluates information; determines appropriate enforcement action; in-house investigations of all Child support enforcement cases in compliance with CSEA rules and regulations, office/phone interviews, gather information and evidence from agency and other outside sources, work with Domestic Relations Child Support as well as County Prosecutor office, stand in for State hearing requested by non-custodial / custodial parents, customer service, Quality Assurance on employees work, accounting, balancing agency books, transportation coordinator, reviewing accounts to make sure all clients are up to date, assist with helping with client electric payments and several of other community assistance, data entry, and various other clerical and accounting duties.
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Monitored and reported trainee progress, introducing new learning tools to address individual needs.
Tax Professional, Office Manager, Bookkeeper
Liberty Tax
2019.01 - Current
- Train new tax professionals, customer service, process of preparing tax returns, often income tax returns, often for person other than taxpayer, and for compensation
- Completed and filed returns with tax departments at local, state, and federal levels.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
- Identified potential audit red flags to minimize risk of IRS audits.
Customer Service
Snider Blake
2010.01 - 2012.01
- Helped customers and businesses with plumbing equipment, data entry, training, helped customers with complaints, repair, and returns, intense training for new products, and various clerical duties.
- Delivered exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences
- Investigated and resolved customer inquiries and complaints quickly
- Met customer call guidelines for service levels, handle time and productivity
Education
Bachelor of Science - Accounting
Colorado Technical University
Colorado Springs, CO01.2023
Associate of Science -
Lorain County Community College
Elyria, Ohio02.2014
High School Diploma -
Lorain High School
Lorain, Ohio06.1986
Skills
- Mathematical Calculations
- Internal Revenue Service Correspondence
- Tax Code Knowledge
- Corporate Tax Preparation
- Financial Statement Review
- Document Preparation
- Tax Return Preparation
- Regulatory Compliance
- Bookkeeping
- Tax-Related Research
- Account Reconciliation
- Financial Statements
- Tax Audit Procedures
- Data Inputting
- Liabilities Mitigation
- QuickBooks Proficiency
- Finance
- Organization Skills
- Local, State, and Federal Tax Returns
- Verbal/Written Communication
Affiliations
CPT coding, 10-key , typing, stamping machine, Excel, Microsoft word, Microsoft outlook, data entry, medical terminology, insurance specialist, Drake and Fusion software, and various other clerical duties.
Timeline
Tax Professional, Office Manager, Bookkeeper
Liberty Tax
2019.01 - Current
Staff Development Trainer
Lorain County Jobs & Family Services, CSEA
2012.01 - Current
Customer Service
Snider Blake
2010.01 - 2012.01
Bachelor of Science - Accounting
Colorado Technical University
Associate of Science -
Lorain County Community College
High School Diploma -
Lorain High School
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