Job Search Status
Open to workDesired start date: Flexible
Open To Work
Brenda McClellan
Tax Preparer
Marshalltown,Iowa
Work Preference
Summary
Detail-oriented Tax Preparer with a strong focus on income tax preparation, high accuracy, and effective client communication. Proven ability to optimize financial outcomes through personalized tax planning and mentoring junior staff.
Overview
21
21
years of professional experience
1
1
Certification
Work History
Tax Preparer
Self Employed Web
Marshalltown, IA
01.2006 - Current
- Prepared individual and business tax returns, ensuring compliance with federal and state regulations.
- Conducted thorough reviews of financial documents to identify deductions and credits for clients.
- Utilized tax preparation software to enhance accuracy and efficiency in filing processes.
- Stayed updated on changing tax laws and regulations to maintain compliance and inform clients effectively.
Receptionist
Zakarian Tax Consultants
Lorain, OH
01.2005 - 09.2006
- Managed front desk operations, ensuring efficient handling of client inquiries and appointments.
- Coordinated communication between clients and tax consultants to facilitate timely information exchange.
- Scheduled and confirmed appointments, optimizing consultant availability and client satisfaction.
- Assisted in processing tax documents, ensuring compliance with regulatory standards and accuracy.
- Improved client feedback mechanisms, leading to enhanced service quality and client retention rates.
- Greeted incoming visitors and customers professionally and provided friendly, knowledgeable assistance.
- Confirmed appointments, communicated with clients, and updated client records.
- Answered phone promptly and directed incoming calls to correct offices.
- Handled cash transactions and maintained sales and payments records accurately.
- Streamlined front desk operations for increased efficiency by effectively managing phone calls, emails, and walk-in clients.
- Answered central telephone system and directed calls accordingly.
- Supported office efficiency by performing clerical tasks such as data entry, photocopying, scanning, and faxing documents.
- Responded to inquiries from callers seeking information.
Education
Accounting And Finance
J. Sargeant Reynolds Community College
Richmond, VAGraduate Certificate - Accounting Clerk And Data Entry
Cleveland Job Corps
Cleveland, OH09-1985
Skills
- Organization skills
- Document preparation
- Income tax preparation
- Local, state, and federal tax returns
- Client communication
- Data inputting
- Verbal/written communication
- Information processing
- High accuracy
- Individual tax returns
- Customer service
- Data entry
- Critical thinking
- Tax audit procedures
Certification
- Certification for Data Entry, Clerk Typist, Computer Training
Timeline
Tax Preparer
Self Employed Web
01.2006 - Current
Receptionist
Zakarian Tax Consultants
01.2005 - 09.2006
Accounting And Finance
J. Sargeant Reynolds Community College
Graduate Certificate - Accounting Clerk And Data Entry
Cleveland Job Corps