Summary
Overview
Work History
Education
Skills
Languages
Timeline
OfficeManager
Elizabeth Ortiz

Elizabeth Ortiz

El Paso,TX

Summary

Accomplished Office Manager and Tax Preparer with a proven track record at Jackson Hewitt and H&R Block, excelling in customer service and financial accounting. Skilled in streamlining office operations and enhancing organizational efficiency by 30%. Expert in staff training and regulatory compliance, ensuring optimal performance and client satisfaction.

Overview

11
11
years of professional experience

Work History

Office Manager

Jackson Hewitt
01.2002 - 05.2004

As a tax preparers, I file tax returns for individuals and businesses, ensuring that each return meets state and federal requirements and that clients receive full benefits. I gathered and review all relevant information, process the tax returns, and consult with clients on their next steps.

I managed and supervised employees to maintain a high level of integrity with delicate personal information from our clients. Assisted them with tax questions and managed scheduling.

Tax Preparer

H&r Block
12.1992 - 05.2001
  • Documented client interactions thoroughly to provide clear records of services rendered.
  • Supported senior tax preparers by assisting with complex tax returns as needed.
  • Prepared individual and small business tax returns by gathering necessary documentation and information.

Education

Bachelor Of Arts - Digital Communications And Multimedia

Art Institute Of Phoenix
Phoenix, AZ
09.2008

Skills

  • Customer service
  • Office management
  • Organizational skills
  • Office administration
  • Supply management
  • Training and couching
  • Financial tracking
  • Staff training
  • Financial accounting
  • Business administration
  • Technical support
  • Regulatory compliance
  • Budget administration
  • Senior leadership support
  • Banking operations
  • Vendor engagement
  • Computer skills
  • MS office

Languages

Spanish
Full Professional

Timeline

Office Manager

Jackson Hewitt
01.2002 - 05.2004

Tax Preparer

H&r Block
12.1992 - 05.2001

Bachelor Of Arts - Digital Communications And Multimedia

Art Institute Of Phoenix
Elizabeth Ortiz