Summary
Overview
Work History
Education
Skills
Accomplishments
Representative Coursework
Additional Information
Timeline
BusinessAnalyst

Eric Wallace

Mesquite,Tx

Summary

Talented Manager with expert team leadership, planning and organizational skills built during successful career. Smoothly equip employees to independently handle daily functions and meet customer needs. Diligent trainer and mentor with exceptional management abilities and results-driven approach.


Detail-oriented Tax Preparer with 10 plus years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

29
29
years of professional experience

Work History

Professional Tax Preparer

Jackson Hewitt Tax Svc
11.2017 - Current
  • Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
  • Streamlined tax filing process for clients by utilizing advanced tax software and ensuring accurate data entry.
  • Reduced client audit risk by thorough verification of income, deductions, and credits on tax returns.
  • Maximized client refunds with diligent identification of applicable deductions and credits.

Manager, Station Operations

FedEx Express
06.1995 - Current
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Increased team productivity by implementing streamlined processes and effective communication strategies.
  • Reduced operational costs through comprehensive process improvement initiatives and resource management.
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.

Education

Masters Business Administration - Accounting And Business Management

Colorado Technical University Online
Colorado Springs, CO
01.2014

Bachelor of Science - Accounting

Colorado Technical University Online
Colorado Springs, CO
01.2012

Associate of Science - Accounting

Colorado Technical University Online
Colorado Springs, CO
01.2010

Skills

  • Successful leader, equally effective as member of team
  • Professional demeanor and attentive to detail- Strong financial, quantitative, analytical and problem-solving skills
  • Policy Implementation
  • Planning/coordinating
  • Financial reporting
  • Auditing methodology
  • Staff Development
  • Strategic Planning
  • Business Administration
  • Workforce Management

Accomplishments

  • Saved clients average of $1000 by uncovering additional deductions.
  • Improved team efficiency by implementing key process adjustments.
  • Supervised team 70 Direct reporting staff members.

Representative Coursework

Accounting, Finance, Economic, Cost Accounting, Internal Auditing

Additional Information

I am licensed Life and Health, as well as a Property & Casualty Agent in the state of Texas.

Timeline

Professional Tax Preparer

Jackson Hewitt Tax Svc
11.2017 - Current

Manager, Station Operations

FedEx Express
06.1995 - Current

Masters Business Administration - Accounting And Business Management

Colorado Technical University Online

Bachelor of Science - Accounting

Colorado Technical University Online

Associate of Science - Accounting

Colorado Technical University Online
Eric Wallace