GerryAnn Nelson
Milwaukee,WI
Summary
I have experience in leading groups and individual coaching sessions to promote wellness. I have honed my craft by working with individuals of many different skill levels to enhance physical strength, stamina, and overall health. I have 3 years of experience as a detail-oriented Tax Preparer. I excels in managing paperwork for tax returns, extensions, tax planning calculations, and write-ups for various entities. I have the ability to quickly establish rapport with clients resulting in the development of long-term business relationships. I am a organized Bookkeeper and proficient in QuickBooks and Adobe software. I have successfully executed bookkeeping tasks for large corporations. I am adept at quickly learning new accounting methods and procedures. I demonstrated the ability to master 6 months worth of total new accounting methods. I have excellent accounting skills and pay attention to detail leading to an increase in revenue.
Overview
8
8
years of professional experience
Work History
Health and Wellness Director
Green Organic Supplements
08.2022 - Current
- Helped clients set and achieve health and wellness goals.
- Developed and implemented comprehensive fitness and wellness programs to promote healthy lifestyles.
- Collaborated with health and wellness professionals to create and execute events, seminars and workshops on various topics.
- Provided individualized fitness assessments, program designs and nutrition counseling services.
- Demonstrated safe and correct forms for each exercise and piece of equipment.
- Met or exceeded monthly revenue and training goals.
- Monitored and evaluated program performance to determine value and quality.
- Developed and maintained positive relationships with community members, businesses and vendors to build trust and rapport.
- Conducted needs assessments or surveys to determine interest in or satisfaction with wellness and fitness programs, events or services.
- Coordinated marketing efforts to promote fitness and wellness programs.
- Excellent communication skills, both verbal and written.
- Demonstrated creativity and resourcefulness through the development of innovative solutions.
Tax Professional Assistant
Legacy Tax Resolution
01.2022 - Current
- Researched tax implications for various deductions and credits.
- Prepared wide array of returns such as corporate, fiduciary, gift, individual, and private foundation returns.
- Developed spreadsheet models to accurately track tax information.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Analyzed financial documents to accurately reflect client information on tax returns.
- Calculated estimated tax payments for clients.
- Utilized tax software to prepare returns and meet deadlines.
Food Service All MPS Schools
Goodwill TalentBridge
11.2018 - Current
- Prevented food spoilage by monitoring dates, rotating stock, and following proper storage procedures.
- Learned other teammates' work tasks to train as backup.
- Cleaned and sanitized dishes and utensils, consistently keeping adequate supplies on hand for expected customer loads.
- Strictly followed sanitation and food safety guidelines as required by regulatory agencies and company.
- Greeted customers at counter to fulfill requests and answer questions.
- Made food according to standard recipes with requested changes for customer satisfaction.
- Developed and maintained positive relationships with customers to enhance service.
- Operated dishwashing and sanitizing equipment according to manufacturer instructions.
- Monitored food quality and freshness throughout day.
- Portioned and wrapped food to place directly on plates for service to patrons.
Bookkeeper
Quickbooks Training Courses
09.2024 - 09.2024
- Tracked expenses and income for businesses while organizing and maintaining bank statements for checking accounts.
- Established QuickBooks accounting system to reflect accurate financial records.
- Maintained and processed invoices, deposits, and money logs.
- Completed payroll for employees and maintained detailed records of procedures.
- Confirmed accounts payable and controlled expenses by receiving, processing, verifying and reconciling invoices.
- Compiled and analyzed variety of complex accounting and statistical information to prepare financial statements.
- Matched purchase orders with invoices and recorded necessary information.
- Researched financial information discrepancies and documentation to verify accuracy and adhere to established procedures prior to processing.
- Filed invoices with processed checks to maintain orderly accounting filing system.
- Strengthened financial operations by conducting bank reconciliations and financial reporting.
- Streamlined daily reporting information entry for efficient record keeping purposes.
Tax Preparer
H&r Block Tax Svc
11.2021 - 04.2022
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Completed and filed returns with tax departments at local, state, and federal levels.
- Prepared tax returns for clients in various industries according to government regulations and requirements.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Assessed client tax situations to determine best filing options.
- Utilized tax software to prepare returns and meet deadlines.
Banquet, food service, manager
Redi help
08.2016 - 01.2022
- Tracked food production levels, meal counts, and supply costs.
- Controlled labor hours and inventory costs through hands-on management and proactive changes.
- Oversaw balancing of cash registers, reconciled transactions, and deposited establishment's earnings to bank.
- Maintained compliance with company policies and procedures for food safety, sanitation, and quality.
- Addressed and resolved customer service issues to establish trust and increase satisfaction.
- Trained and supervised new staff to enhance customer service skills and comply with food safety standards.
- Motivated staff to perform at peak efficiency and quality.
- Reduced inaccuracies by carefully counting cash and keeping meticulous records of transactions.
- Managed staff schedules and maintained adequate coverage for all shifts.
- Purchased food and cultivated strong vendor relationships.
Tax Preparer
DLP Legacy Taxes
11.2020 - 04.2021
- Completed and filed returns with tax departments at local, state, and federal levels.
- Maintained complete records of client tax returns and supporting documentation in secured areas.
- Prepared tax returns, extensions, tax planning calculations, and write-ups for organizations and entities.
- Offered clients recommendations to reduce tax liabilities.
- Consulted with clients to assess and mitigate future tax liabilities and determine eligibility for tax abatement.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Provided information about available products and services to clients, resulting in increased business opportunities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Developed spreadsheet models to accurately track tax information.
- Prepared US, multistate, and international tax returns for business clients.
Group Home healthcare
Homes for independent living
03.2017 - 11.2019
- CNA trained
- CBRF trained
- CPR trained
- Completed entries in log books, journals, and care plans to accurately document and report patient progress.
- Followed nutritional plans to prepare optimal meals.
- Assisted disabled clients to support independence and well-being.
- Performed laundry, grocery shopping and other light housekeeping duties as instructed by client.
- Documented vital statistics and coordinated with health care providers.
- Helped clients with managed home care, ensuring efficacy of care by monitoring health status.
Education
High school diploma - Eng, Reading, Spelling, SCW, ILife, Supportive care worker, Banquet, food service, manager
Jefferson high school online
IRS Certified - IRS Training
DLP Legacy Taxes
Dallas, TX01-2022
Skills
- CNA trained
- CBRF trained
- CPR trained
- Banquet food service manager
- Quickbooks
- Individual returns preparation
- Direct IRS filing
- Accounts payable management
- QuickBooks proficiency
- Content management systems
- Graphics insertion
- Tax-related research
Currentstatus
School breaks can sometimes overlap with work commitments
Reasonforleaving
Covid-19 positive it was why I left here job.
Timeline
Bookkeeper
Quickbooks Training Courses
09.2024 - 09.2024
Health and Wellness Director
Green Organic Supplements
08.2022 - Current
Tax Professional Assistant
Legacy Tax Resolution
01.2022 - Current
Tax Preparer
H&r Block Tax Svc
11.2021 - 04.2022
Tax Preparer
DLP Legacy Taxes
11.2020 - 04.2021
Food Service All MPS Schools
Goodwill TalentBridge
11.2018 - Current
Group Home healthcare
Homes for independent living
03.2017 - 11.2019
Banquet, food service, manager
Redi help
08.2016 - 01.2022
High school diploma - Eng, Reading, Spelling, SCW, ILife, Supportive care worker, Banquet, food service, manager
Jefferson high school online
IRS Certified - IRS Training
DLP Legacy Taxes