Jackie Jackson
Senior Tax Specialist
Moore,OK
Summary
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization.
Overview
58
58
years of professional experience
2
2
Certifications
Work History
Senior Tax Specialist
H & R Block Tax Services
Oklahoma City, OK
12.2004 - Current
- Helped organization maintain full compliance with local, state and federal tax requirements with diligent application of best practices.
- Responded promptly to official tax notices requiring clarifications and additional submissions.
- Prepared accurate quarterly and yearly tax filings for businesses such as Schedule C and Schedule E.
- Identified impactful regulations and incorporated changes to comply with new requirements.
- Prepared written responses or tax return amendments to resolve state and federal notices.
- Prepared US, multistate and international tax returns for business clients.
- Contacted IRS or other relevant government organizations on behalf of client to address issues related to tax self-preparation.
- Facilitated communication between clients and tax authorities.
- 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.
- Offered clients recommendations to reduce tax liabilities.
- Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
- Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
- Communicated with Supervisors, Peers and Subordinates.
- Saved client $2500 by uncovering eligibility for business purchase credit
- Responded promptly to official tax notices requiring clarifications and additional submissions
- Reconciled tax accounts daily to prevent discrepancies and maintain readiness for expected tax liabilities
Administrative Office Manager
Jackson Detail Shop
Oklahoma City, OK
09.1981 - 01.2021
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving.
- Designed office space and worked with construction and utility contractors.
- Developed and implemented policies and procedures and scaled for growth.
- Established workflow processes, monitored daily productivity and implemented modifications to improve overall performance of personnel.
- Coordinated with office head to establish and monitor operating budget
- Developed and implemented policies and procedures and scaled for growth
- Oversaw office inventory activities by ordering and requisitions and stocking and shipment receiving
Merchandiser
Burlington
Oklahoma City, OK
09.2005 - 12.2005
- Conferred with store managers to obtain information about customer needs and preferences.
- Prepared interesting and innovative visual displays to grab customer interest and promote sales.
- Answered customer questions regarding store merchandise, department information and pricing.
- Updated pricing and signage to complete product displays and educate customers.
- Removed damaged, out-of-code, not-in-set and discontinued items from displays.
- Completed seasonal windows, dressed mannequins and arranged in-store displays to showcase available products.
- Conferred with store managers to obtain information about customer needs and preferences
- Removed damaged, out-of-code, not-in-set and discontinued items from displays
Customer Service Specialist Head Cashier
Target
Oklahoma City, OK
10.1999 - 07.2000
- Restocked and organized merchandise in front lanes.
- Helped customers complete purchases, locate items and join reward programs.
- Answered questions about store policies and addressed customer concerns.
- Worked closely with shift manager to solve problems and handle customer concerns.
- Promoted customer loyalty and consistent sales by delivering friendly service and knowledgeable assistance.
- Maintained cash drawer of $500 or more per shift.
- Replenished sales floor merchandise and organized shelves, racks and bins for optimal appearance.
- Reconciled cash drawer at start and end of each shift, accounting for errors and resolving discrepancies.
- Operated cash register for cash, check and credit card transactions with excellent accuracy levels.
- Worked flexible schedule and extra shifts to meet business needs.
- Mentored new team members on POS system operation, customer service strategies and sales goals.
- Maintained current knowledge of store promotions and highlighted sales to customers.
- Performed cash, card and check transactions to complete customer purchases.
- Maintained customer satisfaction with quick and professional handling of product returns.
- Resolved customer complaints and maintained clean and tidy checkout area.
- Verified deactivation and removal of Electronic Article Surveillance Tags from products at point of sale.
- Enabled customers to feel welcomed, important and appreciated by answering questions about products sold throughout store.
Customer Service Associate
K-Mart Store
Oklahoma City, OK
09.1998 - 01.1999
- Provided primary customer support to internal and external customers.
- Maintained clean personal appearance, modeled store's outfits when working clothing department settings and wore uniforms per company policy.
- Improved customer satisfaction ratings by addressing issues and fostering timely resolution.
- Helped large volume of customers every day with positive attitude and focus on customer satisfaction.
- Informed customers about special promotions and provided detailed information for various products.
- Offered advice and assistance to customers, paying attention to special needs or wants.
- Provided information regarding charge accounts and loyalty programs.
- Fielded customer questions regarding available merchandise, sales, current prices and upcoming company changes.
- Cultivated customer loyalty, promoted repeat customers and improved sales.
- Recommended products to customers, thoroughly explaining details.
Education
Some College (No Degree) - Computer Office Assistant
Vatterott College - Oklahoma City
Oklahoma City, OKSkills
Tax law compliance
Tax return preparation
Year-end tax provision proficiency
Tax-related research
Tax code knowledge
Payroll familiarity
Local, state and federal tax returns
Filing system management
Deductions listing
Document preparation
QuickBooks proficiency
IRS correspondence
Tax audit procedures
Tax reporting
Critical thinking
Liabilities mitigation
Proficient in Microsoft Office 2000, 2003, 2010, 2016, 365
Accounts Receivable and Payable
10 Key Data Entry
Price tagging and shelf labeling
Reliable and punctual
Retail sales professional
Stocking and replenishing
Interior and exterior displays
Product knowledge
Accomplishments
- Achieved 97% accuracy by completing 120 tax returns with accuracy and efficiency.
- Deans Honor Roll
Certification
Senior Tax Specialist
Timeline
Senior Tax Specialist
12-2017
Merchandiser
Burlington
09.2005 - 12.2005
Senior Tax Specialist
H & R Block Tax Services
12.2004 - Current
Computer Office Assistant
03-2001
Customer Service Specialist Head Cashier
Target
10.1999 - 07.2000
Customer Service Associate
K-Mart Store
09.1998 - 01.1999
Administrative Office Manager
Jackson Detail Shop
09.1981 - 01.2021
Some College (No Degree) - Computer Office Assistant
Vatterott College - Oklahoma City