Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Timeline
Additional Information
Generic

Jaclyn Boyce

Conroe,TX

Summary

Detail-oriented massage therapist with over 13 years of client service experience, transitioning to a full-time role in tax preparation. Proficient in documentation management and effective client communication. Skilled in creating educational initiatives and resolving operational issues. Strong background in financial literacy and credential management. Committed to skill enhancement and providing valuable educational tools. Open to relocation for the right opportunity.

Overview

7
7
years of professional experience
1
1
Certification

Work History

TurboTax Expert

Intuit
12.2024 - Current
  • Prepared and reviewed individual tax returns for accuracy and compliance while maintaining client relationships.
  • Assisted clients with E-filing and resolved documentation issues to improve efficiency.
  • Explained tax concepts to facilitate client understanding of financial matters.
  • Developed soft skills such as time management and trust-building during high-volume periods.

Licensed Massage Therapist, Independent Contractor

Zeel
11.2018 - Current
  • Provided tailored bodywork services with meticulous documentation and accurate intake processing
    Coordinated client appointments across various platforms and hospitality venues
    Developed rapport and adaptability in diverse environments
    Maintained comprehensive records and managed follow-ups across service offerings

Tax Preparer (Seasonal)

Jackson Hewitt
11.2022 - 04.2023
  • Prepared and filed individual tax returns and provided in-store support.
  • Reviewed financial documents for compliance and established clerical procedures for engagement.
  • Used tax software to determine deductions, credits, and liabilities.
  • Scheduled appointments, addressed inquiries, and verified form accuracy.

Education

Online Course - Call Center Customer Service

Coursera
Remote
08.2024

Vocational School - Massage Therapy

The Center for Natural Wellness School of Massage Therapy
Albany, NY
10.2013

Skills

  • Strong relationship-building abilities
  • Conflict resolution
  • Effective collaboration
  • Flexible in dynamic environments
  • Consistently meets commitments
  • Effective multitasking
  • Remote customer support expertise
  • Experienced with Microsoft 365 productivity tools
  • Proficient in Intuit Customer/Internal Systems
  • Mobile Work Expertise
  • Organization Skills and Time Management
  • Data Entry
  • Efficient appointment management

Affiliations

American Massage Therapy Association

Certification

  • QuickBooks Solutions: Sales, Inuit Academy - Credly Badge (April 2025–Present)
  • QuickBooks Solutions: Product, Inuit Academy - Credly Badge (March 2025–Present)
  • Tax Preparation Training, Inuit Academy - Credly Badge (October 2024–Present)
  • Certified QuickBooks Online Level 1, QuickBooks ProAdvisor Academy (Paid) (April 2024–Present)
  • Massage & Bodywork License (MBLEx), Federation of State Massage Therapy Boards (FSMTB) (June 2015–Present)
  • Massage Therapy License (TX), #MT134679 (February 2024–February 2027)
  • Tax Level 2, Inuit Academy - Credly Badge (July 2025–July 2026)
  • IRS Preparer Tax Identification Number (PTIN), P03160756 (October 2024–October 2025; Active for 2025)
  • Tax Level 1, Inuit Academy - Credly Badge (September 2024–September 2025)
  • Massage Therapy License (VA), #0019014694 (September 2015–March 2021)
  • Massage Therapy License (NY), #27027800 (January 2014–February 2017)

Timeline

TurboTax Expert

Intuit
12.2024 - Current

Tax Preparer (Seasonal)

Jackson Hewitt
11.2022 - 04.2023

Licensed Massage Therapist, Independent Contractor

Zeel
11.2018 - Current

Vocational School - Massage Therapy

The Center for Natural Wellness School of Massage Therapy

Online Course - Call Center Customer Service

Coursera

Additional Information

  • Available for remote or hybrid short-term assignments through early December 2025. Seeking roles in tax preparation, educational support, remote clerical work, or financial literacy onboarding. Flexible with training, onboarding, and new platform integration.
  • EA Part 1 Exam scheduled for 9/29/25
  • Intuit Role Goal (Credential-Based): Target date 12/5/25
  • Certified in QuickBooks Product & Sales
  • MBLEX/CEU Tutoring: Ongoing
  • Series 65 / Real Estate / Bookkeeping: In development

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