Jacqueline Stewart
Keller,TX
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
20
20
years of professional experience
Work History
Senior Tax Associate
Lovelacepayne
Addison, TX
12.2023 - 05.2024
- Advised clients on strategies to minimize their overall tax liabilities while maximizing deductions.
- Conducted research on various tax matters to ensure compliance with relevant laws and regulations.
- Assisted with budget preparation by providing up-to-date account information.
- Researched technical accounting issues related to various transactions when needed.
- Prepared monthly closing entries to generate accurate financial reports for management review.
- Performed monthly account reconciliations for multiple client entities including bank reconciliations.
- Reviewed and verified the accuracy of journal entries and accounting classifications assigned to various records.
- Assisted clients with the preparation of financial documents related to taxes.
- Resolved customer complaints related to their tax filings in an efficient manner.
- Analyzed financial data such as income statements and balance sheets to determine how it affects a client's taxes.
- Collaborated with colleagues across the organization on special projects relating to taxation matters.
Cost Basis Operations
Charles Schwab & Co
Westlake, TX
09.2022 - 08.2023
- Communicated with internal personnel to provide status updates for both Versus purchase and Edits
- Collaborated with peers and other business areas to leverage best practices
- Responded to customer requests, offering excellent support and tailored recommendations to address needs
- Date of death step up or step down, corporate actions and 1099 adjustments.
- Developed complex models utilizing Excel spreadsheets for forecasting future taxable income.
- Investigated failed transactions due to incorrect instructions or missing information from custodian banks.
- Verified accuracy of data entered into the system prior to settlement date.
- Analyzed complex financial instruments such as debt, equity, derivatives and structured products.
- Conducted research into pending matters impacting client accounts with respect to potential impacts from corporate actions events.
- Monitored various communication channels for new corporate action information, including Bloomberg, Reuters and the company's internal system.
Tax Accountant
Protax Accounting LLC
Vicksburg, MS
01.2009 - 07.2022
- Worked closely with clients to properly fill out tax forms and file tax returns electronically
- Managed the filing of federal, state and local income taxes within established time frames
- Interviewed clients to obtain additional information on taxable income and deductible expenses and allowances
- Computed taxes owed by applying prescribed rates, laws and regulations
- Returned phone calls and emails to clients within a 24-hour period to ensure effective resolution to issues
- Responded to state and federal tax notices by preparing written responses or tax return amendments.
Tax Analyst
McGee Tax Law PLLC
Jackson, MS
07.2018 - 12.2018
- Researched tax issues and stayed current on all federal and state tax laws
- Analyzed tax issues and made recommendations for remediation to management
- Reviewed collection reports to determine the status of collections and the amounts of outstanding balances
- Collected and arranged information and entered details into computer database
- Followed up with customers to collect information and verify details
- Maintained integrity of general ledger, including the chart of accounts.
Supervisor
United Parcel Service Inc
Monroe, LA
10.2014 - 02.2016
- Worked with support teams to resolve issues with product, service or accounting areas
- Created effective organizational systems for reports, agendas, contracts and records
- Maintained meticulous employee records to accurately track attendance and productivity
- Modernized communications systems to ensure optimal productivity, reliability and efficiency
- Redirected shipments en route in response to customer requests
- Directed investigations to verify and resolve customer or shipper complaints.
CSR
H & R Block
Vicksburg, MS
01.2004 - 04.2008
- Responded to customer requests via telephone and email and effectively answered questions and inquiries
- Performed initial client assessment and analysis to begin research process
- Analyzed business needs and usage to maintain proper inventory levels
- Performed clerical tasks, including answering incoming phone calls, sorting mail and sending correspondence
- Answered telephone calls to field inquiries from clients, vendors and various other callers seeking information.
Education
MBA - Business Administration and Management
Jackson State University
Jackson, MS07-2024
Bachelor Accounting -
Jackson State University
Jackson, MS08.2020
Associate Of Arts in Accounting -
Holmes Community College
Goodman, MS08.2018
Skills
- Research and documentation
- Federal and state tax returns
- Organization and Time Management
- Multitasking Abilities
- Attention to Detail
- Dependable and Responsible
- Cultural Awareness
- Tax Accounting Specialization
- Tax reporting
- Accounting Principles
- Tax planning strategies
- Financial statement review
- Account Reconciliation
- Estate Tax Returns
- Tax law knowledge
- Research/due diligence
- Financial Management
- Deductions understanding
- Tax accounting
Accomplishments
- Successfully passed One of the EA exams
- Meet all requirements to take CPA exam
- Scheduled to take FAR on 8/25/2024
Timeline
Senior Tax Associate
Lovelacepayne
12.2023 - 05.2024
Cost Basis Operations
Charles Schwab & Co
09.2022 - 08.2023
Tax Analyst
McGee Tax Law PLLC
07.2018 - 12.2018
Supervisor
United Parcel Service Inc
10.2014 - 02.2016
Tax Accountant
Protax Accounting LLC
01.2009 - 07.2022
CSR
H & R Block
01.2004 - 04.2008
MBA - Business Administration and Management
Jackson State University
Bachelor Accounting -
Jackson State University
Associate Of Arts in Accounting -
Holmes Community College