Jade Becker
Summary
Outgoing Tax Professional with 14+ years in the tax industry in a variety of different roles with increasing responsibility. My customer focused approach includes accurately completing tax returns and teaching clients about their returns at the same time.
Overview
14
14
years of professional experience
Work History
Staff Accountant
Fox Tax LLC
02.2011 - Current
- Prepared 467 individual income tax returns during the 2023 tax season with the highest customer satisfaction rating in the firm and a 95% customer returning rate year-over-year.
- Built meaningful client relationships by educating clients about important updates in tax code, resolving errors from incorrect tax filings, and taking the time to truly form relationships to better understand their financial goals.
- Pioneered the seasonal customer facing data-entry role for the firm. Increased responsibility over time to train and manage 2-4 seasonal employees per tax season.
- Implemented new software for the firm: online scheduling, client online portal, email marketing, tax organizers.
- Evaluated waitlisted client's tax situations to ensure a good fit with the firm.
Buyer
Thermo Fisher Scientific Inc.
02.2014 - 10.2017
- Managing 200+ Suppliers and 15,900 Part Numbers with an Annual Spend Exceeding $4.1 Million.
Demand Analyst
C.H. Robinson
04.2013 - 03.2014
- Daily management of highly perishable vendor managed inventory for Wal-Mart at the Distribution Center Level.
Education
IRS -
Enrolled Agent Certification
Tax Accounting2019
Bachelor of Science - Supply Chain
University of Minnesota
Carlson School Of Management2013
Skills
- Drake Tax Software
- Quickbooks Software
- Taxdome Software
- Tax-related Research
- Interpersonal Strengths
- Sch C Self-Employment Taxes
- Firm wide E-Filing
- Tax Consulting
Community Focus
Prepare and Prosper
- Prepared individual income tax returns for low income and underserved populations in the community during the 2018 tax season.
Timeline
Buyer
Thermo Fisher Scientific Inc.
02.2014 - 10.2017
Demand Analyst
C.H. Robinson
04.2013 - 03.2014
Staff Accountant
Fox Tax LLC
02.2011 - Current
IRS -
Enrolled Agent Certification
Bachelor of Science - Supply Chain
University of Minnesota