Judy M. Jackson
Conroe,TX
Summary
Detail-oriented and highly analytical insurance and tax professional with over 10 years of experience in financial services. Expertise in tax preparation, insurance underwriting, claims processing, and risk assessment. Adept at ensuring compliance with federal and state regulations while providing top-tier client service. Seeking to leverage skills in insurance and taxation to contribute effectively to a dynamic organization.
Overview
21
21
years of professional experience
Work History
Tax Preparer
Intuit Tax Co.
Houston, TX
01.2013 - Current
- Prepare and file individual and business tax returns, ensuring compliance with federal, state, and local tax laws.
- Meet with clients to gather necessary financial information and documents, assess their tax situations, and provide guidance on tax-related issues.
- Tax Planning: Advise clients on tax planning strategies to minimize their tax liabilities, and optimize tax benefits for the upcoming fiscal year.
- Review financial documents for accuracy, ensure that all information is complete and correct, and adhere to tax regulations and legal requirements.
- Stay updated on the latest tax laws, regulations, and industry trends through ongoing education and training.
- Assist clients with tax-related inquiries, provide explanations of tax law changes, and help resolve any issues or disputes with tax authorities.
- Utilize tax preparation software (such as TurboTax) to efficiently process tax returns and maintain accurate records.
- Maintain organized records of client information, tax filings, and correspondence with tax authorities.
- Work with other tax professionals and teams within the company to enhance service delivery and share best practices.
- Uphold high ethical standards and confidentiality regarding clients' financial information and tax matters.
Tax Preparer
Liberty Tax Service
Houston, TX
01.2013 - 04.2020
- Assisted clients in preparing and filing tax returns, ensuring accuracy and compliance with IRS regulations.
- Maintained up-to-date knowledge of changing tax laws and insurance regulations.
- Provided personalized financial consultations to help clients optimize tax benefits and coverage.
Owner, Independent Insurance Agent
Farmers Insurance Agency
Gary, Indiana
08.2004 - 05.2012
- Successfully established and managed an independent insurance agency, providing tailored insurance solutions to individuals and businesses.
- Specialized in types of insurance: auto, home, life, health, commercial, etc., ensuring clients receive the best coverage for their needs.
- Handled all aspects of business operations, including sales, client relations, policy underwriting, claims assistance, and compliance with state and federal regulations.
- Built a strong client base through effective marketing, networking, and exceptional customer service.
- Maintained relationships with insurance carriers to offer competitive rates and coverage options.
- Managed financials, budgeting, and tax preparation for the business.
Education
Bachelor of Science - Network Communications Management
DeVry University
San Antonio, TX05-2014
Skills
- Tax preparation
- Tax compliance
- Tax planning
- Client consultations
- Tax software
- Regulatory compliance
- TTLIVE, TE, FS4
Timeline
Tax Preparer
Intuit Tax Co.
01.2013 - Current
Tax Preparer
Liberty Tax Service
01.2013 - 04.2020
Owner, Independent Insurance Agent
Farmers Insurance Agency
08.2004 - 05.2012
Bachelor of Science - Network Communications Management
DeVry University
Similar Profiles
Jennifer SatberryJennifer Satberry
Customer Service Advisor II/Remote at Intuit-TaxCustomer Service Advisor II/Remote at Intuit-Tax
Brandon ChilesBrandon Chiles
Product Expert/Tax Agent at Alorica/Intuit/Turbo TaxProduct Expert/Tax Agent at Alorica/Intuit/Turbo Tax
Kylie RossKylie Ross
FTE Manager 1 - Remote at Intuit Turbo TaxFTE Manager 1 - Remote at Intuit Turbo Tax