Summary
Overview
Work History
Education
Skills
Timeline
Generic

Jeanne Estes

Sachse

Summary

Dynamic professional with extensive experience in tax processing, bookkeeping and payroll administration at Huber Prater & Henson, PC. Proven track record in managing client accounts and ensuring compliance with tax regulations. Skilled in QuickBooks and client relations, demonstrating a proactive approach and meticulous attention to detail in all financial operations.

Overview

25
25
years of professional experience

Work History

Bookkeeper and Payroll Admin, Tax Processor

Huber Prater & Henson, PC
02.2012 - Current
  • Managed and posted client accounts payable and receivable activities, including billing, bank entries, monthly bank reconciliations, and adjusting journal entries. Managed and generated firm billings. Maintained accurate records of all transactions.
  • Handled payroll processing and direct deposits for multiple clients, ensuring timely payment and adherence to tax regulations including quarterly and annual payroll tax report filings.
  • Maintained confidentiality of sensitive financial information
  • Receive and log incoming client source documentation, processed and deliver completed tax returns for individuals and businesses .
  • Communicate with client to provide review copies and obtain necessary signatures for tax filings.
  • Timely electronic filing of returns and extensions, including processing tax payments and resolving IRS rejections.
  • Maintained client files, office supply orders and inventory and managed over all organization and flow of the office.
  • Provided exceptional customer service when addressing client inquiries via phone calls or email correspondence and in person.

Director of Operations

Bearfoot Lodge Private School
08.2003 - 02.2012
  • Engaged with parents and families to build positive relationships for children to thrive.
  • Recruited, selected, and retained high-quality staff to reduce turnover and foster stability.
  • Supervised and managed team of childcare professionals to guarantee highest standards of care.
  • Communicated with local and state government agencies to maintain compliance with all regulations.
  • Maintained accurate books, managed accounts receivables and payables, billing and collections.

Insurance Specialist

Windell Thomas, Agent
08.2000 - 08.2003
  • Enhanced customer satisfaction by addressing insurance-related inquiries and resolving issues promptly.
  • Provided exceptional service to clients by guiding them through the claims process stepbystep.
  • Collected premiums on or before effective date of coverage.

Education

High School Diploma -

Windmill Hills Homeschool Academy
Carrollton
05-1997

Skills

  • Client relations
  • Proactive and self motivated
  • Task oriented, attention to detail
  • Tax Return Processing
  • Accounting and bookkeeping
  • Payroll administration
  • Quickbooks Desktop and Online, Lacerte, Practice CS, Mango, Excel, Word

Timeline

Bookkeeper and Payroll Admin, Tax Processor

Huber Prater & Henson, PC
02.2012 - Current

Director of Operations

Bearfoot Lodge Private School
08.2003 - 02.2012

Insurance Specialist

Windell Thomas, Agent
08.2000 - 08.2003

High School Diploma -

Windmill Hills Homeschool Academy

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Jeanne Estes