Jeannette Little
Charlotte,NC
Summary
Energetic client service professional with extensive experience at RSM US LLP, adept in tax return preparation and bookkeeping. Proficient in CCH Axcess Tax and Quickbooks, I excel in managing sensitive information with discretion while delivering exceptional customer service. Recognized for maintaining accurate records and adapting swiftly to policy changes.
Overview
32
32
years of professional experience
Work History
Ultra High Net Worth - Client Service Rep
RSM US LLP
06.1997 - 05.2025
- Preparation of individual, basic corporations, partnerships, fiduciary and gift tax returns
- Preparation of estimated projections in the BNA software
- Perform monthly and quarterly bookkeeping, payroll filing and fixed assets maintenance
- Process sales and use tax returns and payments
- Handle sensitive client information with discretion, ensuring confidentiality at all times.
- Identity and compile documents needed and follow-up on open items.
- Deliver outstanding customer service internally and externally by maintaining a professional demeanor during high-pressure situations.
- Manage time appropriately across multiple projects
- Maintained accurate record-keeping with proactive attention to client information updates.
- Adapted quickly to changes in company policy or procedures while maintaining excellent service standards for existing clients.
Bookkeeper
Burnham Service Cooperation
03.1993 - 05.1997
- Maintained and processed invoices, deposits, and money logs.
- Managed accounts payable and receivable activities, maintaining vendor relationships and positive cash flow.
- Monitored incoming payments from clients, ensuring prompt application of funds against outstanding invoices.
- Review driver log for payment
- Maintained accurate records of all transactions, ensuring compliance with company policies and applicable regulations.
- Prepare budget
Education
BBA - General Business
North Carolina Central University
Durham, NC05-1991
Skills
- Computer skills
- CCH Axcess Tax
- Prosystem
- Sureprep/Tax Caddy
- GEMS
- Quickbooks
- BNA
- Fixed Assets System
Timeline
Ultra High Net Worth - Client Service Rep
RSM US LLP
06.1997 - 05.2025
Bookkeeper
Burnham Service Cooperation
03.1993 - 05.1997
BBA - General Business
North Carolina Central University
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