Summary
Overview
Work History
Education
Skills
Timeline
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Jennifer Altenbach

Jacksonville,Florida

Summary

Deadline-oriented Tax Professional adept at quickly assessing customer needs, developing strategic plans and completing returns to maximize deductions and minimize liabilities. Pursuing role with tax preparation services organization. Detail-oriented Tax Preparer with 12 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships. Successful tax professional focused on performance, customer service and compliance. Offering over 12 years of expertise in reviewing annual reports, intangible tax and sales tax. Experienced in assisting with financial planning and analysis. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Detail-oriented Tax Preparer with 12 years of experience in tax preparation for numerous entities. Expert in managing paperwork for tax returns, extensions, tax planning calculations and write-ups. Quick to build rapport with clients leading to long-term business relationships.

Overview

30
30
years of professional experience

Work History

Tax Return Preparer

Jennifer Altenbach
02.2011 - Current
  • Completed and filed returns with tax departments at local, state and federal levels.
  • Reviewed clients tax filing papers thoroughly to determine eligibility for additional tax credits or deductions.
  • Maintained complete records of client tax returns and supporting documentation in secured areas.
  • Offered clients recommendations to reduce tax liabilities.
  • Prepared written responses or tax return amendments to resolve state and federal notices.
  • Conducted reviews of internal tax documentation, reducing errors related to missed tax benefits.
  • Reviewed available data and compared against tax code to determine exemptions, deductions, and potential liabilities.
  • Quickly learned new skills and applied them to daily tasks, improving efficiency and productivity.
  • Demonstrated respect, friendliness and willingness to help wherever needed.

Real Estate Assistant

B & B Florida Rentals
03.2021 - 02.2023
  • Coordinated appointments to show marketed properties.
  • Maintained efficient office operations by handling errands and administrative functions.
  • Prepared purchase agreements and disclosures to complete paperwork.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Created and maintained detailed administrative processes and procedures to drive efficiency and accuracy.

Real Estate Assistant

BK Realty
05.2005 - 03.2021
  • Coordinated appointments to show marketed properties.
  • Maintained efficient office operations by handling errands and administrative functions.
  • Developed and deployed marketing collateral to promote properties and drive sales.
  • Prepared purchase agreements and disclosures to complete paperwork.
  • Monitored territory and capitalized on potential sales opportunities by contacting owners and setting up meetings.
  • Managed phone and email correspondence and handled incoming and outgoing mail and faxes.
  • Managed paper and electronic filing systems by routing various documents, taking messages and managing incoming and outgoing mail.
  • Answered and managed incoming and outgoing calls while recording accurate messages for distribution to office staff.
  • Opened and properly distributed incoming mail to promote quicker response to client inquiries.
  • Interacted with vendors, contractors and professional services personnel to receive orders, direct activities and communicate instructions.
  • Liaised between clients and vendors and maintained effective lines of communication.
  • Composed and proofread memos, letters and reports to verify error-free communication.

Education

Some College (No Degree) - Tax Accounting Business Management

Kaplan University
Davenport, IA

Skills

  • Correspondence Writing
  • Tax Liability Management
  • Year-End Tax Provision Proficiency
  • Verbal Communication
  • Detailed Documentation
  • Financial Management
  • Payroll Familiarity
  • Due Diligence
  • IRS Correspondence
  • Quality Control Standards
  • Financial Records
  • Time Management

Timeline

Real Estate Assistant

B & B Florida Rentals
03.2021 - 02.2023

Tax Return Preparer

Jennifer Altenbach
02.2011 - Current

Real Estate Assistant

BK Realty
05.2005 - 03.2021

Some College (No Degree) - Tax Accounting Business Management

Kaplan University

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