Jennifer Early
Clayton,NC
Summary
Seasoned Accountant with more than 13 years' success in helping companies navigate income tax, financial reporting and remittance regulations. Expert in income and sales tax laws, corporate accounting and organizational procedures affecting income and sales taxes. Accomplished in mitigating tax-related penalties through robust standards for records and documentation.
Overview
24
24
years of professional experience
Work History
Remote Tax Prep Assistant
Inutit Inc
San Diego, CA
12.2023 - Current
- Compiled data from clients to accurately complete tax forms.
- Identified potential deductions to minimize clients' tax liabilities.
- Researched federal, state, and local laws to ensure compliance with regulations.
- Provided guidance on financial decisions related to taxes.
- Conducted research on current trends in taxation law to stay up-to-date with changes.
- Advised clients on the best strategies for filing their taxes efficiently and legally.
- Organized paperwork for efficient review by senior staff members.
- Assisted customers with any questions they had about their taxes or filing status.
Remote Tax Prep Assistant
Intuit Inc
San Diego, CA
12.2022 - 04.2023
- Completed training on customer service skills, teamwork and privacy rules and regulations.
- Process and analyze personal information to ensure data input accuracy.
- Input client tax data into the system for use by turbo tax prep professionals.
- Review and research tax information provided by clients by asking and answering questions.
Bookkeeper/TaxPrep Assistant
Kenneth F Jones CPA, PLLC
Clayton, NC
02.2023 - 03.2023
- Used tax form instructions and tables to complete tax forms.
- Furnished taxpayers with sufficient information and advice to verify correct tax form completion.
- Checked data input or verified totals on forms prepared by others to detect mathematical or procedural errors.
- Consulted tax law handbooks or bulletins to determine procedures for preparation of atypical returns.
Remote Tax Prep Assistant
Intuit Inc
San Diego, CA
12.2021 - 04.2022
- Process and analyze personal tax information to ensure data accuracy.
- Input client tax data provided into the Intuit turbo tax software for use by the turbo tax professionals.
- Review and research tax information provided by clients by asking and answering questions.
Bookkeeper/Administrative Assistant
Mckee CPA Office
12.2007 - 06.2008
- Managing and performing administrative work.
- Preparing client financial data to input into accounting software.
- Researching and analyzing client financial data to ensure accuracy and completeness.
Bookkeeper/TaxPreparerAssistant
Comprehensive Accounting Services
RTP, NC
12.1999 - 12.2007
- Performing administrative and management work
- Analyzing and researching client data related to accounting transactions to confirm accuracy
- Preparing and reviewing client financial data
- Reconciling client financial information to prepare financial statements and other reports.
- Preparing accounting data through the use of Quickbooks.
- Running and preparing the payroll for ten percent of the clients including paying the payroll taxes.
- Use of Drake software to prepare individual tax returns and business tax returns;such as; partnerships, cooperations and sole proprietorships.
Education
US Income Taxes-Income Tax Preparation Simplified
Udemy
San Diego, CA03.2023
Tax Level 1
Intuit Academy
San Diego, CA03.2023
BSc. - International Business Administration – Finance
USIU
06.1993
Skills
- Tax Computations
- Small Business Tax Returns
- Error Detection
- Microsoft Office
- Appointment Scheduling
- Critical Thinking
- Detail-Oriented
- Tax Advisement
- Problem-Solving
- Time Management
Affiliations
- National Society of Leadership and Success
- Graduated Summa Cum Laude
- Employee of the month
- Daisy Award
Timeline
Remote Tax Prep Assistant
Inutit Inc
12.2023 - Current
Bookkeeper/TaxPrep Assistant
Kenneth F Jones CPA, PLLC
02.2023 - 03.2023
Remote Tax Prep Assistant
Intuit Inc
12.2022 - 04.2023
Remote Tax Prep Assistant
Intuit Inc
12.2021 - 04.2022
Bookkeeper/Administrative Assistant
Mckee CPA Office
12.2007 - 06.2008
Bookkeeper/TaxPreparerAssistant
Comprehensive Accounting Services
12.1999 - 12.2007
US Income Taxes-Income Tax Preparation Simplified
Udemy
Tax Level 1
Intuit Academy
BSc. - International Business Administration – Finance
USIU