Jennifer Kelecseny
Tax Professional
Meadville,PA
Summary
Dynamic tax professional with extensive experience as a Professional Tax Preparer at J.Y.Kelecseny, enhancing client satisfaction through personalized services and efficient tax strategies. Proficient in tax software and payroll management, I excel in client communication and relationship building, ensuring timely and accurate submissions while maintaining confidentiality and compliance.
Overview
19
19
years of professional experience
Work History
Professional Tax Preparer
J.Y.Kelecseny (Self Employed)
12.2021 - Current
- Enhanced client satisfaction by providing personalized tax preparation services and addressing their specific financial needs.
- Increased efficiency of the tax preparation process by introducing automated tools for data collection and organization.
- Provided year-round support on tax planning and strategy to help clients optimize their financial decisions.
- Managed multiple deadlines effectively to ensure timely submission of all client tax returns.
Office Manager
South Park Plaza, Inc
05.2021 - Current
- Handled sensitive information with discretion, maintaining confidentiality of company documents and personnel records.
- Provided exceptional customer service when addressing client inquiries or concerns via phone calls or email correspondence.
- Maintained accurate financial records for three separate businesses by reconciling accounts payable/receivable transactions regularly to ensure balanced budgets.
- Payroll management for two separate businesses including tax payments.
Tax Preparer
Jackson Hewitt Tax Svc
09.2019 - 04.2021
- Maintained high levels of confidentiality when dealing with sensitive client information, fostering trust and loyalty among clients.
- Analyzed financial records to verify accuracy of tax returns.
- Provided exceptional customer service during peak tax season by remaining calm under pressure and addressing client concerns promptly and professionally.
- Increased client satisfaction by providing accurate and timely tax preparation services.
Legal Secretary
FDGS Law Firm
03.2006 - 08.2009
- Maintained strict confidentiality of sensitive information to protect client privacy and uphold professional ethics.
- Answered and directed calls using multi-line switchboard.
- Organized and maintained an efficient electronic filing system for easy access to critical documents and data.
- Managed multiple high-priority tasks simultaneously, meeting all deadlines while maintaining a high level of accuracy.
- Prepared legal correspondence and wrote professional letters for legal assistants and attorneys.
- Assisted in drafting legal documents such as divorce decrees, wills and deeds.
- Managed estate checking accounts for multiple clients.
Education
Associate In Science - Bussiness Administration
Pennsylvania State University, Shenango Campus
Sharon, PABachelor Of Science - Business
Pennsylvania State University, Shenango Campus
Sharon, PASkills
- Client confidentiality
- Payroll management
- Cash flow management
- Tax software proficiency
- Continuing education
- Individual tax preparation
- Organization skills
- Local, state, and federal tax returns
- Client communication
- Relationship building
- Verbal/written communication
- Data inputting
- Document preparation
- Account reconciliation
- Mathematical calculations
- Filing system management
- Records management
- Bookkeeping
- QuickBooks proficiency
- Research/due diligence
Timeline
Professional Tax Preparer
J.Y.Kelecseny (Self Employed)
12.2021 - Current
Office Manager
South Park Plaza, Inc
05.2021 - Current
Tax Preparer
Jackson Hewitt Tax Svc
09.2019 - 04.2021
Legal Secretary
FDGS Law Firm
03.2006 - 08.2009
Associate In Science - Bussiness Administration
Pennsylvania State University, Shenango Campus
Bachelor Of Science - Business
Pennsylvania State University, Shenango Campus
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